According to TrendForce Jibang Consulting's latest foundry industry research, the total quarterly output value of the world's top ten foundries increased by 11.5% in the second quarter of 2026, to close to US$53.49 billion, reaching a new high. In addition to the continued shortage of advanced manufacturing processes such as AI HPC main chips, growth momentum is increasing simultaneously in demand for AI peripheral ICs such as PMIC/Power Discrete. Coupled with the continuing early stocking effect in consumer supply chains such as televisions, PCs/notebooks, etc., the production capacity of some mature processes is becoming tighter. Looking at revenue performance in the third quarter, consumer IC design customers consider that production capacity in mature processes may continue to be squeezed out, and they expect wafer prices to rise, and still maintain a certain level of production momentum. In addition, the entry of flagship smartphone models into the preparation cycle and the transfer of AI HPC to new platforms will help further increase the overall foundry output value.

According to TrendForce Jibang Consulting's latest foundry industry research, the total quarterly output value of the world's top ten foundries increased by 11.5% in the second quarter of 2026, to close to US$53.49 billion, reaching a new high. In addition to the continued shortage of advanced manufacturing processes such as AI HPC main chips, growth momentum is increasing simultaneously in demand for AI peripheral ICs such as PMIC/Power Discrete. Coupled with the continuing early stocking effect in consumer supply chains such as televisions, PCs/notebooks, etc., the production capacity of some mature processes is becoming tighter. Looking at revenue performance in the third quarter, consumer IC design customers consider that production capacity in mature processes may continue to be squeezed out, and they expect wafer prices to rise, yet maintain a certain level of marketing momentum. Furthermore, the entry of flagship smartphone models into the preparation cycle and the transfer of AI HPC to new platforms will help further increase the overall foundry output value.