SignalTech/AI
Global Wafer Foundry Service Market 2026: Size, Trends and Forecast to 2030 | Capitalize on AI, HPC and EV Demand as TSMC, Samsung, Intel and GlobalFoundries Scale Capacity
AI, HPC and EV demand drive foundry capacity expansion by TSMC, Samsung, Intel and GlobalFoundries.
Context
What happened: ResearchAndMarkets.com added the "Wafer Foundry Service Market Report 2026," which projects the market growing from $132.44 billion in 2025 to $149.56 billion in 2026.
Key numbers: 2025 to 2026 growth at a 12.9% CAGR; forecast to reach
Why it matters: The report cites AI, HPC, automotive and EV demand, specialty materials such as silicon carbide and gallium nitride, and regional self-sufficiency programs as growth factors. It also notes consolidation, including GlobalFoundries' November 2025 acquisition of Advanced Micro Foundry, and X-FAB's September 2025 GaN-on-Si launch.
Market: -4.3% today ($46.68), +26.8% YTD, 1.2x vol — as of 22:46 UTC
What changed
ResearchAndMarkets.com added the "Wafer Foundry Service Market Report 2026," which projects the market growing from $132.44 billion in 2025 to $149.56 billion in 2026.
Why it matters
The report cites AI, HPC, automotive and EV demand, specialty materials such as silicon carbide and gallium nitride, and regional self-sufficiency programs as growth factors. It also notes consolidation, including GlobalFoundries' November 2025 acquisition of Advanced Micro Foundry, and X-FAB's September 2025 GaN-on-Si launch.
Market: -4.3% today ($46.68), +26.8% YTD, 1.2x vol — as of 22:46 UTC