Organization: The demand for AI is driving a 2.6% quarterly increase in the global top ten semiconductor foundry output value in the fourth quarter of 2025.

According to the latest research on the wafer foundry industry by TrendForce, in the fourth quarter of 2025, the continuous benefit of advanced processes for AI Server GPUs and Google TPUs is in short supply, along with the drive of new smartphone products for the mass production of mobile phone main chips, showing impressive shipment performance. For mature processes, orders for Server and Edge AI power management are maintaining high eight-inch production capacity utilization rates, even hinting at price increases. Along with twelve-inch production capacity utilization rates remaining relatively stable, this has pushed the total production value of the top ten global wafer foundries in that quarter to an increase of 2.6% over the quarter, reaching around $46.3 billion.