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Forecast: Semiconductor Foundry Revenue, Supply and Demand, Worldwide, 2Q21 Update


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Summary

Despite the raised wafer ASPs due to supply-demand imbalance, foundry fabs remain highly utilized in 2021 as revenue is projected to grow by 16.6% to reach $90.4B. A race in increasing the capex investment will result in an oversupply of wafers during 2024 to 2025 as utilization rate dips below 80%.

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