TSMC held an estimated 72.5% of global foundry revenue in Q2 2026. A foundry is a contract chip manufacturer: it makes semiconductors designed by other companies. The estimate puts TSMC well ahead of its nearest-ranked rivals, though it measures revenue from foundry services—not the share of all chips made or shipped worldwide.
TSMC’s share of the global foundry market
TSMC’s estimated share was 72.5% in Q2 2026, compared with 72.3% in Q1. Its foundry revenue for the second quarter was nearly $40.2 billion, up 12.1% from the previous quarter. That revenue increase and the market-share estimate describe different measures: one tracks revenue growth over a quarter, the other TSMC’s portion of foundry revenue.
How the foundry ranking compares
The five highest-ranked foundries by Q2 2026 revenue share were TSMC, Samsung Foundry, SMIC, UMC and GlobalFoundries. TSMC’s 72.5% share was 66.6 percentage points above Samsung Foundry’s 5.9%.
| Rank | Foundry | Share of foundry revenue |
| 1 | TSMC | 72.5% |
| 2 | Samsung Foundry | 5.9% |
| 3 | SMIC | 5.4% |
| 4 | UMC | 3.9% |
| 5 | GlobalFoundries | 3.2% |
Factors associated with TSMC’s Q2 result
The quarter’s market analysis associated TSMC’s performance with strong demand for AI-server GPUs and XPUs, fully booked capacity at 5/4nm and 3nm, early inventory building for new iPhones, and initial revenue from 2nm. These factors were linked to the quarter’s results; the figures do not isolate any one of them as the cause of TSMC’s market share.
What foundry revenue share measures
The 72.5% figure is TSMC’s estimated portion of global revenue from foundry services in Q2 2026. It is not a count of chips: semiconductor production also includes chips made outside the contract-foundry market, and revenue share does not state how many units each company manufactured.
