Wire · operational-macro
SMIC Outgrows TSMC and Samsung With 20% Surge, Overtaking GlobalFoundries as ...
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Fusion42 · 9 September 2026 · Fusion42 review
China's SMIC grew its semiconductor foundry revenue by 20% in Q2 2026, overtaking GlobalFoundries to become the world's third-largest chip manufacturer by revenue, closing the gap with Samsung. The growth was driven by consumer electronics supply chain demand and networking products for data centers.
This Wire brief sits within Fusion42's coverage of Semiconductors.
◆ ◆ The Wire takeaway
Your semiconductor supply options just shifted with SMIC rising fast and challenging Samsung's foundry position. Chipmakers relying on legacy suppliers must reassess capacity and access in China or risk losing scale.
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1 source · 9 Sep 2026
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