TrendForce said the world’s top 10 wafer foundries generated combined revenue of nearly $53.49 billion in the second quarter of 2026, up 11.5% from the previous quarter and a record high. According to ChainCatcher, the increase was driven by continued shortages of advanced-process capacity for AI and HPC processors, rising demand for peripheral AI chips such as PMICs and power discrete devices, and early stocking across TV, PC, and notebook supply chains.

TSMC remained the largest foundry, with second-quarter revenue of nearly $40.2 billion, up 12.1% quarter over quarter and a 72.5% market share. AI server GPU and XPU demand kept its 5/4nm and 3nm capacity fully utilized, while early production for the new iPhone also contributed, and 2nm technology generated revenue for the first time.

Samsung Foundry ranked second with revenue of $3.26 billion, up 1.8% quarter over quarter, while its market share fell to 5.9%. SMIC ranked third with revenue above $3 billion, up 20% quarter over quarter, lifting 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. GlobalFoundries ranked fifth with revenue of about $1.79 billion, up 9.3%. Hua Hong Group ranked sixth with revenue above $1.27 billion, up 3.5%. Tower, Vanguard International Semiconductor, Nexchip, and Powerchip ranked seventh through tenth with revenue of $460 million, $451 million, $447 million, and $432 million, respectively.