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Global Foundry Revenue Approaches US$53.49 Billion in 2Q26 as SMIC Narrows Market ...
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Fusion42 · 9 September 2026 · Fusion42 review
Global foundry revenue reached a record $53.49 billion in 2Q26, driven by supply constraints and rising demand for AI and HPC chips. SMIC notably increased market share to 5.4%, narrowing the gap with Samsung, as advanced process demand and premium pricing lifted major players' revenues.
This Wire brief sits within Fusion42's coverage of Semiconductors and AI Infrastructure.
◆ ◆ The Wire takeaway
Your semiconductor business faces a shift as SMIC closes in on Samsung’s foundry share, signalling rising competition in advanced chip manufacturing you can no longer ignore. Bear in mind that supply pressures and premium wafer pricing will keep costs high and capacity tight, so act now to secure partners or diversify your supply chain.
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1 source · 9 Sep 2026
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