Six semiconductor fab closures announced between July 2025 and July 2026 will take mature-node capacity offline from the second half of 2026 through the end of 2027 and beyond: TSMC Fab 2 and Fab 5, TSMC's GaN foundry service, Samsung's Giheung S7, Renesas Takasaki, NXP's ECHO fab in Chandler and, over a longer runway, NXP's Nijmegen fab. None of them makes leading-edge chips. They make the PMICs, analog ICs, discrete power devices, GaN transistors and display drivers that sit on almost every industrial and automotive board built in Europe. This post puts the six closures in one calendar, explains which ones will produce last time buy notices and which will produce fab transfers, and walks one real part from our stock through the triage.
The closure calendar: six fabs, their dates and what they make
As of September 2026, the six announced closures below remove 150mm and 200mm capacity between the second half of 2026 and roughly 2029, with the heaviest cluster at the end of 2027. The dates are the manufacturers' own or those reported to customers; "production ends" is when wafer starts stop, not when the last parts ship.
| Fab | Wafer size | What it makes | Announced | Production ends | Likely buyer outcome |
|---|---|---|---|---|---|
| Samsung Giheung S7 (Korea) | 200mm | Image sensors, display driver ICs (foundry) | Reported January 2026 | Second half of 2026 | Fab transfer to 300mm lines; few PDNs |
| TSMC GaN foundry service (Hsinchu) | 150mm | GaN-on-silicon power transistors | July 2025 | 31 July 2027 | Transfer to another foundry by the chip brand; watch for PCNs |
| TSMC Fab 2 and Fab 5 (Hsinchu) | 150mm and 200mm | Mature-node foundry products, including GaN | August 2025 | End of 2027 | Mixed: transfers plus PDNs, e.g. NXP 202509010DNU01 |
| NXP ECHO (Chandler, USA) | GaN line | GaN RF power amplifiers for 5G base stations | 10 December 2025 | 2027 | Business exit: PDNs, no successor line |
| Renesas Takasaki (Japan) | 150mm | Analog ICs and discrete power semiconductors | 31 July 2026 | Within 2 to 3 years | Mixed: transfers plus PDNs, notices still to come |
| NXP ICN8 (Nijmegen, Netherlands) | 200mm | Automotive and industrial mixed-signal | Reported June 2025 | Phased over up to ten years | Mostly fab transfers to VSMC Singapore and ESMC Dresden |
Two sources anchor the calendar. Renesas' own announcement of the Takasaki phase-out states that production materials and maintenance support for 6-inch equipment are ending industry-wide, which is the root cause behind most of this list. TrendForce's January 2026 8-inch market analysis covers the Samsung and TSMC closures and their capacity effect.
Why mature-node closures hit European buyers harder than the headlines suggest
Global 8-inch output is forecast to fall about 2.4% in 2026 while average 8-inch utilization climbs to 85-90%, up from 75-80% in 2025, according to TrendForce; foundries have already notified customers of 5-20% price increases. That combination means less spare capacity to absorb a transferred product, so a transfer that would have taken six months in 2023 can take longer now.
European OEMs are over-exposed because their bill of materials leans on exactly these parts: automotive and industrial PMICs, gate drivers, op-amps, small-signal discretes and RF transistors. The 300mm replacement capacity that matters most for Europe, ESMC in Dresden and VSMC in Singapore, is scheduled for volume production from 2027, so it relieves the pressure only after the TSMC deadline has passed. If you are tracking wider price moves, our semiconductor price increase chart for 2026 lists the individual supplier notices.
Fab transfer or discontinuation: the one question that decides your response
A fab closure reaches buyers as one of two documents, and they need opposite responses. If the chip brand moves the product to another fab, you receive a PCN announcing a fab transfer: the part number usually stays, but the die comes from a new line, and you decide whether to requalify. If the brand decides the product is not worth moving, you receive a product discontinuance notice (PDN) with a last order date and a last ship date, and you decide how much to buy.
