TSMC's Market Share Grows as Rivals Struggle to Keep Up
Taiwan Semiconductor Manufacturing Company (TSM) has increased its global foundry market share to 72.5% in the second quarter of 2026, according to TrendForce data. This slight increase reflects TSMC's continued dominance despite operating at full capacity for advanced AI server chips and benefiting from early iPhone inventory builds. Samsung Electronics (SSNLF) saw its market share drop slightly to 5.9%, widening the gap between it and TSMC by nearly a percentage point in one quarter. Meanwhile, China’s Semiconductor Manufacturing International Corp (SMIC) is gaining ground on Samsung with revenue rising 20% sequentially due to demand for PC components and memory chips. Despite strong performance across the foundry sector—total top-10 foundries' combined revenue hit $53.49 billion—TSMC’s stock has underperformed, trading below its record high.
Topics: chip manufacturing global foundry market Samsung Electronics semiconductors TSMC