Taiwan / US / Korea · Chips & Networking
Leading-Edge Chipmaking (Foundry)
One company produces almost all leading-edge AI logic. N3/N2 capacity is allocated years ahead and every new fab is a multi-year, tens-of-billions bet.
EUV + tools→Wafer starts→Leading-node logic→Packaging
84
Tightness score ⓘ
#6 of 56
▲ Tightening
Lead time
24–36 mo
Theme 1M
−16.6%% in uptrend
0%Metric to watch
TSMC monthly revenue, N2 ramp commentary, and capex guidance revisions.
What would prove us wrong
Weakens if leading-node utilisation falls while packaging and HBM stay loose — logic would no longer bind.
Foundry theme performance
Equal-weight · rebased 100 · 1YStocks we track
Who controls this bottleneck
Roles, not recommendations. Delayed prices; local currency.
| Stock | Role | Listing | Last | 1D | 1M | 3M | YTD | Off 52w high | Trend | Next earnings |
|---|---|---|---|---|---|---|---|---|---|---|
| TSM Taiwan Semiconductor |
Leading-node foundry and CoWoS packaging chokepoint | NYSE Taiwan |
$425.4 | +1.64% | −5.6% | +8.7% | +41.1% | −12.4% | 2027-01-14 | |
| INTC Intel |
US foundry rebuild with advanced-packaging optionality | NASDAQ US |
$90.78 | +4.39% | −26.2% | +5.2% | +146.0% | −35.6% | 2026-10-29 | |
| 005930.KS Samsung Electronics |
HBM, DRAM and foundry across memory and logic | KRX Korea |
₩213,000 | −1.16% | −22.3% | −18.2% | +78.2% | −41.2% | 2026-10-28 | |
| GFS GlobalFoundries |
Specialty-node foundry incl. silicon photonics | NASDAQ US |
$45.34 | +2.14% | −7.5% | −7.3% | +30.4% | −49.4% | 2026-11-04 | |
| UMC United Microelectronics |
Mature-node foundry and interposer capacity | NYSE Taiwan |
$19.14 | +1.30% | −21.3% | +10.2% | +147.7% | −30.5% | 2026-10-28 |
Recent headlines
Auto-updated- Intel (INTC) Unveils Crescent Island GPU D Series For Agentic AIYahoo Finance · 6h ago
- Stocktwits Tech Watch: More Big Earnings, Apple’s Touch-Screen MacBook And Intel Results In FocusYahoo Finance · 7h ago
- With the computing density of artificial intelligence (AI) factories rising to unprecedented levels매일경제 · 9h ago
- Shareholder returns key to rebound in Samsung and SK hynix shares머니투데이 · 9h ago
- Japan and South Korea Stocks Close Lower as KOSPI Drops Below 5,500; Samsung and Kioxia Fall Over 1%, SK Hynix Bucks TrendTradingKey · 9h ago
- AI models to AI agents: What it takes to scale intelligent systemsExpress Computer · 10h ago