India, Oct. 16 -- TrendForce's latest investigations have revealed that wafer foundry utilization during the second half of 2025 has remained more resilient than anticipated.

Several factors are contributing to this, including the postponed U.S. semiconductor tariffs, low inventory at IC vendors, the peak smartphone season, and ongoing high demand for AI. These conditions have prevented the expected decline in capacity utilization.

In fact, some foundries are poised to perform better in 4Q25 than in 3Q25, prompting many industry players to consider increasing prices for specialized process platforms like BCD and power-related nodes.

TrendForce observes that the market's initial anticipation of U.S. semiconductor tariffs for 2H25 coinci...