NuAxiSemiconductor trade intelligence

Foundry revenues to grow 24.8%

What happened

TSMC and Samsung Foundry are raising prices for 5/4nm and below nodes while maintaining full capacity utilization, driven by AI demand. These price hikes and supply constraints are expected to drive global foundry revenue growth of 24.8%.

Impact and signal

High impactImpact score: 92/100

Affected components and suppliers

5/4 nmAdvanced Nodes

TSMCSamsung Foundry

price-hikeshortagecapacity-utilization

Source and time

Source: Electronics Weekly · 3/22/2026 · View original source

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Foundry revenues to grow 24.8%

What happened

Impact and signal

Affected components and suppliers

Source and time

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