On December 12, according to the latest survey by TrendForce Jibang Consulting, in the third quarter of 2025, the global foundry industry continued to be driven by high-efficiency AI and demand for new consumer electronics main chips and peripheral ICs. High-priced wafers produced using advanced processes below 7nm contributed the most significant revenue. In addition, some manufacturers benefited from business opportunities in supply chain differentiation, boosting the total quarterly revenue of the top ten largest foundry companies by 8.1% for the third quarter, close to 45.1 billion US dollars. The agency said that as the economy and demand are expected to be affected by the international situation in 2026, and memory prices will rise quarterly and production capacity will be tight since mid-2025, the supply chain will be conservative in demand for mainstream terminal applications in 2026. Even if automotive and industrial control will restart stocking by the end of 2025, it is estimated that the growth momentum of the wafer foundry capacity utilization rate will be limited in the fourth quarter, and the quarterly increase in the total output value of the top ten manufacturers may have clearly subsided.

On December 12, according to the latest survey by TrendForce Jibang Consulting, in the third quarter of 2025, the global foundry industry continued to be driven by high-efficiency AI and demand for new consumer electronics main chips and peripheral ICs. High-priced wafers produced using advanced processes below 7nm contributed the most significant revenue. In addition, some manufacturers benefited from business opportunities in supply chain differentiation, boosting the total quarterly revenue of the top ten largest foundry companies by 8.1% for the third quarter, close to 45.1 billion US dollars. The agency said that as the economy and demand are expected to be affected by the international situation in 2026, and memory prices will rise quarterly and production capacity will be tight since mid-2025, the supply chain will be conservative in demand for mainstream terminal applications in 2026. Even if automotive and industrial control will restart stocking by the end of 2025, it is estimated that the growth momentum of the wafer foundry capacity utilization rate will be limited in the fourth quarter, and the quarterly increase in the total output value of the top ten manufacturers may have clearly subsided.