Supply-chain cycle: 12 fabs (3 internal + 9 external) · total capacity ~528K wafer-starts/month · utilization peaked 95.7% FY22, trough 69.4% FY23 (inventory correction), recovered to 82% FY25. External foundries handle 84% of shipment revenue.
FY25 Supply-Chain KPIs
Utilization & Yield Trend
Utilization (teal) on primary axis, yield% (orange dashed) on secondary. FY21-22 shortage peak clearly visible.
Cycle Time & Cost per Die Trend
Cycle time stable at ~70 days. Cost per die roughly flat at ~$1.28.
Revenue by Fab Type — FY25
External Foundry 84% of shipped revenue — strategic concentration risk.
Fab Utilization by Node Class
Leading-edge nodes (5-7nm) run hottest. Legacy nodes show capacity slack.
Good Die Output by FY
Total good-die production across all fabs × all products.
FY25 Fab Scorecard — All 12 Fabs
| Fab | Type | Node | Class | Util % | Yield % | Cycle (d) | $/Die | Capacity WS/mo |
|---|
Fab & Supply Chain · xFalcon AnalyticsPro