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S&P says foundries can withstand AI investment slowdown, Asia-Pacific semiconductors more defensive

Asia-Pacific semiconductor foundries can absorb a bigger shock than other tech hardware segments even if AI investment slows, an S&P Global Ratings analysis showed. S&P assessed four core sectors under downside scenarios, including hyperscalers cutting capex and AI project delays caused by infrastructure bottlenecks. It ranked foundries as the most resilient, citing business models and advanced-process competitiveness. Memory makers could be more sensitive to a faster-than-expected peak in AI demand, it said.

Industry

Foundry power balance flips: Samsung\'s choice amid TSMC dominance

TSMC\'s dominant share of the global pure-play foundry market is hardening a structure in which big tech customers have less leverage in price talks. Counterpoint Research put TSMC\'s second-quarter share at 73 percent, with Samsung Electronics\' foundry business at 7 percent. The market grew 29 percent year on year, and both TSMC and Samsung raised wafer prices. Analysts cited capacity constraints and supply-demand imbalances. Samsung is prioritising yield improvements and expanding capacity, including a planned 2027 start-up of its Taylor, Texas plant.

AI & Enterprise

Chinese technology becomes harder for global firms to ignore, from Apple to Ford

Chinese technology is rapidly seeping into the supply chains of major global companies, centered on AI, electric vehicle batteries and automotive software, CNBC reported. Apple uses Alibaba and Baidu for AI services in China, while Ford has adopted CATL battery technology. Analysts and researchers cited scale, integrated supply chains and development speed, and said adoption is driven by performance and compliance as well as market access, even as U.S. restrictions tighten.