▲ Taiwan's TSMC
As major foundry companies recorded a record high in revenue in the second quarter of this year, the market share gap between Taiwan's TSMC and Samsung Electronics continued to widen.
According to market research firm TrendForce, the combined revenue of the world's top 10 foundries in the second quarter of this year increased by 11.5 percent from the previous quarter to reach approximately 53.49 billion dollars, setting an all-time high.
Taiwan's TSMC reported second-quarter revenue of approximately 40.2 billion dollars, up 12.1 percent from the previous quarter.
Its market share ticked up to 72.5 percent from 72.3 percent in the previous quarter, maintaining its top position.
▲ Ranking of major foundry companies in the second quarter of 2026
TrendForce analyzed that "strong demand for AI server graphics processing units (GPUs) and custom AI chips (XPUs) kept 3-, 4-, and 5-nanometer process lines running at full capacity," adding that "initial inventory build for new iPhones supported the performance, and the 2-nanometer process contributed to revenue for the first time, driving up both wafer shipments and average selling prices (ASPs) compared to the previous quarter."
Samsung Electronics posted revenue of 3.26 billion dollars during the same period, a 1.8 percent increase from the previous quarter.
However, as competitors grew at a faster pace, its market share fell from 6.5 percent in the previous quarter to 5.9 percent.
The market share gap between TSMC and Samsung Electronics widened from 65.8 percentage points in the first quarter to 66.6 percentage points in the second quarter.
Chinese companies showed relatively steep growth.
SMIC jumped to third place with revenue surging 20 percent from the previous quarter to approximately 3.0 billion dollars.
Its market share stood at 5.4 percent, further narrowing the gap with Samsung.
UMC's second-quarter revenue was tallied at approximately 2.18 billion dollars, up 12.7 percent from the previous quarter.
Fifth-ranked GlobalFoundries saw its revenue increase by 9.3 percent from the previous quarter to 1.79 billion dollars.
Looking ahead to the third quarter, TrendForce forecasted that "the seasonal increase in flagship smartphone shipments and the expanded production of next-generation AI and HPC platforms will provide additional momentum to foundry revenue."
(Photo: AP, provided by TrendForce, Yonhap News)
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