TrendForce: Top 10 Foundry Revenues Reach $53.49 Billion by Q2 2026

TrendForce's latest research shows that the combined revenue of the world's top ten foundries is approaching $53.49 billion in the second quarter of 2026, marking a quarter-on-quarter growth of 11.5%, setting a new record. The growth is primarily driven by the demand for advanced processes in AI and HPC processors, as well as the rising demand for peripheral AI chips such as PMICs and power discrete devices. Additionally, the consumer supply chain's preemptive stocking has led to some tight capacity in mature processes. TSMC continues to lead, with revenue nearing $40.2 billion in Q2, a quarter-on-quarter increase of 12.1%, capturing a market share of 72.5%. The demand for AI server GPUs and XPUs has pushed its 5/4nm and 3nm capacities to full load, and initial stock for the new iPhone has also contributed, with 2nm technology making its first revenue contribution. Samsung Foundry ranks second, with revenue of $3.26 billion, a slight quarter-on-quarter increase of 1.8%, and a market share that has dropped to 5.9%. SMIC ranks third, with revenue exceeding $3 billion, a significant quarter-on-quarter increase of 20%, raising its market share to 5.4%. UMC maintains fourth place, with revenue close to $2.18 billion, a quarter-on-quarter growth of 12.7%, and a market share of 3.9%. GlobalFoundries is fifth, with revenue of approximately $1.79 billion, a quarter-on-quarter increase of 9.3%, and a market share of 3.2%. Hua Hong Group ranks sixth, with revenue exceeding $1.27 billion, a quarter-on-quarter growth of 3.5%. Tower, NXP, ChipMOS, and Powerchip rank seventh to tenth, with revenues of $460 million, $451 million, $447 million, and $432 million, respectively.

This content is provided for general informational purposes only and doesn't constitute financial, investment, legal, or tax advice. Any events, rewards, online promotions, or related information mentioned herein should not be considered a recommendation, solicitation, or invitation to purchase, sell, trade, or otherwise deal in any crypto assets. Crypto assets are highly volatile and may result in loss. The availability of WEEX services, products, and related events may vary by region. You are responsible for ensuring that your participation is in accordance with applicable local laws and regulations.