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   Mature-node foundry utilization seen at 91% in Q4 as Q1 2027 prices rise

   Market research firm Sigmaintell forecasts that global mature-process foundries will run at an average 91% capacity utilization in the fourth quarter of 2026, with 12-inch and 8-inch mature-node prices set to rise 4% to 8% quarter over quarter in Q1 2027, TechNews reported. The 90nm node shows the steepest gains, up 4% to $1,250 in Q4 and projected to climb another 8% to $1,350 in Q1 2027, while 28nm and 40nm hold at $2,500 and $1,900 in Q4 before an expected 6% and 5% increase respectively. TechNews, citing the analysis, attributes part of the demand to AI infrastructure buildout lifting 55nm and 90nm production of NOR Flash, high-performance MCUs and power management chips, with 8-inch fabs reporting order visibility of about six months.

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