On March 19th, TrendForce's latest research on the foundry industry revealed that by 2026, with continued investments in AI by North American cloud service providers and AI startups, the demand for AI-related main chips and peripheral ICs is expected to drive sustained growth in the global foundry industry. Annual revenue is projected to increase by 24.8% year-on-year, reaching approximately $218.8 billion. Among them, TSMC is expected to see the largest growth, with a 32% increase in revenue.
