{"meta":{"product":"VLSI Market","publisher":"VLSI Korea","datasetId":"vlsi-foundry-official-quarterly-annual","version":"2026.08.05-foundry-3","dataThrough":"Q2 2026 latest results · FY2025 annual baseline","annualComparisonPeriod":"FY2025","latestQuarter":"Q2 2026","publishedAt":"2026-08-05","lastChangedAt":"2026-08-05","methodologyUrl":"/methodology/foundry-revenue","sectionUrl":"/foundry","nullPolicy":"Missing company disclosures are represented in foundryAvailability, never as zero.","marketSharePolicy":"No market-share estimate is published without a complete, reusable denominator and redistribution rights.","canonicalUrl":"https://market.vlsi.kr/api/foundry","generatedAt":"2026-08-05T07:58:28.765Z","filters":{"dataset":"all","company":"all"},"formats":["json","csv"],"unitsPolicy":"Every numeric observation retains its disclosed or normalized unit."},"companies":[{"id":"tsmc","name":"Taiwan Semiconductor Manufacturing Company","shortName":"TSMC","headquarters":"Taiwan","businessModel":"pure-play foundry","sourceId":"tsmc-ir","coverageNote":"Company revenue is a strong pure-play foundry measure, with process and shipment disclosures in the annual report."},{"id":"samsung-foundry","name":"Samsung Foundry","shortName":"Samsung Foundry","headquarters":"Republic of Korea","businessModel":"integrated device manufacturer","sourceId":"samsung-ir","coverageNote":"Samsung reports Foundry commentary inside Device Solutions but does not publish standalone Foundry revenue."},{"id":"intel-foundry","name":"Intel Foundry","shortName":"Intel Foundry","headquarters":"United States","businessModel":"integrated device manufacturer","sourceId":"intel-sec","coverageNote":"Segment revenue consists substantially of internal transfers; external foundry and assembly/test revenue is disclosed separately."},{"id":"smic","name":"Semiconductor Manufacturing International Corporation","shortName":"SMIC","headquarters":"China","businessModel":"pure-play foundry","sourceId":"smic-hkex","coverageNote":"Audited company revenue and 8-inch-equivalent shipment/capacity definitions are available in the annual report."},{"id":"umc","name":"United Microelectronics Corporation","shortName":"UMC","headquarters":"Taiwan","businessModel":"pure-play foundry","sourceId":"umc-ir","coverageNote":"Monthly revenue and quarterly 12-inch-equivalent shipments, capacity, utilization, and node mix are disclosed."},{"id":"globalfoundries","name":"GlobalFoundries","shortName":"GlobalFoundries","headquarters":"United States","businessModel":"pure-play foundry","sourceId":"globalfoundries-ir","coverageNote":"Company revenue and 300 mm-equivalent wafer shipments are reported on a consistent annual and quarterly basis."},{"id":"hua-hong","name":"Hua Hong Semiconductor","shortName":"Hua Hong","headquarters":"China","businessModel":"pure-play foundry","sourceId":"hua-hong-hkex","coverageNote":"Audited specialty-foundry revenue and operating disclosures are available through HKEX filings."},{"id":"tower","name":"Tower Semiconductor","shortName":"Tower","headquarters":"Israel","businessModel":"pure-play foundry","sourceId":"tower-ir","coverageNote":"Company revenue and specialty-platform investment are disclosed in official results and SEC filings."}],"revenue":[{"id":"tsmc-fy2025-revenue","companyId":"tsmc","company":"TSMC","period":"FY2025","usdBn":122.42,"priorUsdBn":90.08,"yoyPercent":35.9,"yoyStatus":"reported","nativeDisplay":"NT$3,809.05B / US$122.42B","scope":"pure_play_company","scopeLabel":"Pure-play company total","sourceId":"tsmc-ir","status":"reported","caveat":"Consolidated pure-play foundry revenue; the annual report provides both NT dollar and U.S. dollar values."},{"id":"intel-foundry-fy2025-segment-revenue","companyId":"intel-foundry","company":"Intel Foundry","period":"FY2025","usdBn":17.826,"priorUsdBn":17.317,"yoyPercent":2.9,"yoyStatus":"derived","nativeDisplay":"US$17.826B","scope":"foundry_segment_including_intersegment","scopeLabel":"Segment total · mostly intersegment","sourceId":"intel-sec","status":"reported","caveat":"The segment total is not third-party foundry sales. 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reported directly on a 300 mm-equivalent basis.","caveat":"The shipment definition does not imply equivalent process complexity, die size, or selling price across companies."