A handful of other chipmakers account for roughly 7% of global semiconductor manufacturing revenue, including Intel (INTC -1.95%). Once a cutting-edge semiconductor innovator and manufacturer, the American company has struggled for more than a decade and was on the verge of scaling back its manufacturing in the U.S. That prompted the Trump administration to take a 10% stake in Intel out of concern that advanced chip manufacturing would entirely leave the United States, leaving the country reliant solely on foreign firms for semiconductors essential to national security and technological innovation.
For a closer look at how Intel stacks up against a key rival, see The Motley Fool's Broadcom vs. Intel comparison.
The largest chip manufacturers in the world, by foundry revenue
- TSMC generated $40.2 billion in foundry revenue in Q2 2026, according to the company's own reported results. That represented a 72.5% share of the top 10 global foundries' combined revenue that quarter, according to TrendForce.
- Samsung's foundry business generated an estimated $3.3 billion in Q2 2026, a 5.9% share, according to TrendForce.
- SMIC generated $3.0 billion in foundry revenue in Q2 2026, a 5.4% share of the top 10 global foundries' combined revenue that quarter, according to TrendForce.
- UMC generated $2.2 billion in foundry revenue in Q2 2026, putting its share at 3.9%, according to TrendForce.
- GlobalFoundries generated $1.8 billion in foundry revenue in Q2 2026, translating to a 3.2% share, according to TrendForce.
- Hua Hong Semiconductor (SEHK:1347), the publicly listed entity excluding Shanghai Huali Microelectronics Corporation, a joint-venture subsidiary with multiple minority owners, generated $718 million in revenue in Q2 2026, per the company's own quarterly filing. TrendForce estimates HuaHong Group's total revenue, including that subsidiary, at $1.27 billion for the same quarter, equal to a 2.3% share of the top 10 global foundries' combined revenue.
- PSMC (TWSE:6770) generated $547.2 million in foundry revenue in Q2 2026, according to the company's reported results, a figure confirmed against PSMC's quarterly disclosures.
- Tower Semiconductor (TSEM +2.87%) generated $460 million in foundry revenue in Q2 2026, equal to a 0.8% share, according to TrendForce.
- VIS (TPEX:5347) generated $451 million in foundry revenue in Q2 2026, accounting for 0.8% of the market, according to TrendForce.
- Nexchip (SSE:688249) generated $421 million in revenue in Q1 2026, the most recent quarter with reported data available, per the company's own quarterly filing, a 0.8% share that quarter, according to TrendForce.
- DB Hitek's (KRX:000990) foundry segment, which excludes its fabless subsidiary DB GlobalChip, generated $231 million in revenue in Q2 2026, per the company's own disclosures.
- X-FAB Silicon Foundries (Euronext Paris:XFAB) generated $200 million in revenue in Q2 2026, based on the company's own quarterly report.
Why semiconductor manufacturing revenue matters for investors
Market concentration in chip manufacturing can be doubled-edged for investors. TSMC's commanding lead offers a degree of predictability. Its customers have built product roadmaps around its manufacturing capabilities, and switching costs are high. But concentration also means geopolitical risk is concentrated. TSMC's primary fabs are in Taiwan, which remains a source of concern for investors tracking U.S.-China tensions.
- TSMC generated $40.2 billion in foundry revenue in Q2 2026, 72.5% of the global total, per TrendForce and the company's own reported results. That share reflects its monopoly on the most advanced nodes, 3nm and below, that power AI chips, smartphones, and data center hardware. No other company has demonstrated the ability to manufacture at a comparable scale at the leading edge.
- The gap between TSMC and the field widened further in 2025. TSMC's full-year foundry revenue grew 35.9% in 2025 to $122.4 billion, while Samsung's declined slightly to approximately $12.3 billion, per the companies' own reported results and TrendForce's full-year share data. TSMC's share grew nearly 11 percentage points between Q1 2024 and Q2 2026. Samsung, the only other company with ambitions at the leading edge, lost ground over the same period.
- Intel's foundry position remains small but strategically significant. Intel generated $174 million in foundry revenue in Q1 2026, just 0.4% of the global total, per TrendForce. This figure was not independently verified against Intel's own disclosures, since Intel does not report foundry-only revenue separately. The U.S. government took a 10% stake in Intel to preserve domestic chip manufacturing capability, which suggests investors cannot ignore geopolitics when building semiconductor investment theses.
The data points to a market consolidating around a single dominant manufacturer. For investors, that means TSMC is the clearest expression of the semiconductor foundry opportunity, but it limits diversification within the industry.
