Maturity Rather Than Advancement Drives Profitability
Leading edge production migrated to gate-all-around structures, which left FinFET as established technology running on depreciated equipment at mature yields. Mature node utilisation sits near 84%, and every wafer now contributes at rates the newest node will not reach for several years. The industry treats a node as obsolete when it stops being advanced, while the economics say the opposite: capital spent, learning curve completed, designs already paid for and still shipping in volume. Operators redirecting capital toward leading edge while under-running established capacity are funding uncertain future margin at the direct expense of the certain present kind.
Market Impact: Mask sets cost USD 28 million