},{"id":"hua-hong-fy2025-wafer-shipments","companyId":"hua-hong","company":"Hua Hong","period":"FY2025","waferShipments12EqM":2.392889,"nativeDisplay":"5.384M 8-inch-equivalent wafers","status":"derived","sourceId":"hua-hong-hkex","derivation":"5.384M ÷ 2.25 using an area-equivalent 300 mm / 200 mm conversion.","caveat":"The normalized count supports area comparison only; process mix, wafer value, and yield remain different."}],"operations":{"refreshPolicies":[{"id":"foundry-monthly-watch","sources":"TSMC and UMC monthly revenue","checkCadence":"Daily source watch; ingest after official monthly release","revisionWindow":"Re-fetch current and prior month when a release changes"},{"id":"foundry-quarterly-watch","sources":"All covered foundry company results","checkCadence":"Daily filing watch; ingest only after an official result or exchange filing appears","revisionWindow":"Reconcile quarterly presentation, annual report, and SEC/HKEX filing"},{"id":"foundry-validation","sources":"VLSI Market normalized foundry layer","checkCadence":"Schema, units, scope, duplicate, range, and source-link checks before publish","revisionWindow":"Retain the last validated snapshot when an upstream document is unavailable"}],"methodologyUrl":"https://market.vlsi.kr/methodology/foundry-revenue","newsroomUrl":"https://market.vlsi.kr/newsroom","csvUrl":"https://market.vlsi.kr/api/foundry?format=csv"},"quarterly":[{"id":"tsmc-q2-2026-revenue","companyId":"tsmc","company":"TSMC","period":"Q2 2026","publishedAt":"2026-07-16","metric":"Net revenue","dataClass":"reported_sales","value":40.2,"unit":"USD billion","display":"US$40.20B / NT$1,270.38B","scope":"Pure-play company total","sourceId":"tsmc-q2-2026","status":"reported","note":"Both currency values are company-reported; no annualization or FX conversion is applied."},{"id":"tsmc-q2-2026-gross-margin","companyId":"tsmc","company":"TSMC","period":"Q2 2026","publishedAt":"2026-07-16","metric":"Gross margin","dataClass":"reported_profit","value":67.7,"unit":"percent","display":"67.7%","scope":"Consolidated company margin","sourceId":"tsmc-q2-2026","status":"reported","note":"Actual quarter, not Q3 guidance."},{"id":"tsmc-q2-2026-wafer-shipments","companyId":"tsmc","company":"TSMC","period":"Q2 2026","publishedAt":"2026-07-16","metric":"Wafer shipments","dataClass":"reported_shipments","value":4336,"unit":"thousand 12-inch-equivalent wafers","display":"4,336 Kpcs · 12-inch equivalent","scope":"Company-reported quarterly shipment basis","sourceId":"tsmc-q2-2026","status":"reported","note":"+3.9% QoQ and +16.6% YoY; the native 12-inch-equivalent basis is not converted."},{"id":"tsmc-q2-2026-operating-margin","companyId":"tsmc","company":"TSMC","period":"Q2 2026","publishedAt":"2026-07-16","metric":"Operating margin","dataClass":"reported_profit","value":60.3,"unit":"percent","display":"60.3%","scope":"Consolidated company margin","sourceId":"tsmc-q2-2026","status":"reported","note":"Actual quarter, not Q3 guidance."},{"id":"tsmc-q2-2026-2nm-mix","companyId":"tsmc","company":"TSMC","period":"Q2 2026","publishedAt":"2026-07-16","metric":"2nm share of wafer revenue","dataClass":"process_mix","value":3,"unit":"percent of wafer revenue","display":"3%","scope":"TSMC process-node revenue mix","sourceId":"tsmc-q2-2026","status":"reported","note":"Process mix is company-specific and is not cross-company node market share."},{"id":"intel-foundry-q2-2026-revenue","companyId":"intel-foundry","company":"Intel Foundry","period":"Q2 2026","publishedAt":"2026-07-23","metric":"Foundry segment revenue","dataClass":"reported_sales","value":5.8,"unit":"USD billion","display":"US$5.8B · +31% YoY","scope":"Operating segment including intersegment transactions","sourceId":"intel-q2-2026","status":"reported","note":"The segment total is intersegment-inclusive and does not enter the pure-play revenue comparison."},{"id":"umc-q2-2026-revenue","companyId":"umc","company":"UMC","period":"Q2 2026","publishedAt":"2026-07-29","metric":"Consolidated revenue","dataClass":"reported_sales","value":68.73,"unit":"NTD billion","display":"NT$68.73B / US$2.18B","scope":"Pure-play company total","sourceId":"umc-q2-2026","status":"reported","note":"The NT dollar value is primary; U.S. dollars are the company's disclosed translation."