INNOVATION LAB
FoundryWin
Foundry Competitiveness & Customer Recovery Platform
Under Development
Global TAM: $12BSemiconductor Foundry
The Problem
- Samsung Foundry runs at 50-60% utilization vs TSMC's 80%+, leaving billions in revenue on the table
- Customer defections accelerate as Qualcomm and others move volume to TSMC for better yields
- Yield gap persists: Samsung 3nm at 62% vs TSMC at 82%, directly impacting customer cost-per-good-die
- Vicious cycle: low utilization means less learning, slower yield improvement, and more customers leaving
How FoundryWin Works
Customer Flight Risk Scoring
Real-time risk score (0-100) for every foundry customer based on yield satisfaction, PDK activity, order volume trajectory, and competitive engagement signals.
Yield-to-Competitiveness Model
Maps the precise relationship between yield improvements and customer economics with cost-per-good-die parity analysis across process nodes.
Customer Acquisition Intelligence
Identifies new fabless customers entering the market and generates tailored win strategies based on their design requirements and competitive positioning.
Key Metrics
$12B
Global TAM
$2-4B/yr
Annual Value
18 months
Time to MVP
5-10
Target Customers
Target Industries
Contract Chipmakers
TSMC
Intel Foundry
GlobalFoundries
UMC
Interested in FoundryWin?
Contact our innovation team to explore foundry competitiveness and customer recovery intelligence.