[Organization: 2Q26 wafer foundry revenue approaches US$53.49 billion, demand for advanced processes and AI continues to be strong] September 9th, according to TrendForce’s latest wafer foundry industry research, the combined output value of the world’s top ten foundries increased by 11.5% quarter-on-quarter in the second quarter of 2026, reaching close to US$53.49 billion, setting a new high. Growth momentum: In addition to the continued supply shortage of advanced processes such as AI HPC main chips, the demand for AI peripheral ICs such as PMIC/Power Discrete has increased simultaneously. In addition, the effect of advance stocking of consumer supply chains such as TVs, PCs/laptops has continued, driving the production capacity of some mature processes to become tight. Observing the third quarter revenue performance, consumer IC design customers consider that mature process production capacity may continue to be squeezed out, and wafer prices are expected to rise, so there will still be a certain momentum for wafer production. In addition, flagship smartphone models have entered the stocking cycle, and AI HPC has been transferred to new platforms to increase volume, which will help further increase the overall foundry output value.