Record growth for semiconductor foundries

The artificial intelligence boom has pushed global revenue for semiconductor foundries to a record level of US$169.5 billion. Demand for high-performance chips for AI applications, model training, and inference has been the main driver of this growth.

Future prospects and potential risks

Despite the current success, signs of potential risks are emerging for the future. Some analysts predict a possible slowdown in demand starting in 2026, which could negatively impact the sector's growth. These risks include possible adjustments in spending on AI infrastructure and changes in deployment strategies.

General context

The foundry sector is crucial for the technology industry, as it produces the chips used in a wide range of devices, from cell phones to servers. The ability of these companies to adapt to the changing needs of the market, particularly in the AI sector, will be crucial to their future success.