TSMC's market share 72.3% leads the field, widening its gap with Samsung
According to TrendForce, TSMC recorded 2026 year 1 quarter foundry market share of 72.3%. The top 10 quarters' revenue totaled 479hundred million 5300ten-thousand dollars, and the report analyzed that shipments of high-performance chips for AI remained solid.
According to TrendForce, Taiwan's TSMC announced that it recorded 2026 year 1 quarter foundry market share of 72.3%. This figure is important to investors because the competitive landscape in foundries could affect investment decisions.
The report said the quarterly revenue of the top 10 companies totaled 479hundred million 5300ten-thousand dollars. This figure is the highest on a quarterly basis.
The report said revenue for the same period increased 30.7% year on year and 3.7% from the previous quarter.
TSMC recorded revenue of 358hundred million 5500ten-thousand dollars and achieved a market share of 72.3% during the quarter.
TrendForce analyzed that shipments of AI high-performance computing (HPC) chips and related components remained solid 1throughout the quarter. It also reported that the seasonal downturn was eased as chips for consumer electronics were replenished early.
The report stated that the gap with Samsung Electronics’ foundry division had widened. It reached this conclusion based on the figures of individual companies and changes in the market structure.
The revenue of the top 10companies was presented as approximately 73trillion won, while TSMC’s revenue was converted and presented as approximately 54trillion 4,000hundred million won.
Sources: 파이낸셜뉴스 산업
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