Analysis: Utilization Rises and New Capacity Is Planned

2 Min Read January 20, 2026

AI demand keeps 8‑inch foundries running hot, setting up tighter supply and potential power and analog price gains in 2026.

AI-driven demand for power ICs is supporting utilization at 8-inch foundries even as TSMC and Samsung reduce legacy capacity, a shift that may drive price increases for power and analog components in 2026. This report accompanies the Industry Performance Data Table.

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