TrendForce analyst Zhong Yingting stated that the global wafer foundry output value has grown by more than 30% year-on-year this year and is expected to increase by about another 30% next year. Driven by AI computing, order visibility for advanced processes at TSMC, Samsung, and others has been booked through the end of 2027; 8-inch wafers have experienced a structural shortage and have the conditions for price increases, but mature processes still face price negotiations.
