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Geopolitical Risks and Chinese Subsidies Drive Stockpiling; Foundry Industry’s Capacity Utilization in 1Q25 Surpasses Expectations

Last Modified

2025-01-10

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Aperiodically

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PDF

Overview

TrendForce indicates that foundry capacity utilization in 1Q25 is exceeding expectations due to geopolitical risks and Chinese subsidies. Despite weak end-market demand for consumer electronics, the supply chain is stockpiling to mitigate potential tariffs and capitalize on Chinese subsidies, leading to increased utilization rates for mature nodes at Tier-2 foundries. This early stockpiling, however, may reduce future demand, potentially slowing capacity utilization growth in 2H25.

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