Propelled by demand in downstream sectors such as AI servers, humanoid robots, AI computing infrastructure, and AR glasses, the semiconductor industry's prosperity is expected to continue to rise. TrendForce stated at a forum that in the global wafer foundry industry in 2026, orders for advanced processes will remain robust, with full capacity utilization until the end of the year and price increases being initiated. Meanwhile, due to changes in the supply-demand landscape for mature processes (8-inch and 12-inch), capacity utilization and foundry prices are gradually increasing. It is anticipated that the global wafer foundry output value will grow by approximately 20% year-on-year in 2026, reaching a new high.
