Foundry Market Supply Tracker, Q1 2026
Why This Report Matters
The global semiconductor foundry industry is undergoing significant transformation as AI-driven demand, advanced process technologies, and geopolitical factors reshape capacity allocation and investment priorities. As leading foundries expand advanced-node production while balancing mature-node demand, understanding capacity distribution, utilization trends, and competitive positioning has become increasingly important for semiconductor companies, equipment suppliers, materials vendors, and investors.
This report provides a comprehensive view of the foundry market, covering wafer capacity, revenue performance, market share, and utilization rates across major technology nodes and vendors. It also examines the evolving competitive landscape among leading foundries, including TSMC, Samsung Foundry, UMC, GlobalFoundries, SMIC, and Hua Hong/HLMC, offering insights into both historical developments and future market trends.
What the Full Report Will Cover
- Foundry Revenue Market Share
- Revenue by Node and Vendor
- Foundry Revenue by Node
- Foundry Capacity - Advanced
- Foundry Capacity - Mature
- Foundry UT Rate by Node
Number of Pages : 61
Published Date: June 23, 2026
Category
Industry
Semiconductors
Service
Foundry
Report Type
Report
Time Period
Quarterly
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Author
William Li
William is a Research Analyst in Semiconductor and Components team, based in Taiwan. He has over 8 years of experience in global PC (personal computer) and semiconductor market. Before Counterpoint, he was an equity research analyst at Credit Suisse, focused on both technology and non-technology sectors as well as supporting Taiwan equity market strategy research. Prior, he worked for a Taiwan PE fund as a research analyst covering semiconductor and downstream components sector.
David Wu
David Wu is a Research Associate at Counterpoint Research in Taiwan, dedicated to foundry and semiconductor research, providing insights into market trends and key industry developments. Prior to joining Counterpoint Research, he gained experience in Deal Advisory, Private Equity, and TMT Corporate Banking, where he built a solid foundation in industry research and financial analysis. David Wu holds a double bachelor’s degree in Accounting and International Business from National Chengchi University.
Shawn Zhang
Shawn is a Research Associate at Counterpoint Research. He has a strong academic background in semiconductor-related fields, holding both bachelor's and master's degrees in Electrical Engineering. Prior to joining Counterpoint Research, he served as a Research Assistant at the University of Texas at Austin, where he focused on integrated circuit (IC) design. He has a deep interest in the semiconductor industry and is driven by a passion for innovation and excellence in industry research. His technical foundation enables him to deliver in-depth insights that bridge engineering expertise with market intelligence.