Core Insights - The global wafer foundry industry is expected to continue benefiting from demand driven by AI high-performance computing and new consumer electronics chipsets, particularly those using advanced processes of 7nm and below [1] - The top ten wafer foundry companies reported a quarterly revenue increase of 8.1%, nearing $45.1 billion in the third quarter of 2025 [1] - However, the outlook for 2026 is cautious due to international market conditions, with supply chain dynamics leading to a conservative demand forecast for mainstream end applications [1] Industry Summary - The demand for high-priced wafers produced using advanced processes is significantly contributing to revenue growth in the wafer foundry sector [1] - The revenue growth of the top ten foundries indicates a strong performance in the current market, but potential limitations in capacity utilization growth are anticipated for the fourth quarter [1] - The increase in memory prices and tight capacity since mid-2025 may further constrain the growth momentum for wafer foundry capacity utilization in 2026 [1]