TrendForce: AI demand crowds out capacity, mature-process foundry price hike expected to extend to 2027
With surging demand for AI, foundry capacity is shifting toward AI-related products, altering the supply-demand structure of mature processes. Due to factors such as production cuts by major manufacturers, emerging applications squeezing capacity, and raw material inflation, foundry prices for eight-inch and twelve-inch mature processes have begun to rise, with increases expected to continue until 2027.
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