According to the latest survey conducted by TrendForce, the global revenue of the top 10 wafer foundries surged to $41.7 billion in the second quarter of 2025, setting a new benchmark with a sequential increase of 14.6%. This substantial growth can be largely attributed to the advanced stockpiling effect fueled by consumption subsidies in the Chinese market, coupled with heightened demand for new smartphones, laptops/PCs, and servers. This robust demand significantly bolstered overall wafer foundry capacity utilization and shipments.