},{"id":"umc-q2-2026-node-mix","companyId":"umc","company":"UMC","period":"Q2 2026","publishedAt":"2026-07-29","metric":"22/28nm share of revenue","dataClass":"process_mix","value":37,"unit":"percent of revenue","display":"37%","scope":"UMC process-node revenue mix","sourceId":"umc-q2-2026","status":"reported","note":"22nm alone represented 17.5% of second-quarter sales."},{"id":"umc-q2-2026-utilization","companyId":"umc","company":"UMC","period":"Q2 2026","publishedAt":"2026-07-29","metric":"Capacity utilization","dataClass":"reported_capacity","value":85,"unit":"percent","display":"85%","scope":"Company-defined quarterly capacity utilization","sourceId":"umc-q2-2026","status":"reported","note":"Q3 90%+ is guidance and is not stored as this actual observation."},{"id":"umc-q2-2026-wafer-shipment-growth","companyId":"umc","company":"UMC","period":"Q2 2026","publishedAt":"2026-07-29","metric":"Wafer shipment growth","dataClass":"reported_shipments","value":10.6,"unit":"percent quarter over quarter","display":"+10.6% QoQ","scope":"Company-reported wafer shipment change","sourceId":"umc-q2-2026","status":"reported","note":"Growth rate only; no absolute quarterly wafer count is inferred."},{"id":"umc-2026-capex-plan","companyId":"umc","company":"UMC","period":"FY2026 plan","publishedAt":"2026-07-29","metric":"Capital expenditure budget","dataClass":"reported_investment","value":2,"unit":"USD billion","display":"US$2.0B","scope":"Revised company capex plan","sourceId":"umc-q2-2026","status":"guidance","note":"Budget guidance, not Q2 cash capex or realized capacity."},{"id":"tower-q2-2026-revenue","companyId":"tower","company":"Tower","period":"Q2 2026","publishedAt":"2026-08-04","metric":"Consolidated revenue","dataClass":"reported_sales","value":0.46,"unit":"USD billion","display":"US$460M","scope":"Pure-play specialty-foundry company total","sourceId":"tower-q2-2026","status":"reported","note":"Actual quarter; +24% year over year. It is not annualized or converted into market share."},{"id":"tower-q2-2026-gross-profit","companyId":"tower","company":"Tower","period":"Q2 2026","publishedAt":"2026-08-04","metric":"Gross profit","dataClass":"reported_profit","value":0.138,"unit":"USD billion","display":"US$138M","scope":"Consolidated GAAP gross profit","sourceId":"tower-q2-2026","status":"reported","note":"Actual quarter; the value is a profit measure, not revenue, shipment volume, or capacity."},{"id":"tower-q3-2026-revenue-guidance","companyId":"tower","company":"Tower","period":"Q3 2026 guidance","publishedAt":"2026-08-04","metric":"Revenue guidance midpoint","dataClass":"reported_sales","value":0.52,"unit":"USD billion","display":"US$520M ±5%","scope":"Company revenue guidance","sourceId":"tower-q2-2026","status":"guidance","note":"Forward guidance is retained separately from the Q2 actual and is not treated as a reported sale."}],"technology":[{"id":"tsmc-q2-2026-2nm-revenue-mix","company":"TSMC","period":"Q2 2026","headline":"2nm entered the reported wafer-revenue mix","detail":"TSMC reported 2nm at 3% of Q2 wafer revenue; 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annual capacity exceeded 17 million."},{"id":"smic-capacity-2025","companyId":"smic","company":"SMIC","metric":"Year-end monthly capacity","display":"1.059M","period":"Dec 2025","status":"reported","sourceId":"smic-hkex","note":"Standard-logic 8-inch-equivalent wafers per month."},{"id":"smic-utilization-2025","companyId":"smic","company":"SMIC","metric":"Annualized utilization","display":"93.5%","period":"FY2025","status":"reported","sourceId":"smic-hkex","note":"Company-defined annualized capacity utilization rate."},{"id":"umc-utilization-q4-2025","companyId":"umc","company":"UMC","metric":"Capacity utilization","display":"78%","period":"Q4 2025","status":"reported","sourceId":"umc-ir","note":"Quarterly wafer out divided by estimated quarterly capacity."},{"id":"umc-capacity-2025","companyId":"umc","company":"UMC","metric":"Annual calculated max capacity","display":"5.163M","period":"FY2025","status":"reported","sourceId":"umc-ir","note":"12-inch-equivalent wafers; calculated maximum output, not designed capacity."},{"id":"umc-node-mix-2025","companyId":"umc","company":"UMC","metric":"22/28nm share of wafer revenue","display":"37%","period":"FY2025","status":"reported","sourceId":"umc-ir","note":"Company-reported process-node share of wafer revenue."