AI component capacity squeeze and foundry output cuts to extend mature-node price increases in 2027

TrendForce’s latest research reveals that rising demand for AI servers, general-purpose servers, and edge AI devices is prompting foundries to dedicate an increasing share of wafer capacity to AI-related products. This shift has significantly altered the supply-and-demand balance for mature process nodes. On the 8-inch side, rising demand for AI power devices, together with production cuts by TSMC and Samsung, has driven both capacity utilization and foundry prices sharply higher.