India, Dec. 17 -- TrendForce's latest research indicates that the global foundry industry continued to profit in 3Q25, fueled by strong demand for AI in HPC and new consumer-electronics chips and IC peripherals.
Revenue was primarily driven by advanced processes at 7nm and below, with support from high-value wafers. Chinese foundries also expanded their business through supply-chain diversification. As a result, total revenue for the top 10 foundries increased by 8.1% QoQ to nearly US$45.1 billion.
TrendForce notes that expectations for 2026 demand have become cautious amid geopolitical headwinds. Furthermore, DRAM shortages and quarterly price increases since mid-2025 continue to strain downstream production costs. Even though automoti...
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