2Q26 Revenue Ranking among Top 10 Global Foundries

Last Modified

2026-09-04

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Quarterly

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PDF

AI peripheral demand drove advanced nodes and spilled into mature nodes, while consumer restocking continued, lifting 2Q26 revenue to a new high. Top five stayed stable; VIS rose on stronger demand, reshuffling sixth-to-tenth. Growth should continue.

Key Highlights

Record Revenue: AI peripheral demand, restocking lifted 2Q26 revenue to a new high.
Top Five Stable: TSMC stayed loaded as a new node began contributing revenue.
Ranks Reshuffled: VIS rose on stronger AI peripheral IC demand; Nexchip fell to ninth.
Mature Nodes Tighten: Restocking and AI peripheral demand lifted utilization.
Outlook Improves: New platforms, flagship restocking should sustain growth.

Introduction
AI-Related Demand Spills Over to Advanced and Mature Nodes, Boosting Momentum for the Top Five Foundries
Vanguard Returned to 8th Place Attributed to Client Demand for PMIC and Quarterly Foundry Price Hikes
- 2Q26 Revenue Ranking among Top 10 Global Foundries

2Q26 Revenue Ranking among Top 10 Global Foundries