According to TrendForce, global top‑10 foundry revenue hit a record $47.95 billion in Q1 2026 , up 3.7% QoQ, driven by AI/HPC demand and early stocking for TVs and PCs, which offset smartphone seasonality.

TSMC led with ~$35.86B (+6.3% QoQ), taking 72% market share , fueled by AI server GPUs, xPUs, and server CPUs.

Samsung ranked second, down 5.8% to ~$3.2B (6.5% share) due to weak smartphone sales, though TV/PC orders provided some support.

SMIC held third at $2.51B (+0.6%, 5.1% share), benefiting from 8‑inch price hikes and pre‑stocking.

HuaHong Group was sixth with $1.23B (+1.2%, 2.5% share).

Nexchip (Hefei) rose to #8 globally – its best ever – with $400M (+3.2% QoQ), driven by TV and PC chip orders.

TrendForce expects Q2 revenue to grow further as stocking continues, smartphones enter new‑model builds, and some foundries signal H2 price hikes.

ICgoodFind: Foundries see broad strength – AI/HPC and consumer stocking lift all boats; Nexchip’s rise to #8 highlights China’s growing role.