Top 10 nhà máy đúc wafer đạt doanh thu gần 53,5 tỷ USD trong quý 2 năm 2026

The Huoxing Finance report, citing the latest research from TrendForce on the wafer foundry industry, shows that the combined revenue of the top ten global wafer 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-demand imbalances in advanced nodes for AI and HPC processors, as well as rising demand for peripheral AI chips such as PMICs and power discrete devices; preemptive inventory building 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, with a market share of 72.5%. Demand for AI server GPUs and XPUs filled its 5/4nm and 3nm capacities, 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, with its market share declining 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, with a market share of 3.9%. GlobalFoundries ranked fifth with revenue of approximately $1.79 billion, up 9.3% quarter-over-quarter, with a market share of 3.2%. Hua Hong Group ranked sixth with revenue exceeding $1.27 billion, up 3.5% quarter-over-quarter. Tower, UMC, JCET, and Powerchip ranked seventh through tenth with revenues of $460 million, $451 million, $447 million, and $432 million respectively.