TrendForce: AI Demand Drives 2.6% QoQ Growth in Global Top 10 Foundry Revenue in Q4 2025

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Author：小编

According to TrendForce's latest foundry industry research, in the fourth quarter of 2025, advanced processes will see strong shipment performance driven by robust demand for AI Server GPUs and Google TPUs, as well as new smartphone models boosting main chip wafer starts for mobile devices. For mature processes, power management orders for Server and Edge AI applications will keep 8-inch wafer capacity utilization high, with even potential price increases, while 12-inch capacity utilization remains largely stable. This will drive a 2.6% quarter-over-quarter growth in total revenue for the world's top 10 foundries, reaching approximately US$46.3 billion.

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