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Foundry industry hits record $48.8B in Q1 2026 amid tight supply

By PulseAugur Editorial · [8 sources] ·

The foundry industry experienced a record-breaking first quarter of 2026, with revenues reaching $48.8 billion, marking a 32% year-over-year increase and the ninth consecutive quarter of growth. This surge is driven by tightening supply in mature nodes as TSMC and Samsung exit legacy lines, alongside strong performance from TSMC Arizona and continued demand for advanced AI chips. Emerging players like Rapidus and Huawei are also pushing into the foundry space, indicating a dynamic and expanding market. AI

IMPACT Confirms strong demand for advanced AI chips and capacity expansion, signaling continued growth in the AI hardware sector.

RANK_REASON The cluster reports on record financial performance and market trends within the semiconductor foundry industry, indicating significant industry-wide shifts and performance.

Read on X — SemiAnalysis →

AI-generated summary · Google Gemini · from 8 sources. How we write summaries →

Foundry industry hits record $48.8B in Q1 2026 amid tight supply

COVERAGE [8]

  1. X — SemiAnalysis TIER_1 English(EN) · SemiAnalysis_ ·

    Our Foundry Industry Model captures quarterly supply and demand metrics across every major foundry. Reach out to [email protected] (6/6) https://t.co/sMkqU

    Our Foundry Industry Model captures quarterly supply and demand metrics across every major foundry. Reach out to [email protected] (6/6) https://t.co/sMkqU0wO7S

  2. X — SemiAnalysis TIER_1 English(EN) · SemiAnalysis_ ·

    Intel Foundry's EMIB plus 18A-P/T is positioned as a multi-billion-dollar external franchise into 2028. New entrants still pushing into foundry. Rapidus (2nm/1.

    Intel Foundry's EMIB plus 18A-P/T is positioned as a multi-billion-dollar external franchise into 2028. New entrants still pushing into foundry. Rapidus (2nm/1.4nm), Tata (mature), Huawei (Tau Scaling), and Tesla-SpaceX Terafab targeting 1M wafers/month across logic, memory, and

  3. X — SemiAnalysis TIER_1 English(EN) · SemiAnalysis_ ·

    Mature node finally turns. 8-inch supply tightens as TSMC and Samsung exit legacy lines, supporting an ASP recovery into 2H26-1H27. GoFo and Tower SiPh are movi

    Mature node finally turns. 8-inch supply tightens as TSMC and Samsung exit legacy lines, supporting an ASP recovery into 2H26-1H27. GoFo and Tower SiPh are moving from niche to material with a multi-year contracted pipeline at Tower. UMC Advanced Packaging is on the verge of

  4. X — SemiAnalysis TIER_1 English(EN) · SemiAnalysis_ ·

    TSMC Arizona surprised. After ramping up strongly in CY25 ($2B+ revenue), Phase 1 net profit in 1Q26 alone exceeded the entire CY25 net profit, with the May 13

    TSMC Arizona surprised. After ramping up strongly in CY25 ($2B+ revenue), Phase 1 net profit in 1Q26 alone exceeded the entire CY25 net profit, with the May 13 board approving a record single-tranche Arizona authorization. Samsung Foundry is now well-positioned, anchored by HBM4

  5. X — SemiAnalysis TIER_1 English(EN) · SemiAnalysis_ ·

    After posting +41% y/y growth with ATH GM and OM in 1Q26, TSMC is tracking to high-30s growth in CY26. We raised our TSMC capex outlook again, well above the St

    After posting +41% y/y growth with ATH GM and OM in 1Q26, TSMC is tracking to high-30s growth in CY26. We raised our TSMC capex outlook again, well above the Street. N3 remains the main supply bottleneck of the AI cycle. TSMC is simultaneously building greenfield, expanding

  6. X — SemiAnalysis TIER_1 English(EN) · SemiAnalysis_ ·

    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

    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%+…

  7. X — SemiAnalysis TIER_1 English(EN) · SemiAnalysis_ ·

    For more semiconductor market intelligence, check out the SemiAnalysis ChipBook (2/2) https://t.co/geycIFHBmg

    For more semiconductor market intelligence, check out the SemiAnalysis ChipBook (2/2) https://t.co/geycIFHBmg

  8. X — SemiAnalysis TIER_1 English(EN) · SemiAnalysis_ ·

    How big is memory for Korea's exports? BIG

    How big is memory for Korea's exports? BIG Between 2018-2024, memory accounted for ~10% of total exports. In 2025 it was 13%. In 2026 it's already 22% and growing. For comparison, autos - the #2 export industry - typically accounts for ~8%. (1/2)🧵 https://t.co/gBO2ItDyf8

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