NuAxiSemiconductor trade intelligence

👀1Q26 top-10 foundry revenue defied seasonality, up 3.7% QoQ to a quarterly record. Foundries are preparing 2H26 price hikes as utilization recover...

What happened

Top 10 foundry revenues grew 3.7% QoQ in 1Q26 to a record high, driven by strong AI demand and early consumer electronics inventory buildup. Bullish: Foundries are preparing price hikes for 2H26.

Impact and signal

High impactImpact score: 95/100

Affected components and suppliers

晶圆代工

Top 10 Foundries

price-hikefoundryrevenue-growth

Source and time

Source: TrendForce Official (Market Data) · 6/12/2026 · View original source

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👀1Q26 top-10 foundry revenue defied seasonality, up 3.7% QoQ to a quarterly record. Foundries are preparing 2H26 price hikes as utilization recover...

What happened

Impact and signal

Affected components and suppliers

Source and time

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