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.
The report ties mature-node price momentum mainly to AI infrastructure expansion pulling demand for peripheral chips, indicating AI buildout is feeding through the supply chain to 55nm/90nm and 8-inch capacity.
市調機構 Sigmaintell 最新預測顯示，受惠於半導體市場復甦與能源、材料成本上升，全球成熟製程晶圓代工廠第四季平均產能利用率高達 91%。在成本壓力與需求回溫帶動下，2027 年第一季 12 吋與 8 吋成熟製程晶圓代工價格將全面調漲，預估季增 4% 至 8% 不等。
根據 Sigmaintell 的統計，成熟製程涵蓋 12 吋晶圓及8吋晶圓。2026 年第四季成熟製程價格呈現溫差，其中 28 奈米與 40 奈米晶圓價格分別維持在 2,500 美元與 1,900 美元，與上一季持平。然而，隨著成本壓力轉嫁，2027 年第一季 28 奈米價格預計調漲 6% 至 2,650 美元，40 奈米則預計上漲 5% 至 2,000 美元。
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