IT Home June 9th news, according to data released by TrendForce today, the global wafer foundry industry revenue in the first quarter of 2025 fell by about 5.4% month-on-month to US$36.403 billion (current exchange rate is approximately RMB 261.709 billion), a year-on-year increase of 24.8% compared with previous data.
Traditionally, the first quarter was the off-season for wafer foundry, but due to the two reasons that downstream customers were stocked in advance due to changes in the international situation and the continued policy of China's old-for-new, the impact of the off-season was partially offset, and the actual decline was limited on a month-on-month basis.
TrendForce believes 2025 The overall demand momentum gradually slowed down in the second quarter of 2019. New smartphone products were launched in the second half of the year, and the stable demand for AI HPC will become the key to driving capacity utilization and shipments this quarter. It is expected that the revenue of the top ten wafer foundries will return to month-on-month growth.
However, in the view of IT Home, the old-for-new subsidies in some provinces in China have come to an end. During the policy interval, consumers' shopping behavior will be more cautious, and the demand for early overdraft will also curb further consumption. The indirect impact on upstream wafer foundry remains to be seen.
In the first quarter, only seventh and eighth ranked in the top ten wafer foundry were exchanged: The world's advanced Vanguard benefited from the fact that customers prepared stocks in advance, and the Tower Semiconductor Tower was significantly impacted by seasonal factors and did not receive the dividends of China's subsidy effect.
