Core Viewpoint - The discontinuation of 150mm CMOS production represents not just a product change but a structural industry risk, particularly affecting manufacturers reliant on stable integrated circuit supplies in sectors like automotive, industrial, medical, and aerospace [1][11]. Group 1: Industry Challenges - The halt of 150mm wafer CMOS production marks the end of 0.6-micron and larger process nodes, posing challenges for manufacturers in various industries that still utilize these mature nodes for analog and mixed-signal ICs [1][2]. - The decline in 150mm wafer production has made the supply of direct and indirect materials more difficult and expensive, leading many foundries to cease production [5][6]. - The urgent timeline imposed by product discontinuation notifications creates significant pressure on companies to quickly assess customer needs and plan for replacements [6]. Group 2: Transition to New Technologies - Many manufacturers are not directly adopting processes below 130nm on 300mm wafers but are instead transitioning to 200mm wafers using 350nm or 180nm nodes, balancing efficiency, design simplicity, and long-term viability [7]. - The 350nm node is particularly suitable for analog ASICs, supporting high-voltage transistors and low-noise analog devices, making it ideal for mixed-signal, sensor fusion, power management ICs, and motor control applications [10]. Group 3: Market Dynamics - The global supply chain for 200mm wafers remains strong, with over 38% of monthly wafer production in Q3 2023 being for nodes larger than 90nm, ensuring continued material and equipment supply [9][10]. - The transition from 150mm to 300mm wafers is economically unfeasible for small batch production due to significantly higher development and mask costs [9][10].