NuAxiSemiconductor trade intelligence
The Foundry Landscape in the AI Wave: A Full Analysis of 4Q25 Earnings As AI demand surges across the board, the competitive landscape of the wafer fo...
What happened
TSMC raised its AI accelerator CAGR forecast to >50% and plans $52-56B in 2026 capex, signaling sustained high demand for advanced nodes. Samsung's foundry business benefited from recovering HBM demand and pricing, while Intel Foundry posted a $2.5B loss due to 18A ramp-up costs. 利多: Major foundries' aggressive expansion and strong AI-driven earnings signal sustained high demand for advanced wafer capacity, supporting pricing for leading-edge nodes.
Impact and signal
Medium impactImpact score: 58/100
Affected components and suppliers
AI AcceleratorHBM
earningscapexcapacity-expansiondemand-surge
Source and time
Source: TrendForce Official (Market Data) · 3/2/2026 · View original source
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