India, June 25 -- Yole Group unveiled its latest Status of the Semiconductor Foundry Industry report, offering a comprehensive view into a sector undergoing profound transformation. At the crossroads of technology, geopolitics, and global market dynamics, this ecosystem is being reshaped by new capacity investments, regional power shifts, and long-term national strategies.

Yole Group's 2025 analysis highlights how the global semiconductor supply chain remains highly fragmented and increasingly vulnerable to geopolitical tensions. Since the U.S. launched a semiconductor-focused trade war, mainland China has ramped up efforts to build a self-sufficient domestic ecosystem. In response, governments worldwide have launched significant subsidy...