Institution: AI momentum is strong, with estimated annual growth of 24.8% in wafer foundry output value in 2026. Some process costs are rising.

According to the latest wafer foundry industry research from TrendForce, in 2026, due to the continuous investment in the field of AI by North American cloud service providers and AI startups, it is expected that the demand for AI-related main chips and peripheral ICs will continue to lead the global wafer foundry industry growth, with an expected annual output value to grow by 24.8% to approximately $218.8 billion. It is predicted that TSMC's output value will increase by 32% annually, the largest increase among companies.