NuAxiSemiconductor trade intelligence

👀 AI/HPC demand lifted top 10 foundry revenue 11.5% QoQ to nearly US$53.5B in 2Q26, another record high. As demand extends from advanced to mature ...

What happened

TrendForce reports top 10 foundry revenue reached $53.5B in 2Q26, up 11.5% QoQ. AI/HPC demand is driving this growth, extending into mature nodes. This signals strong demand and potential supply constraints.

Impact and signal

Medium impactImpact score: 65/100

Affected components and suppliers

TSMC Samsung Electronics UMC SMICGlobalFoundriesSMEE

revenuerecord-highAIHPCmature-nodes

Source and time

Source: TrendForce Official (Market Data) · 9/9/2026 · View original source

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👀 AI/HPC demand lifted top 10 foundry revenue 11.5% QoQ to nearly US$53.5B in 2Q26, another record high. As demand extends from advanced to mature ...

What happened

Impact and signal

Affected components and suppliers

Source and time

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