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RT NEWS: 💥 #MediaTek reportedly cutting 4nm wafer starts ~15% YoY, with #Qualcomm also said to be pulling back. Rising memory costs are pressuring ...

What happened

MediaTek is reportedly cutting 4nm wafer starts by approximately 15% YoY, with Qualcomm also pulling back. Rising memory costs are pressuring smartphone demand, particularly in mid-to-low-end segments. Bearish: This signals weakening demand for advanced foundry capacity and potential inventory adjustments.

Impact and signal

Medium impactImpact score: 65/100

Affected components and suppliers

4nm Wafers

MediaTekQualcomm

wafer-starts-cutdemand-weaknesssmartphone

Source and time

Source: TrendForce Official (Market Data) · 4/1/2026 · View original source

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RT NEWS: 💥 #MediaTek reportedly cutting 4nm wafer starts ~15% YoY, with #Qualcomm also said to be pulling back. Rising memory costs are pressuring ...

What happened

Impact and signal

Affected components and suppliers

Source and time

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