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Core Insights - The recent changes in the 8-inch wafer supply-demand landscape are driven by TSMC and Samsung's gradual production cuts, alongside robust growth in AI-related power IC demand and preemptive inventory stocking by customers due to concerns over rising IC costs in the second half of the year [1][2] Group 1: Supply and Demand Dynamics - TSMC has officially begun to reduce its 8-inch capacity starting in 2025, with plans for some facilities to cease operations by 2027, while Samsung is also adopting a more aggressive reduction strategy [1] - TrendForce forecasts a 0.3% decline in global 8-inch capacity in 2025, entering a negative growth phase, with a further expected reduction of 2.4% in 2026 despite minor expansions from companies like SMIC and Vanguard [1] - The demand side is bolstered by increased orders for AI server power ICs and a trend towards localizing IC production in China, leading to higher capacity utilization rates among Chinese wafer foundries [1] Group 2: Price Adjustments and Market Outlook - In 2026, the demand for power-related ICs driven by AI applications is expected to support an increase in global 8-inch average capacity utilization rates to 85-90%, significantly higher than the 75-80% in 2025 [2] - Some wafer foundries anticipate a tightening of 8-inch capacity in 2026 and have notified customers of planned price increases ranging from 5% to 20% across all customer segments and process platforms [2] - The actual price increase for 8-inch wafers may be moderated due to concerns in consumer electronics and rising costs from memory and advanced process technologies [2] Group 3: TSMC's Capacity Reallocation - TSMC is adjusting its mature process capacity configuration, which reflects a shift towards advanced processes and packaging resources, benefiting 8-inch platforms and long-term customers in automotive and industrial control sectors [4] - The company has begun transferring equipment to its subsidiary, World Advanced, in preparation for the anticipated demand shift in mature processes, with a transaction value of approximately $20-23 million [5] - TSMC's exit from the high-voltage GaN foundry market has released capacity and customer demand, allowing other companies like Powertech to step in and capitalize on the AI power supply chain [6]