NuAxiSemiconductor trade intelligence

SMIC narrows gap with Samsung as global foundry revenue hits record $53.49 billion

What happened

SMIC reported Q2 2026 revenue of $3.006 billion, up 20% QoQ, narrowing its market share gap with Samsung Foundry. Growth was driven by advance procurement in PCs and rising demand for AI peripherals and NAND Flash amid shortages. This signals strong bullish momentum for SMIC and the memory sector.

Impact and signal

Medium impactImpact score: 65/100

Affected components and suppliers

NAND FlashNOR FlashAI Peripheral ICsServer Networking Products

SMICSamsung FoundryTSMC UMCGlobalFoundries

revenuegrowthmemory_shortageai_demand

Source and time

Source: Evertiq · 9/10/2026 · View original source

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SMIC narrows gap with Samsung as global foundry revenue hits record $53.49 billion

What happened

Impact and signal

Affected components and suppliers

Source and time

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