According to reports, the top ten global semiconductor foundries saw their revenue rise 3.7% quarter-on-quarter to $47.95 billion in the first quarter.

According to the latest research on the wafer foundry industry by TrendForce, in addition to the continued strong shipments of AI HPC and related peripherals, wafer foundries received numerous orders for early production or additional orders from customers in the first quarter, thanks to early production and shipments from the TV, PC/NB supply chain and measures to increase peripheral IC inventory levels. Although still affected by the off-season for smartphone production, the off-season effect was largely offset by the early stockpiling by the supply chain, resulting in a strong overall operating performance despite the off-season. The global top ten wafer foundry revenue increased by 3.7% quarter-on-quarter to US$47.95 billion in the first quarter, setting a new record. Looking ahead to the second quarter, the benefits of early stockpiling by TV, PC/NB ODM, and brands will continue for about another quarter. In addition, as smartphones enter the new product stockpiling cycle, wafer foundries, based on the recovery in capacity utilization, are expressing their intention to raise wafer foundry prices in the second half of the year. This will drive a rebound in wafer foundry prices for some processes, further stimulating customers' motivation to stockpile early. Meanwhile, demand for AI-related advanced processes and power products is growing faster than expected, leading to order spillover and capacity crowding-out effects. TrendForce predicts that the global top ten wafer foundries will reach a new peak in revenue in the second quarter, with the quarterly growth rate accelerating significantly compared to the previous quarter. (Cailian Press)