The semiconductor foundries market crossed $266 billion this year, growing at roughly 7.5% CAGR while AI accelerators and HBM demand redraw the leading-edge capacity map.  TSMC’s N2 slots are sold out through Q2 2027. Samsung’s 2 nm GAA is in mass production. Intel Foundry’s backlog cleared $15 billion. SMIC is being rationed by Beijing to […]