Huo Xing Finance reports that TrendForce’s latest semiconductor foundry industry research shows that the combined revenue of the top ten global 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 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-ordering by consumer supply chains for TVs, PCs, and laptops also tightened capacity for mature nodes. TSMC maintained its lead with second-quarter revenue nearing $40.2 billion, up 12.1% quarter-over-quarter, capturing a 72.5% market share. Demand for AI server GPUs and XPUs filled its 5nm, 4nm, and 3nm capacities, while initial inventory buildup for the new iPhone contributed as well, with 2nm nodes generating revenue for the first time. Samsung Foundry ranked second with revenue of $3.26 billion, up slightly 1.8% quarter-over-quarter, as its market share declined to 5.9%. SMIC ranked third with revenue exceeding $3 billion, a robust 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, and a 3.9% market share. GlobalFoundries ranked fifth with revenue of approximately $1.79 billion, up 9.3% quarter-over-quarter, and 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, HJ Integrated, and Powerchip ranked seventh through tenth, with revenues of $460 million, $451 million, $447 million, and $432 million, respectively.
Top 10 wafer foundries generated nearly $53.5 billion in revenue in Q2 2026.
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Summary
Top altcoins showed mixed performance as wafer foundry 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. Rising demand for AI chips and PMICs drove growth. The Fear & Greed Index remained elevated as inventory buildup for consumer electronics tightened capacity. SMIC’s 20% revenue jump narrowed its gap with Samsung, now at 5.4% market share.
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