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[TrendForce: Revenue of the world's top ten IC design houses increased by 73% year-on-year in the second quarter. AI demand continues to be strong] September 11th, according to TrendForce's latest IC design industry research, as AI-related applications expand, demand for GPUs, CPUs, ASICs, interconnect products, etc. rises, driving the combined revenue of the world's top ten fabless IC design houses to increase by 73% year-on-year in the second quarter of 2026, exceeding US$141.45 billion. NVIDIA is firmly at the top of the list, and AMD has benefited from the improvement of CPU in agent-based AI applications, ranking third. Qualcomm (Qualcomm) fell back to fourth place due to the weakening of its mobile phone business.
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