TrendForce´s latest investigations indicate that global foundry revenue in the second quarter of 2025 reached a record level, though the report does not state the exact dollar value. Revenue rose 14.6% quarter on quarter. TrendForce attributes the quarter´s strength to early stocking prompted by China’s consumer subsidy program and to buildup ahead of a wave of new smartphones, notebooks and personal computers, and servers scheduled to launch in the second half of the year.
The research notes that both capacity utilization and wafer shipments improved significantly across the top ten foundries during 2Q25. Improvements in utilization and shipment volumes were cited broadly rather than by individual supplier, and the report emphasizes that gains were industry wide among the largest contract manufacturers. These operational improvements accompanied the seasonal inventory and product cycle effects cited as demand drivers.
Looking toward the third quarter of 2025, TrendForce expects seasonal demand for new products to sustain order momentum. Advanced process nodes are projected to benefit from strong demand for flagship chips, while mature nodes should be supported by orders for peripheral integrated circuits. As a consequence, industry-wide utilization rates are expected to rise further, underpinning continued revenue growth, though TrendForce anticipates the pace of growth will moderate compared with the second quarter.
