The global wafer foundry industry will grow by a compound annual growth rate (CAGR) of 11.5% from 2024 to 2029, reaching US$270 billion, driven by AI and high performance computing (HPC) applications that will gear up demand for advanced processes and advanced packaging making them the primary growth driver for the sector, according to DIGITIMES Research
On the other hand, starting in 2024, foundry houses will gradually introduce new advanced and mature process capacities to meet medium- to long-term customer demands. However, geopolitical risks will remain an uncertain factor affecting the industry's development over the next five years, prompting related companies to redefine the scope of their foundry businesses and adopt multi-location production strategies.
In 2024, although the semiconductor industry is gradually recovering from the adverse impacts of inventory adjustments on customers, weak consumer demand has weighed on mature processes, making foundry houses rely on AI/HPC applications as the year's growth driver.
Table 1: Key factors affecting the global wafer foundry industry: Demand side
Table 2: Key factors affecting the global wafer foundry industry: Supply side
Chart 1: Economic growth of global and major markets, 2023-2029
Table 4: Top foundries advanced node capacity expansions (k units of 12-inch wafer)
Table 5: Pure-play foundries mature nodes capacity expansions (k units)
Table 8: Wafer foundries capable of providing silicon photonics manufacturing services
Table 9: Major wafer foundries advanced packaging technology deployment
Table 10: Comparison between existing integration of PIC and EIC and COUPE
Table 11: Summary of future development of global foundry industry
