According to ChainCatcher, TrendForce’s latest foundry industry research showed that the world’s top 10 semiconductor foundries posted combined revenue of nearly $53.49 billion in the second quarter of 2026, up 11.5% from the previous quarter and marking another record high.
AI and early consumer inventory builds supported growth
TrendForce said the increase was mainly driven by continued tight supply for advanced-node production used in AI and high-performance computing processors, as well as stronger demand for AI-related peripheral chips such as PMICs and power discrete components. Early stocking by consumer supply chains for TVs, PCs and notebooks also made capacity at some mature nodes more constrained.
TSMC stayed well ahead of the market
TSMC remained the clear leader in the second quarter, with revenue close to $40.2 billion, up 12.1% quarter over quarter, and a market share of 72.5%. TrendForce said demand for AI server GPUs and XPUs kept its 5/4nm and 3nm capacity fully loaded. Initial inventory preparation for the new iPhone also contributed, while 2nm generated revenue for the first time.
Samsung remained second as SMIC gained ground
Samsung Foundry ranked second with revenue of $3.26 billion, up slightly by 1.8% from the prior quarter, while its market share slipped to 5.9%. SMIC ranked third with revenue above $3 billion, a 20% quarterly increase, and its market share rose to 5.4%, narrowing the gap with Samsung.
Revenue rankings from fourth to tenth place
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 about $1.79 billion in revenue, up 9.3%, with a 3.2% market share.
HuaHong Group placed sixth with revenue above $1.27 billion, up 3.5%. Tower, VIS, Nexchip and PSMC ranked seventh through tenth, with revenue of $460 million, $451 million, $447 million and $432 million, respectively.