Crowd wisdom consulting: It is expected that wafer foundry prices will stabilize starting in the third quarter.

According to the Wise Finance APP, the average capacity utilization rate of major wafer fabs worldwide in the second quarter of 2025 is expected to be around 82%, an increase of about 8 percentage points year-on-year. Driven by the tariff risks in the first half of 2025, downstream shipments have been more active, which has driven an increase in upstream wafer demand, especially a significant rebound in demand for 8-inch wafers. The shipments and capacity utilization rates of major wafer fabs in the first half of 2025 have steadily rebounded, and in the second half of the year, with the recovery of applications such as industrial control and automotive, the capacity utilization rate is expected to continue to accelerate. As positive signals are being transmitted from downstream demand, Group Intelligence Consulting predicts that starting from the third quarter of 2025, wafer foundry prices are expected to stabilize, and from 2026 onwards, there is a possibility of a slight rebound in prices for applications primarily using 8-inch wafers.