In the first quarter of 2026, TSMC's share of revenue across the world's ten largest foundries reached 72%
TrendForce, a market research company, reported that TSMC's revenue share among the top ten foundries globally reached 72% in the first quarter of 2026. This occurred during a period when the combined revenue of the world's top 10 foundries increased by 3.7% quarter-over-quarter to $47.95 billion. TSMC's revenue grew 6.3% quarter-over-quarter to nearly $35.86 billion, driven by demand for AI server GPUs and xPUs.
Verified 2026-10-29
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One company makes most of the world's contract chips, so AI's supply depends heavily on it.
- Price
- $397.78
- 30D
- -5.57%
- AI share of revenue
- 58%
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More on Supply chain
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