India, Jan. 22 -- The supply-demand dynamics of the 8-inch wafer market have shifted according to TrendForce's latest foundry survey. As TSMC and Samsung gradually scale back 8-inch production, demand for AI-related power ICs continues to grow steadily. Meanwhile, customers for consumer electronics, concerned over rising IC costs and potential capacity crowding in the second half of the year, have begun pulling in orders earlier than planned.

As a result, Chinese foundries have already seen 8-inch utilization rates rebound to high levels in 2025. Foundries in other regions are also receiving upward revisions to 2026 orders, prompting broad improvements in utilization and encouraging foundries to prepare for price increases.

TSMC formall...