India, March 19 -- TrendForce's latest research on the semiconductor foundry industry reveals that advanced-node demand remained strong in 4Q25, driven by the tight supply of AI server GPUs and Google TPUs. Furthermore, the launch of new smartphones boosted wafer orders for mobile application processors (APs), supporting solid shipment performance.

On the mature-node side, PMIC orders related to servers and edge AI continued to keep 8-inch fabs running at high utilization rates, with some suppliers even considering price increases. Meanwhile, utilization rates at 12-inch fabs remained largely stable. Together, these factors pushed the combined revenue of the world's top ten foundries up 2.6% QoQ to nearly US$46.3 billion in 4Q25.

The le...