Core Insights - The wafer foundry capacity utilization rate is expected to remain stable in the second half of 2025 due to low inventory levels at IC manufacturers, the peak sales season for smartphones, and strong ongoing demand for AI [1][2] - Some wafer fabs are planning to raise prices for BCD and Power process platforms due to tight supply conditions, despite an overall lack of price increases across the industry [1][2] Group 1: Market Dynamics - The initial expectation was that the fourth quarter would see a decline in wafer foundry capacity utilization due to a seasonal slowdown in consumer products like TVs, but recent findings indicate a recovery in inventory levels among IC design clients and increased preparations for new smartphone and PC platforms [1] - AI server-related ICs are generating strong incremental orders, which are crowding out capacity for consumer products, contributing to a better-than-expected performance in the fourth quarter [1] Group 2: Future Outlook - By the end of the year, some eight-inch wafer fabs are expected to maintain near-full capacity utilization, with plans to raise foundry prices in 2026 driven by strong demand for AI-related Power products [2] - Despite the positive outlook for the second half of 2025, uncertainties in the global market persist, and factors such as a lack of innovative applications in consumer products and extended replacement cycles may pose risks for the semiconductor supply chain in 2026 [2]
TrendForce：第四季晶圆代工产能利用率或优于预期 市场酝酿涨价氛围
Zhi Tong Cai Jing·2025-10-15 13:41