Foundry revenues to grow 24.8%

Demand for advanced nodes will continue to be driven by AI GPUs with Google, AWS, Meta, OpenAI and Groq,  accelerating the development of their own AI chips.

Many of these designs are expected to enter volume production and begin shipping in 2026, becoming key drivers for 5/4 nm and more advanced process technologies.

TSMC’s 5/4 nm and below capacity is expected to remain fully utilised through the end of the year, while Samsung Foundry has also seen a notable increase in orders for its 5/4 nm-class modes.

TSMC has  raised foundry prices across all nodes at 5/4 nm and below for 2026, and with order visibility extending into 2027, further price increases in subsequent years cannot be ruled out.

Samsung similarly informed customers in 4Q25 that it would raise prices for 5/4 nm foundry.