Driven by robust AI demand, 2026 foundry revenue is set to grow significantly. Advanced nodes and packaging capacities are fully loaded, leading to price hikes. Meanwhile, 8-inch capacity is tightening due to strategic production cuts and rising AI power IC demand. In contrast, 12-inch mature nodes remain weak due to soft consumer electronics market, resulting in a highly polarized industry landscape.

Key Highlights

• Advanced Nodes Shortage & Pricing Power: Fueled by the boom in proprietary chips from CSPs and AI startups, advanced nodes and CoWoS capacities remain fully loaded. This tightness is driving foundry price hikes across the board, with order visibility extending significantly.
• Structural Tightening in 8-inch Market: Strategic capacity cuts by major foundries, combined with surging demand for power ICs in AI servers and edge computing, are boosting 8-inch utilization rates and creating a favorable environment for price increases.
• Weakness in 12-inch Mature Nodes: Squeezed by rising memory costs, the consumer electronics outlook remains conservative. Coupled with continuous capacity expansions, growth momentum for 12-inch mature nodes is suppressed, creating a stark polarization compared to the robust advanced node market.

Table of Contents

1. Introduction
   1. 2019-2026 Global Foundry Revenue, YoY
2. AI and Advanced Nodes to Drive Foundry Growth This Year; TSMC Retains Full Load on 5/4nm and Below Nodes Until End of 2026 while Samsung Magnifies in Orders
   1. Changes to Capacity of Advanced Nodes and Capacity Utilization on 5/4nm and Below between TSMC and Samsung (2025-2026F)
3. 8-inch Capacity Tightens Amid Production Cuts by Major Players and AI Boom, While Growth Stalls for 12-inch Mature Nodes Due to Uncertain Consumer Market Outlook
   • Changes in 8-Inch Wafer Foundry Prices by Company
   • Changes in Average Capacity Utilization Raters for 8-Inch and 12-Inch Mature Nodes (≥28nm)

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