September 10, 2026 / SemiMedia / — Revenue among the world's top 10 semiconductor foundries rose 11.5% quarter over quarter to nearly $53.49 billion in the second quarter of 2026, setting another record high, according to TrendForce. Growth was driven by continued shortages of advanced-node capacity for AI and HPC processors, along with rising demand for AI-related PMICs and power devices that also tightened some mature-node capacity.

TSMC generated nearly $40.2 billion in foundry revenue during the quarter, up 12.1% sequentially, and increased its market share to 72.5%. Demand for AI server GPUs and XPUs kept its 5/4nm and 3nm capacity highly utilized, while new iPhone production and the first revenue contribution from 2nm also supported growth.

Samsung Foundry remained in second place with revenue of about $3.26 billion, up 1.8% quarter over quarter, while its market share slipped to 5.9%. Advanced-node orders including HBM base dies increased during the quarter, and pricing for 5/4nm and more advanced processes also moved higher.

SMIC ranked third as revenue jumped 20% sequentially to more than $3 billion, lifting its market share to 5.4% and narrowing the gap with Samsung. Growth was supported by early consumer electronics procurement, rising orders for AI peripheral ICs and server networking chips, as well as stronger NAND and NOR Flash foundry demand.

UMC maintained fourth place with a 3.9% market share. Its second-quarter revenue increased 12.7% to nearly $2.18 billion as PC and notebook customers continued advance procurement, server-related FPGA orders increased, and 8-inch capacity utilization recovered.

TrendForce expects foundry revenue to continue rising in the third quarter as flagship smartphone production ramps up and next-generation AI and HPC platforms enter volume production. Continued concerns over mature-node capacity and possible wafer price increases are also encouraging customers to maintain wafer starts.