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Smartphone Demand Boosting Foundry Growth as SMIC Gains on Samsung","url":"https://stock-news.laohu8.com/highlight/detail?id=2666816175","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666816175?lang=en_us&edition=fundamental","pubTime":"2026-09-09 17:40","pubTimestamp":1788946800,"startTime":"0","endTime":"0","summary":"0940 GMT - Global chip foundry revenue is set to extend record growth in 3Q, driven by rising production of next-generation AI and high-performance computing chips, seasonal smartphone introductions and concerns over tighter mature-node capacity, TrendForce says. The world's top 10 foundries posted combined revenue of $53.5 billion in 2Q, up 11.5% sequentially. TSMC retains its dominance with a 72.5% market share, while Chinese chip maker SMIC narrowed the gap with Samsung after 2Q revenue surged 20% to more than $3 billion. SMIC's share rose to 5.4% from 5.0%, approaching Samsung's 5.9%, as demand strengthened for AI peripheral chips, server networking products and consumer electronics. Samsung's revenue rose 1.8%, but its market share slipped as rivals expanded at a faster clip, TrendForce 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The Dutch semiconductor-equipment maker is working with TSMC to transition to a larger-format photomask, a high-precision master template or stencil that contains the circuit pattern for an integrated circuit. The companies expect the shift to 12-inch masks from 6-inch masks to increase productivity and lower chip-making costs. 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