Tariff Effects and China Subsidies Soften Global Foundry Industry - Electronic Products & Technology

Tariff effects and China subsidies soften global foundry industry - Electronic Products & Technology

TrendForce’s latest investigations find that the global foundry industry recorded 1Q25 revenue of US$36.4 billion—a 5.4% QoQ decline. The downturn was softened by last-minute rush orders from clients ahead of the U.S. reciprocal tariff exemption deadline, as well as continued momentum from China’s 2024 consumer subsidy program. These factors help offset the typical seasonal slump.  Looking ahead to Q2, the effects of tariff-driven early procurem…

Top 10 foundries face tariffs and subsidies, 1Q revenue declines

The global foundry industry recorded USD 36.4 billion in revenue for Q1 2025, representing a 5.4% quarter-on-quarter decline, according to TrendForce. The revenue drop was softened by last-minute rush orders ahead of the US reciprocal tariff exemption deadline and continued demand driven by China’s 2024 consumer subsidy program.