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Wire · market

STOCKS | Counterpoint Says Global Pure-Play Foundry Market Grew 29% in Q2

28 August 2026 · By · Wire by Fusion42

Published

28 August 2026

Topic

market

◆ Sectors

SemiconductorsAI Infrastructure

◆ Source

Read at binance.com →

◆ Verified

Fusion42 · 28 August 2026 · Fusion42 review

The global pure-play semiconductor foundry market grew 29% year-on-year in Q2 2026, driven mainly by AI chip demand. TSMC maintained market leadership with 73% share due to advanced process node production and capacity expansion, while Samsung focused on yield improvement and wafer pricing.

This Wire brief sits within Fusion42's coverage of Semiconductors and AI Infrastructure.

◆ ◆ The Wire takeaway

The booming AI chip demand is creating openings to supply the foundry bottleneck. If you build equipment or services that support 2nm and 3nm production, now is a clear moment to engage with TSMC and Samsung for growth.

◆ Coverage

1 source · 28 Aug 2026

◆ Related on Wire

◆ Topics

SemiconductorsAI Infrastructuresemiconductorsmarket-growthai-chipstsmcsamsungfoundry