TrendForce’s latest statistics indicate that in the first quarter of 2026, the world’s top ten wafer foundries achieved a combined revenue of US$47.95 billion, an increase of 3.7% from the previous quarter.Among them, TSMC continued to lead the way with revenue of US$35.86 billion, a quarter-on-quarter increase of 6.3%, and its market share further climbed to 72.3%.


Samsung was dragged down by the off-season for mobile terminal production, with its revenue shrinking by 5.8% month-on-month to US$3.2 billion, and its market share narrowed to 6.3%. SMIC achieved revenue of US$2.5 billion, a slight increase of 0.6% month-on-month, and its market share remained stable at 5.2%.

UMC and GlobalFoundries are both under pressure. The former's revenue fell 3.2% month-on-month to $1.93 billion, and its market share fell to 3.9%; the latter's month-on-month decrease reached 11%, with revenue of $1.63 billion, and its market share dropped to 3.3%.

The rankings from sixth to tenth have been slightly adjusted. Huahong, Gaota Semiconductor, Hefei Jinghe, World Advanced Semiconductor and Power Semiconductor occupy the above seats, among which Hefei Jinghe and World Advanced Semiconductor swap rankings.


The continued release of the demand for artificial intelligence computing power has become the core variable driving the growth of the foundry industry this time. The demand for additional orders and early start-up of production in the upstream and downstream of the AI ​​industry chain has effectively offset the pressure on vacant production capacity caused by the traditional off-season for smartphones.

Looking forward to the second quarter, ODM manufacturers and terminal brands in the fields of TVs, PCs and notebooks are expected to maintain their momentum for early shipments for about another quarter.

At the same time, the smartphone industry chain will gradually enter the new phone stocking cycle, and wafer foundries have notified customers of price adjustment expectations in the second half of the year, further prompting downstream companies to lock in production capacity in advance.

TrendForce estimates that the revenue of the world's top ten wafer foundries is expected to set a new historical record in the second quarter, and the sequential growth rate will be significantly accelerated compared with the first quarter.