India, Sept. 1 -- TrendForce's latest investigations reveal that global foundry revenue in 2Q25 reached a record US$41.7 billion, up 14.6% QoQ, thanks to China's consumer subsidy program spurring early stocking, along with upcoming demand for new smartphones, notebooks/PCs, and servers launching in the second half of the year. Both capacity utilization and wafer shipments improved significantly across the top ten foundries.

Looking ahead to 3Q25, seasonal demand for new products will drive order momentum. Advanced nodes will benefit from strong demand for flagship chips, while mature nodes will be supported by peripheral IC orders. As a result, industry-wide utilization rates are expected to rise further, supporting continued revenue gro...