Samsung Foundry Trails TSMC Despite Q2 Uptick

Samsung's foundry business held second place in Q2 2026 with just 4% revenue share, while TSMC commanded 42% as global foundry revenue hit $96.6 billion, up 25% year over year. TSMC's revenue rose 34% to $40.2 billion on AI GPU and custom ASIC demand. Samsung is gaining orders as customers seek alternatives to TSMC's capacity constraints and price hikes.