➀ Manufacturers are offering significant discounts on mature process wafers to attract Taiwan IC designers, with prices as low as 60% off;

➁ The discounted products are mainly for mature process chips such as driver ICs, power management ICs, and MCUs;

➂ The demand for mature process products like driver ICs, microcontrollers, and power management ICs has weakened, leading to a buyer's market;

➃ The largest price reductions are seen in 40/45 nm processes, with 12-inch wafer prices being reduced to as low as 60% of Taiwan wafer manufacturers' quotes;

➄ There is a wave of switching orders as Taiwan IC designers increase wafer orders due to the significant discounts;

➅ The capacity utilization of Taiwan wafer fabs like United Microelectronics Corporation (UMC) and TSMC, which rely heavily on mature processes, has fallen below 70%, negatively impacting revenue and margins.