TrendForce: The top ten foundry revenues before the second quarter of 2026 are nearly 53.49 billion USD

TrendForce's latest research on the wafer foundry industry shows that in the second quarter of 2026, the total revenue of the world's top ten wafer foundries increased by 11.5% quarter-on-quarter, approaching $53.49 billion, setting a new record. The growth mainly comes from the continued demand exceeding supply 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; the early stocking of consumer supply chains for TVs, PCs, and laptops has also tightened the capacity of some mature processes.

TSMC continues to lead, with revenue nearing $40.2 billion in the second quarter, a quarter-on-quarter increase of 12.1%, and a market share of 72.5%. The demand for AI server GPUs and XPUs has kept its 5/4 nm and 3 nm capacities fully loaded, and the initial stocking of the new iPhone has also contributed, with 2 nm 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 dropping to 5.9%. SMIC ranks third, with revenue exceeding $3 billion, a quarter-on-quarter increase of 20%, and a market share rising to 5.4%, narrowing the gap with Samsung.

UMC maintains fourth place, with revenue of nearly $2.18 billion, a quarter-on-quarter increase 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 increase of 3.5%. Tower, World Advanced, Jinghe Integrated, and Powerchip rank seventh to tenth, with revenues of $460 million, $451 million, $447 million, and $432 million, respectively.