The growing demand for AI-related products has significantly altered the supply-and-demand balance for mature process nodes.

Rising demand for AI servers, general-purpose servers, and edge AI devices is prompting foundries to dedicate an increasing share of wafer capacity to AI-related products, according to TrendForce’s latest research. This shift has significantly altered the supply-and-demand balance for mature process nodes.

On the 8-inch side, rising demand for AI power devices, together with production cuts by TSMC and Samsung, has driven both capacity utilization and foundry prices sharply higher.

In the 12-inch mature-node segment, TSMC’s production cuts are expected to create mid- to long-term order transfer opportunities. At the same time, strong demand for power ICs on 55nm and larger nodes has tightened the high-voltage (HV) process capacity at Taiwanese foundries, prompting some HV orders to shift to Chinese suppliers. These developments—combined with incremental AI-driven demand and raw material inflation—are strengthening pricing momentum for 12-inch mature-node foundry services.