2026年第一季度，晶圆代工厂行业收入达到488亿美元，创下历史新高，同比增长32%，并实现了连续第九个季度的增长。这一激增是由成熟制程供应紧张推动的，因为台积电（TSMC）和三星（Samsung）正在退出遗留生产线，同时台积电亚利桑那工厂表现强劲，以及对先进AI芯片的持续需求。像Rapidus和华为这样的新兴厂商也在进入晶圆代工领域，这表明市场充满活力且正在扩张。 AI
影响 证实了对先进AI芯片的强劲需求和产能扩张，预示着AI硬件行业的持续增长。
排序理由 该集群报告了半导体晶圆代工厂行业的创纪录财务业绩和市场趋势，表明了全行业范围内的重大转变和表现。
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Our Foundry Industry Model captures quarterly supply and demand metrics across every major foundry. Reach out to [email protected] (6/6) https://t.co/sMkqU0wO7S
Intel Foundry's EMIB plus 18A-P/T is positioned as a multi-billion-dollar external franchise into 2028. New entrants still pushing into foundry. Rapidus (2nm/1.4nm), Tata (mature), Huawei (Tau Scaling), and Tesla-SpaceX Terafab targeting 1M wafers/month across logic, memory, and
Mature node finally turns. 8-inch supply tightens as TSMC and Samsung exit legacy lines, supporting an ASP recovery into 2H26-1H27. GoFo and Tower SiPh are moving from niche to material with a multi-year contracted pipeline at Tower. UMC Advanced Packaging is on the verge of
TSMC Arizona surprised. After ramping up strongly in CY25 ($2B+ revenue), Phase 1 net profit in 1Q26 alone exceeded the entire CY25 net profit, with the May 13 board approving a record single-tranche Arizona authorization. Samsung Foundry is now well-positioned, anchored by HBM4
After posting +41% y/y growth with ATH GM and OM in 1Q26, TSMC is tracking to high-30s growth in CY26. We raised our TSMC capex outlook again, well above the Street. N3 remains the main supply bottleneck of the AI cycle. TSMC is simultaneously building greenfield, expanding
The foundry industry hit a record $48.8B in 1Q26, +32% y/y and +3% q/q in seasonally soft Q1, marking the 9th consecutive quarter of y/y growth. 2Q26E tracks to $54.7B (+29% y/y, +12% q/q), with utilization climbing broadly across foundries. TSMC concentration kept widening. 95%+…
For more semiconductor market intelligence, check out the SemiAnalysis ChipBook (2/2) https://t.co/geycIFHBmg
How big is memory for Korea's exports? BIG Between 2018-2024, memory accounted for ~10% of total exports. In 2025 it was 13%. In 2026 it's already 22% and growing. For comparison, autos - the #2 export industry - typically accounts for ~8%. (1/2)🧵 https://t.co/gBO2ItDyf8