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Soaring memory prices increase system costs and retail prices, hurting the consumer market. TrendForce thus lowered 2026 shipment forecasts for smartphones, notebooks, and game consoles. Game console makers may abandon price cuts due to costs, shifting to high-price, profit-preserving strategies.
Global foundry markets show steady demand and diverse capacity as leaders push advanced processes and packaging amid geopolitics.
Advanced-process expansion and layouts for both Chinese foundries and GlobalFoundries, stressing supply autonomy and cross-border investment amid strategic shifts for long-term needs.
AI-driven demand push chiplet-based packaging; EMIB costs less than CoWoS, signaling a move to modular, efficient interconnects.
The latest Foundry Newsletter reports analyzes the global foundry market, noting demand-supply dynamics, yield issues across fabs, and shifting supply chains amid uncertainty.
Strong domestic demand in China is pushing 8-inch foundry utilization to full capacity, prompting price hikes and expansion plans. Clients are securing advanced node capacity through strategic partnerships, while geopolitics reshapes supply chains.
AI and smartphone demand lift 2H foundry utilization; Semiconductor tariffs pending and low inventory spur rush orders. China's mature nodes tighten, prices stabilize.
The latest Foundry Newsletter reports that leading wafer foundries have stabilized capacity due to major customer orders. Capacity utilization in the second half is better than expected. Focus is on expanding capacity and adjusting equipment to address order shifts and geopolitical factors, with signs of price increases. Tight capacity and long-term supply arrangements will drive the market.
The global foundry landscape is stabilizing, with leading and regional players staying productive; pricing and localization drive growth.
TrendForce reports 2Q25 wafer foundry growth driven by subsidies and new product stocking; TSMC leads with strong AI and mobile demand; top 10 firms dominate; 3Q25 outlook remains positive with rising utilization and revenue.
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