Global foundry revenue is projected to grow 24.8% y-o-y to approximately $218.8bn, with TSMC expected to post the largest increase of around 32%
y-o-y, says TrendForce.
Demand for advanced nodes will continue to be driven by AI GPUs, with Google, AWS, Meta, OpenAI and Groq accelerating the development of their own AI chips.
Many of these designs are expected to enter volume production and begin shipping in 2026, becoming key drivers for 5/4nm and more advanced process technologies.
TSMC’s 5/4nm and below capacity is expected to remain fully utilised through the end of the year, while Samsung Foundry has seen a notable increase in orders for its 5/4nm-class modes.
TSMC has raised foundry prices across all nodes at 5/4nm and below for 2026, and with order visibility extending into 2027, further price increases in subsequent years cannot be ruled out.
Samsung similarly informed customers in 4Q25 that it would raise prices for 5/4nm foundry.
