TSMC Captures 73% of Foundry Market as AI Chip Demand Surges

Demand for generative AI infrastructure and high-performance computing is driving a wave of orders for advanced semiconductors, lifting revenue across the global foundry industry. TSMC’s technology lead, manufacturing scale and broad customer base have reinforced its dominance, while Samsung Electronics and Semiconductor Manufacturing International Corp. remain distant challengers. The widening gap shows how AI investment is concentrating production among companies capable of delivering leading-edge chips at high volume.

TSMC captured 73% of the global foundry market in the second quarter of 2026, retaining the top position as AI chip orders surged and advanced-node capacity remained tight, according to the latest market data. Growth was supported by volume production of its 2-nanometer process and the continued ramp-up of 3-nanometer capacity. Samsung ranked second with a 7% share, while China’s SMIC held third place at 5%.