Photonics integrated circuits

Rising AI-driven demand for power ICs and capacity cuts fuels potential 8-Inch foundry price hikes

TSMC and Samsung are cutting 8-inch wafer capacity, pushing global 8-inch capacity to a projected 2.4% year-over-year decline in 2026. AI-driven demand for power ICs is becoming the key pillar supporting 8-inch fab utilization throughout the year.