Catalog of SIP Cores
System on Chip design resources
System on Chip design resources
June 15, 2026 -
TrendForce's latest investigation into the foundry industry reveals that strong shipments of AI HPC chips and related components continued throughout 1Q26. Meanwhile, TV and PC/notebook supply chains accelerated production schedules and increased inventory levels for peripheral ICs, prompting foundries to receive pull-in orders and additional customer bookings.
Although smartphone seasonality remained a headwind, the impact was largely offset by early inventory replenishment across consumer electronics supply chains. As a result, the traditional seasonal slowdown was notably muted, with combined revenue of the world's top 10 foundries rising 3.7% QoQ to US$47.95 billion, setting another quarterly record.
Looking ahead to 2Q26, TrendForce expects the benefits from early inventory stocking by TV and PC/notebook ODMs and brands to extend for roughly another quarter. Additionally, smartphone vendors are gradually entering their new product build cycle.