NuAxiSemiconductor trade intelligence

AI boom lifts global foundry revenue to record US$169.5bn, demand risks surface for 2026

What happened

Global foundry revenue reached a record $169.5bn in 2025, driven by AI and premium smartphone demand. However, rising memory costs and weakening consumer electronics demand signal potential headwinds for 2026. Watch: Mixed signals between sustained AI demand and emerging consumer weakness create uncertainty for future pricing and allocation.

Impact and signal

Low impactImpact score: 15/100

Affected components and suppliers

AI ChipsAdvanced-Node Logic

TSMCSamsung FoundryGlobalFoundries

demand-forecastmarket-outlookAI

Source and time

Source: DigiTimes Asia · 3/13/2026 · View original source

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AI boom lifts global foundry revenue to record US$169.5bn, demand risks surface for 2026

What happened

Impact and signal

Affected components and suppliers

Source and time

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