Dynamics in the semiconductor foundry industry and strong demand for AI products have led to the revenue at the top ten foundries increasing by 3.7% in the first quarter, says market research firm TrendForce. The research firm adds that underutilization for some nodes fell during the first quarter, and with manufacturers expecting utilization to grow in the second quarter, wafer prices can also rise later during the year. Top Global Foundries See Revenue Grow Despite Lower Smartphone Demand, Says Research Firm The first quarter of a calendar year is a slow quarter for foundries since smartphone demand typically slows down. […]
Read full article at https://wccftech.com/ai-chip-frenzy-drags-foundry-revenue-up-3-7-in-q1-yet-wafer-prices-are-about-to-hit-customers-next/