Mature-Node Foundries Face Overcapacity from China

By Alan Patterson, EETimes (January 2, 2025)

Chip foundries that quit the race for leading-edge process technology around 2018 face a new threat: rivals in China that are dumping mature-node chips, according to two of three analysts interviewed by EE Times.

U.S. government officials, after signaling concerns about the surge in capacity for months, on Dec. 23 2024, announced an investigation into what the Biden administration called China’s unfair trade practices. The measure follows a series of export controls and prohibitions the administration has taken to slow the advance of China’s tech industry. 

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