Institutions: AI momentum remains steady, with an estimated 24.8% annual increase in wafer foundry output value by 2026; some process prices are beginning to rise.

2026-03-27 15:22:52

How will AI demand drive the wafer foundry output to a new high?

According to the latest wafer foundry industry research by TrendForce, due to the ongoing investments in AI by North American cloud service providers (CSPs) and AI startups, it is expected that the demand for AI-related main chips and peripheral ICs will continue to lead the growth of the global wafer foundry industry**. The annual output value is expected to increase by 24.8%, reaching approximately $218.8 billion, with TSMC (Taiwan Semiconductor Manufacturing Company) expected to see a 32% annual increase, the largest growth rate**.

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