ME News reports that, as of September 9 (UTC+8), TrendForce’s latest semiconductor foundry industry research shows that the combined revenue of the world’s top ten foundries in the second quarter of 2026 increased by 11.5% quarter-over-quarter to nearly $53.49 billion, setting a new record. The growth was primarily driven by continued strong demand and supply shortages for advanced nodes used in AI and HPC processors, as well as rising demand for peripheral AI chips such as PMICs and power discrete devices. Pre-emptive inventory building by consumer supply chains for TVs, PCs, and laptops also tightened capacity utilization in some mature nodes. TSMC maintained its lead with second-quarter revenue of nearly $40.2 billion, up 12.1% quarter-over-quarter, capturing a 72.5% market share. Demand for AI server GPUs and XPUs kept its 5nm, 4nm, and 3nm capacities fully utilized, while initial inventory preparation for the new iPhone also contributed, with 2nm nodes generating revenue for the first time. Samsung Foundry ranked second with revenue of $3.26 billion, up slightly by 1.8% quarter-over-quarter, as its market share declined to 5.9%. SMIC ranked third with revenue exceeding $3 billion, a significant 20% quarter-over-quarter increase, raising its market share to 5.4% and narrowing the gap with Samsung. UMC held fourth place with revenue of nearly $2.18 billion, up 12.7% quarter-over-quarter, maintaining a 3.9% market share. GlobalFoundries ranked fifth with revenue of approximately $1.79 billion, up 9.3% quarter-over-quarter, with a 3.2% market share. Hua Hong Group ranked sixth with revenue exceeding $1.27 billion, up 3.5% quarter-over-quarter. Tower, Vanguard International Semiconductor, JCET, and Powerchip ranked seventh through tenth, with revenues of $460 million, $451 million, $447 million, and $432 million, respectively. (Source: ChainCatcher)
Top 10 Wafer Fabs Generate Revenue Near $53.49 Billion in Q2 2026
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Summary
Top altcoins showed mixed performance as wafer fabrication revenue reached $53.49 billion in Q2 2026, up 11.5% quarter-over-quarter. TSMC led with $40.2 billion, a 12.1% increase, while Samsung and SMIC ranked second and third. The surge reflects strong demand for AI chips and early inventory buildup. Fear and Greed Index readings indicate that market optimism remains high amid tech-driven growth.
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