The Semiconductor Foundry Capacity Puzzle

Semiconductor demand is growing, but foundry capacity is not as simple as building more fabs.

It is a constrained and high-stakes decision-making process that involves technology, risk, and long-term capital.

Foundries must ask how much capacity is needed, what kind, at which node, and for which customers.

This edition explains why capacity planning remains one of the most challenging puzzles in semiconductor manufacturing and what it means for products, investments, and the global supply chain.