Foundry Wafer Demand by Top 2 Foundries, Q1 2026
Why This Report Matters
The rapid adoption of AI, high-performance computing (HPC), and next-generation consumer devices is driving unprecedented demand for advanced semiconductor manufacturing. As leading-edge process technologies become increasingly concentrated among a small number of foundries, understanding wafer demand trends at advanced nodes has become critical for semiconductor vendors, foundries, equipment suppliers, and investors.
This report provides a detailed analysis of wafer demand across advanced nodes (10nm and below) at the industry's two leading foundries, TSMC and Samsung. It examines demand trends across key applications, including smartphone application processors (AP SoCs), AI GPUs, PCs, and tablets, while offering visibility into future demand drivers through 2030. The report helps stakeholders understand how end-market dynamics are shaping advanced-node capacity requirements and competitive positioning within the semiconductor ecosystem.
What the Full Report Will Cover
- Foundry Wafer Demand Model by Process Node by Application - TSMC, 2023-2031, Advanced Process Nodes
- Foundry Wafer Demand Model by Process Node by Application - Samsung Foundry, 2023-2031, Advanced Process Nodes
Published Date: June 23, 2026
Category
Industry
Semiconductors
Service
Foundry
Report Type
Report
Time Period
Quarterly
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Author
William Li
William is a Research Analyst in Semiconductor and Components team, based in Taiwan. He has over 8 years of experience in global PC (personal computer) and semiconductor market. Before Counterpoint, he was an equity research analyst at Credit Suisse, focused on both technology and non-technology sectors as well as supporting Taiwan equity market strategy research. Prior, he worked for a Taiwan PE fund as a research analyst covering semiconductor and downstream components sector.
David Wu
David Wu is a Research Associate at Counterpoint Research in Taiwan, dedicated to foundry and semiconductor research, providing insights into market trends and key industry developments. Prior to joining Counterpoint Research, he gained experience in Deal Advisory, Private Equity, and TMT Corporate Banking, where he built a solid foundation in industry research and financial analysis. David Wu holds a double bachelor’s degree in Accounting and International Business from National Chengchi University.
Shawn Zhang
Shawn is a Research Associate at Counterpoint Research. He has a strong academic background in semiconductor-related fields, holding both bachelor's and master's degrees in Electrical Engineering. Prior to joining Counterpoint Research, he served as a Research Assistant at the University of Texas at Austin, where he focused on integrated circuit (IC) design. He has a deep interest in the semiconductor industry and is driven by a passion for innovation and excellence in industry research. His technical foundation enables him to deliver in-depth insights that bridge engineering expertise with market intelligence.