Institution: The combined revenue of the top ten wafer foundries in the third quarter increased by 8.1% compared to the previous quarter.

On December 12th, according to the latest survey by TrendForce, the global wafer foundry industry will continue to be driven by AI high-performance computing and the demand for main chips and peripheral ICs for consumer electronics new products in the third quarter of 2025. Wafers produced with advanced processes below 7nm will contribute significantly to revenue, and some manufacturers will benefit from supply chain differentiation opportunities. As a result, the total revenue of the top ten wafer foundries in the third quarter increased by 8.1% to nearly $45.1 billion. The agency stated that due to the expected impact of the international situation on the economy and demand in 2026, as well as the tight supply of memory and increasing prices since the middle of 2025, the supply chain is becoming more conservative towards mainstream terminal applications in 2026. Even though automotive and industrial control industries will resume stocking up at the end of 2025, the growth momentum of wafer foundry capacity utilization in the fourth quarter is expected to be limited, and the quarter-on-quarter growth of total output value of the top ten manufacturers may significantly converge.