TSMC took 72.3% of global foundry revenue in Q1 2026 and booked $122.4bn for the year. Samsung Foundry, the nearest competitor, took 6.5%. SMIC took 5.1%.
Those numbers understate it, because foundry revenue includes trailing-edge work. At the leading edge — the 3nm and below that every AI accelerator needs — TSMC's effective share approaches totality. Nvidia, AMD, Apple, Qualcomm, Broadcom and Marvell all queue at the same doors in Hsinchu and Tainan.
Samsung and Intel both have the technology. Neither has the yield, the capacity, or the customer trust to absorb a Taiwanese outage on any timescale that matters. Taiwan is 0.8% of world output of the combined output of every country in this atlas, and ranks #1 on Silicon control. No other economy converts so little mass into so much leverage.