On September 9, TrendForce released new data: the combined revenue of the world’s top 10 wafer foundries rose 11.5% quarter-on-quarter in Q2 2026, reaching nearly USD 53.49 billion, hitting a new all-time high.

TSMC maintained its leading position with Q2 revenue of nearly USD 40.2 billion and a 72.5% global market share. Driven by AI server GPU/XPU demand, its 5/4nm and 3nm advanced nodes ran at full capacity. The 2nm process contributed revenue for the first time alongside Apple new-product preparation.

Samsung Foundry ranked second, followed by SMIC, UMC and GlobalFoundries. SMIC achieved 20% QoQ revenue growth, fueled by PC/Notebook stocking, AI peripheral ICs, server networking chips and rising demand for NAND / Nor Flash foundry services.

The AI computing boom continuously fuels demand for advanced processes, power chips, memory chips, FPGAs and interface chips.

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