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Since May 2026, the capacity utilization rates of leading domestic wafer foundries have witnessed a substantial uptick, nearly doubling from the levels seen in the third quarter of 2025. Driven by a surge in demand for memory chips, power management integrated circuits, and microcontroller units (MCUs), these industry frontrunners have been raising their prices in succession, leading to a steady climb in their gross profit margins. Concurrently, international tech behemoths like TSMC and Samsung are channeling their resources into advanced manufacturing processes tailored for AI chips, further widening the global supply deficit in mature process technologies. Seizing this golden opportunity, the domestic wafer foundry sector is riding the wave of this development boom.
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