THE FOUNDRY INDUSTRY HIT A RECORD $48.8B IN 1Q26, +32% Y/Y AND +3% Q/Q IN SEASONALLY SOFT Q1, MARKING THE 9TH CONSECUTIVE QUARTER OF Y/Y GROWTH. 2Q26E TRACKS TO $54.7B (+29% Y/Y, +12% Q/Q), WITH UTILI

Record $48.8B in seasonally soft Q1 with 9th consecutive y/y growth and accelerating 2Q26E guidance.