TSMC took 72.5% of global foundry revenue in Q2 2026 — $40.2bn of a record $53.49bn quarter — and booked $122.4bn for the year. Samsung Foundry, the nearest competitor, took 5.9%. SMIC took 5.4%, and is now close enough to Samsung that second place is in play.
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.