- Fab transfer (PCN): typical for high-volume parts and for brands that own the replacement capacity, such as NXP moving Nijmegen products to its joint-venture fabs. The risk is qualification time, not supply.
- Discontinuation (PDN): typical for low-volume legacy parts, for foundry-made parts whose brand has no equivalent process elsewhere, and for business exits such as NXP's RF power line. The JEDEC J-STD-048 baseline is a 6-month last order window and a 12-month last ship window; NXP's own notices allow 6 months for multi-source parts and 9 months for sole-source parts.
Both documents arrive through the same channel, so if your team triages them in one queue, our guide on how to triage a PCN, PDN or EOL notice sets out the order of work.
Worked example: triaging an NXP PMIC from our stock
The NXP MC34PF3000A0EP is a pre-programmed power management IC for i.MX 7 processors, with 4 buck converters, 6 LDOs and a boost stage in a 48-pin QFN. As of September 2026 we hold 4,000 units in Germany with a 20+ date code, and its listed status is Active. PMICs are one of the product types TrendForce names as most dependent on 8-inch capacity, which makes it a fair test case. The triage takes four steps:
- Check the notice, not the status field. Look the exact ordering code up in NXP's discontinuation notice 202509010DNU01 for TSMC Fab5-sourced products. "Active" on any distributor page, ours included, can lag a new notice by several weeks. Match the full ordering code, because a different suffix can mean a different fab; our part number suffix decoder shows how NXP builds its codes.
- Size the exposure. Take a board that builds 1,200 units a year with one PMIC each and 3 years of production left: 3,600 parts, plus 5% for scrap and rework, is 3,780 units. A 4,000-unit lot covers the remaining life with a small margin.
- Check the age of the stock. A 20+ date code means the parts could be six years old. That is fine for a sealed moisture barrier bag with an intact humidity indicator card, but it changes what you ask for on inspection. Our guide to shelf life and date codes covers the limits.
- Decide before the window opens. If the part is not on the notice today, buying the lifetime quantity now still removes the risk at today's price. If it is on the notice, you are in last time buy territory, and our last time buy strategy shows how to calculate the quantity.
The gotcha: a fab transfer can cost more time than a discontinuation
A transferred part keeps its number, so it looks like the safe outcome, but for automotive and safety-relevant designs it often costs more. A die from a new fab is a change that AEC-Q100 treats as a requalification trigger, and many European automotive customers insist on their own PPAP resubmission on top. Buyers commonly plan 12 to 18 months to qualify an automotive analog IC from a new source, which is longer than a J-STD-048 last order window. Our comparison of AEC-Q100 and AEC-Q101 explains which tests apply to ICs and which to discretes.
The practical rule is to bridge-buy pre-transfer stock. Buy enough parts from the old fab to cover your requalification time plus a buffer. That way the line keeps running while the new-fab parts go through qualification, and the PCN deadline does not force the decision.
A 30-day plan for exposed BOM lines
The most useful thing to do this month is to find out which of your parts come from these six fabs before the notices arrive. Four steps do it in about 30 days:
- Days 1-7: filter the BOM for 150mm and 200mm product families: PMICs, linear regulators, op-amps, comparators, gate drivers, small-signal and RF discretes, GaN power and display drivers. Ask each brand's sales channel which fab each high-value part comes from.
- Days 8-14: for every part tied to a closing fab, record whether the brand has confirmed a transfer or a discontinuation, and the notice number if one exists.
- Days 15-21: for discontinuations, calculate the lifetime quantity. For transfers, calculate the bridge-buy quantity. For anything still unconfirmed, find a qualified second source now, while the alternates still have capacity.
- Days 22-30: place the orders that carry the most risk first, and hold the rest against their notice dates.
If a part has already passed its last ship date, the independent market is the remaining route, and the inspection bar goes up; our guide to sourcing obsolete electronic components covers it. Send us the part numbers you have flagged, and we will tell you within 24 hours what we hold, what date codes it carries and what can still be sourced before the 2027 deadlines.
