The AI Infrastructure Stack
Overview  /  Tier V Silicon  /  Layer 12: Fabrication (Foundries)
Sub-category 12.2

Trailing-Edge & Specialty Foundries

Mature nodes (28nm and above). Analog, power management, RF, MCUs — everything around the GPU.

Players

Players: GlobalFoundries GFS, UMC UMC, SMIC (China) 0981.HK, Tower Semiconductor TSEM, Hua Hong Semiconductor 1347.HK, Vanguard International (VIS) 5347.TW, Powerchip (PSMC) 6770.TW, X-FAB XFAB.PA, DB HiTek 000990.KS

Analysis coming soon — this page is scaffolding for deeper research into trailing-edge & specialty foundries.