The foundry industry hit a record $48.8B in 1Q26, +32% y/y and +3% q/q in seasonally soft Q1, marking the 9th consecutiv…
SemiAnalysis Twitter · SemiAnalysis (@SemiAnalysis_) · 2026-06-01
SemiAnalysis reports the global semiconductor foundry industry hit a record $48.8 billion in Q1 2026, marking the ninth consecutive quarter of year-over-year growth, with TSMC's market share concentration exceeding 95% and continuing to widen.
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Extraction
Topics: semiconductor-foundrytsmcsemiconductor-marketai-infrastructure
Claims
- The global semiconductor foundry industry hit a record $48.8 billion in Q1 2026.
- Q1 2026 represented +32% year-over-year and +3% quarter-over-quarter growth despite being a seasonally soft quarter.
- Q2 2026 is estimated at $54.7 billion, representing +29% year-over-year and +12% quarter-over-quarter growth.
- This marks the ninth consecutive quarter of year-over-year foundry industry growth.
- TSMC's market concentration has exceeded 95% and continues to widen relative to other foundries.
Key quotes
The foundry industry hit a record $48.8B in 1Q26, +32% y/y and +3% q/q in seasonally soft Q1, marking the 9th consecutive quarter of y/y growth.
2Q26E tracks to $54.7B (+29% y/y, +12% q/q), with utilization climbing broadly across foundries. TSMC concentration kept widening. 95%+