The world’s top ten foundries booked a record $53.49B in the June quarter, up 11.5 percent from the prior three months, as AI processor demand strained advanced capacity, according to TrendForce data released this week. Power management chips, networking silicon and optical components added to the surge.
TSMC led with about $40.2B in sales, up 12.1 percent, lifting its share to 72.5 percent from 72.3 percent, another high for the Taiwanese giant. Its 3nm and 5nm lines ran full for AI GPUs and accelerators, Apple’s iPhone builds added volume, and 2nm production generated revenue for the first time, raising both wafer shipments and average selling prices.
Samsung Foundry stayed second with $3.26B, up 1.8 percent on HBM base dies and advanced-node orders, but its share slipped to 5.9 percent from 6.5 percent. SMIC is closing the gap from third place: revenue jumped 20 percent to about $3.01B, lifting its share to 5.4 percent, within half a point of Samsung. The Chinese foundry shipped 2.9 million 8-inch-equivalent wafers, ran at 93.7 percent utilization and invested about $3.4B in the first half.
UMC held fourth at $2.18B with a 3.9 percent share, followed by GlobalFoundries at $1.79B. The top ten accounted for 96.5 percent of all foundry sales. TrendForce expects the pure-play foundry market to keep expanding as consumer demand recovers, AI orders stay strong and smartphones enter peak season.
