WinWay's new Kaohsiung plant to break ground on May 29

WinWay Technology's orders are already booked out five to six months in advance, indicating strong market demand for semiconductor manufacturing capacity. The upcoming Kaohsiung plant construction rep... Read original →

WinWay’s new Kaohsiung fab is less about filling capacity gaps and more about securing a strategic node in the mature-node ecosystem. With order visibility stretching six months, demand for legacy nodes remains red-hot—directly catalyzing upgrades in Taiwan, China’s local equipment and materials supply chain, especially in wet cleaning and thin-film deposition segments. While U.S. and Japanese subsidies accelerate such expansions, tightening export controls under the CHIPS Act could raise compliance costs even for non-advanced fabs. TSMC and UMC will likely counter by fast-tracking their Southern Taiwan and Chiayi projects to contain share erosion. Over the next 18 months, this move will intensify price competition at 28nm and above, forcing mainland Chinese foundries to double down on specialty processes to avoid a commoditized capacity trap.