US EditionStrong AI Momentum to Drive 24.8% Growth in Foundry Revenue in 2026
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Foundry Revenue Expected to Surpass 300 Trillion Won Amid AI Industry Growth; Possibility of Price Hikes by Samsung and TSMC. A forecast has emerged that the scale of foundry semiconductor contract manufacturing revenue could exceed 300 trillion won this year, driven by the growth of the artificial intelligence (AI) semiconductor industry. According to market research firm TrendForce on the 19th, North American cloud services
TSMC Widens Market Share Gap with Samsung While Foundry Market Nears $170 Trillion
Foundry business revenue is expected to exceed $169.5 billion this year. (Photo: BusinessKorea DB) Forecasts suggest that foundry (semiconductor contract manufacturing) revenue could exceed $169.5 billion this year, driven by the expansion of in-house chip development by global Big Tech and artificial intelligence (AI) startups. Taiwan’s TSMC, the undisputed leader in the foundry sector, reportedly captured 70% of the global foundry market last …
Strong AI Momentum to Drive 24.8% Growth in Foundry Revenue in 2026
TrendForce's latest research on the foundry industry reveals that continued investment in the AI arms race by North American CSPs and AI startups will keep demand for AI processors and supporting ICs strong in 2026. Global foundry revenue is projected to grow 24.8% YoY to approximately US$218.8 billion, with TSMC expected to post the largest increase of around 32% YoY. Demand for advanced nodes will continue to be driven by AI GPUs from compani…
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