The global contract chip manufacturing market saw a revenue increase of 11.5% in the second quarter, reaching $53.49 billion for the top ten players. TrendForce reports that AI-related demand drove this growth, with the top ten companies now accounting for 96.5% of total market revenue.
TSMC continues to dominate the industry, increasing its market share from 72.3% to 72.5%. The company's quarterly revenue rose by 12.1% to $40.2 billion, supported by fully reserved capacity for 3nm, 4nm, and 5nm processes, alongside initial revenue from 2nm production.
Samsung's contract manufacturing revenue grew by 1.8% to $3.26 billion, yet its market share declined from 6.5% to 5.9%. Meanwhile, China's SMIC expanded its revenue by 20% to $3 billion, increasing its market share to 5.4% and narrowing the gap with Samsung.
Other major players also showed growth: UMC reported $2.2 billion in revenue, maintaining a 3.9% market share, while GlobalFoundries reached $1.8 billion with a 3.2% share. Huahong Group, also based in China, recorded $1.27 billion in revenue, holding a 2.3% market share.