},{"id":"globalfoundries-utilization-2025","companyId":"globalfoundries","company":"GlobalFoundries","metric":"Average shipment utilization","display":"86%","period":"FY2025","status":"reported","sourceId":"globalfoundries-ir","note":"Company-defined average shipment utilization; numeric production capacity is not disclosed."},{"id":"hua-hong-utilization-2025","companyId":"hua-hong","company":"Hua Hong","metric":"Capacity utilization","display":"106.1%","period":"FY2025","status":"reported","sourceId":"hua-hong-hkex","note":"Can exceed 100% under the company's practical-output definition; year-end monthly capacity was 486K 8-inch equivalents."},{"id":"intel-external-foundry-2025","companyId":"intel-foundry","company":"Intel Foundry","metric":"Third-party external revenue","display":"US$0.307B","period":"FY2025","status":"reported","sourceId":"intel-sec","note":"External foundry and assembly/test revenue, separate from the US$17.826B segment total."},{"id":"samsung-foundry-contract-2025","companyId":"samsung-foundry","company":"Samsung Foundry","metric":"Disclosed long-term contract value","display":"KRW 22.765T","period":"2025–2033","status":"reported","sourceId":"samsung-disclosure","note":"Tesla semiconductor contract-manufacturing agreement (US$16.544B disclosure translation); 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the native 12-inch-equivalent basis is not converted."},{"id":"tsmc-q2-2026-operating-margin","companyId":"tsmc","company":"TSMC","period":"Q2 2026","publishedAt":"2026-07-16","metric":"Operating margin","dataClass":"reported_profit","value":60.3,"unit":"percent","display":"60.3%","scope":"Consolidated company margin","sourceId":"tsmc-q2-2026","status":"reported","note":"Actual quarter, not Q3 guidance."},{"id":"tsmc-q2-2026-2nm-mix","companyId":"tsmc","company":"TSMC","period":"Q2 2026","publishedAt":"2026-07-16","metric":"2nm share of wafer revenue","dataClass":"process_mix","value":3,"unit":"percent of wafer revenue","display":"3%","scope":"TSMC process-node revenue mix","sourceId":"tsmc-q2-2026","status":"reported","note":"Process mix is company-specific and is not cross-company node market share."},{"id":"intel-foundry-q2-2026-revenue","companyId":"intel-foundry","company":"Intel Foundry","period":"Q2 2026","publishedAt":"2026-07-23","metric":"Foundry segment revenue","dataClass":"reported_sales","value":5.8,"unit":"USD billion","display":"US$5.8B · +31% YoY","scope":"Operating segment including intersegment transactions","sourceId":"intel-q2-2026","status":"reported","note":"The segment total is intersegment-inclusive and does not enter the pure-play revenue comparison."},{"id":"umc-q2-2026-revenue","companyId":"umc","company":"UMC","period":"Q2 2026","publishedAt":"2026-07-29","metric":"Consolidated revenue","dataClass":"reported_sales","value":68.73,"unit":"NTD billion","display":"NT$68.73B / US$2.18B","scope":"Pure-play company total","sourceId":"umc-q2-2026","status":"reported","note":"The NT dollar value is primary; U.S. dollars are the company's disclosed translation."},{"id":"umc-q2-2026-node-mix","companyId":"umc","company":"UMC","period":"Q2 2026","publishedAt":"2026-07-29","metric":"22/28nm share of revenue","dataClass":"process_mix","value":37,"unit":"percent of revenue","display":"37%","scope":"UMC process-node revenue mix","sourceId":"umc-q2-2026","status":"reported","note":"22nm alone represented 17.5% of second-quarter sales."},{"id":"umc-q2-2026-utilization","companyId":"umc","company":"UMC","period":"Q2 2026","publishedAt":"2026-07-29","metric":"Capacity utilization","dataClass":"reported_capacity","value":85,"unit":"percent","display":"85%","scope":"Company-defined quarterly capacity utilization","sourceId":"umc-q2-2026","status":"reported","note":"Q3 90%+ is guidance and is not stored as this actual observation."},{"id":"umc-q2-2026-wafer-shipment-growth","companyId":"umc","company":"UMC","period":"Q2 2026","publishedAt":"2026-07-29","metric":"Wafer shipment growth","dataClass":"reported_shipments","value":10.6,"unit":"percent quarter over quarter","display":"+10.6% QoQ","scope":"Company-reported wafer shipment change","sourceId":"umc-q2-2026","status":"reported","note":"Growth rate only; 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