TSMC: Taiwan foundry revenues to go down in 1Q25 before rebound in 2Q25; mature nodes to face price competition from China, says DIGITIMES

The combined revenue of Taiwan's major wafer foundry houses is anticipated to hit US$27.71 billion in the first quarter of 2025, a sequential decline of 5.8%. However, as AI/HPC chip demand continues to be strong and consumer electronics inventory is being gradually replenished, revenue in the second quarter is expected to rebound 5.7% quarterly to US$29.3 billion, according to DIGITIMES' quarterly report covering Taiwan's wafer foundry industry.