Wire · operational-macro
Samsung remains No. 2 foundry as AI chip demand lifts market 25%
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Fusion42 · 30 September 2026 · Fusion42 review
The global semiconductor foundry market grew 25% year-over-year in Q2 2026, driven largely by AI chip demand. Samsung maintained its position as the second largest foundry with a 4% market share, benefitting from its SF4 and SF5 processes and ongoing investment in 2nm production and Texas infrastructure expansion.
This Wire brief sits within Fusion42's coverage of Semiconductors.
◆ ◆ The Wire takeaway
Samsung’s ramp in 2nm and Texas expansion open new supply lines just as chipmakers hunt alternatives to TSMC. You can position your chip design or manufacturing startup to tap that wave by aligning with Samsung’s growing capacity this year.
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1 source · 30 Sep 2026
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