Quarterly Foundry Market Updates, Q1 2026
Why This Report Matters
The semiconductor foundry market continues to evolve as AI infrastructure investments, advanced process technologies, and emerging applications drive shifts in wafer demand and capacity allocation. Understanding both the supply side and demand side of the foundry ecosystem has become increasingly important for semiconductor vendors, equipment suppliers, and investors.
This report provides a comprehensive update on the global foundry market, covering capacity forecasts, utilization rates, and wafer demand trends across major end markets. It also highlights the competitive dynamics among leading foundries and chip vendors, offering valuable insights into the technological and market developments shaping the industry.
What the Full Report Will Cover
- Foundry industry outlook and key market trends.
- Capacity forecasts and utilization rates by foundry vendor and technology node.
- Wafer demand analysis across AI GPUs, AI ASICs, and server CPUs.
- Smartphone AP and modem market demand trends.
- x86 and Arm-based PC processor demand outlook.
- Demand analysis for tablets, smartwatches, TWS devices, XR headsets, and Wi-Fi chipsets.
- Competitive developments among leading foundries and semiconductor vendors.
- Supply-demand dynamics across advanced and mature process nodes.
Number of Pages: 61
Published Date: June 18, 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.