Overview: The foundry industry left Q1 2025 with solid growth momentum, driven by robust AI-related demand, despite noises from US tariff issue. Leading-edge nodes from key players like TSMC continue to gain traction, while Chinese foundries are seeing higher utilization rates due to moderate inventory corrections and rising domestic demand. Despite challenges in mature nodes and some delays in key product shipments, the overall market outlook remains positive. Our latest report delves into these dynamics, covering market growth trends, utilization recovery, key capacity expansions, and evolving customer demands.