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Foundry Market Bulletin - Aug. 17, 2026
Last Modified
2026-08-17
Update Frequency
Biweekly
Format
2Q26 foundry revenue rose broadly; overseas, China fab expansion should keep capacity tight, lifting full-year momentum.
Key Highlights
- Samsung: Revenue rose on advanced-node strength; Taylor 2nm advances.
- SMIC: AI IC, restocking lifted revenue, high utilization.
- HuaHong: Shipments, ASP rose on eNVM, memory growth.
- Nexchip: Capacity tight, expansion proceeds steady.
- Others: GF, Tower gained on AI optical demand.
Table of Contents
- Samsung
- SMIC
- HuaHong
- Nexchip
- Other Foundries
- Foundries' 2Q26 Actual Revenue vs. Guidance
<Total Pages: 4>
Category: Wafer Foundries
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