{"meta":{"product":"VLSI Market","publisher":"VLSI Korea","datasetId":"vlsi-foundry-official-monthly-quarterly-annual","version":"2026.09.11-foundry-11","dataThrough":"Sep 10, 2026 TSMC monthly disclosure · other issuer periods retained · complete disclosed TSMC and UMC Q2 2026 process-node revenue buckets · Q2 and H1 2026 actuals and Q3 guidance · FY2025 annual baseline","annualComparisonPeriod":"FY2025","latestMonth":"Aug 2026","latestQuarter":"Q2 2026","publishedAt":"2026-09-11","lastChangedAt":"2026-09-11","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.","relationshipLedger":"Source-backed foundry relationships are published separately from revenue, shipment, capacity, and market-share metrics.","canonicalUrl":"https://market.vlsi.kr/api/foundry","generatedAt":"2026-09-19T13:06:10.862Z","filters":{"dataset":"all","company":"all"},"formats":["json","csv"],"unitsPolicy":"Every numeric observation retains its disclosed or normalized unit.","relationshipMeta":{"datasetId":"vlsi-foundry-relationship-ledger","version":"2026.08.12-foundry-relationships-2","publishedAt":"2026-08-12","relationshipCount":4,"externalRelationshipCount":3,"internalRelationshipCount":1,"sourcePolicy":"Only issuer or counterparty disclosures support a relationship. 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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 Grace","period":"FY2025","waferShipments12EqM":2.392889,"nativeDisplay":"5.384M 8-inch-equivalent wafers","status":"derived","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."}],"operatingFacts":[{"id":"tsmc-advanced-node-share-2025","companyId":"tsmc","company":"TSMC","metric":"≤7nm share of wafer revenue","display":"74%","period":"FY2025","status":"reported","note":"Up from 69% in 2024; 3nm alone represented 24% of wafer revenue."},{"id":"tsmc-capacity-2025","companyId":"tsmc","company":"TSMC","metric":"Annual manufacturing capacity","display":">17.0M","period":"FY2025","status":"reported","note":"12-inch-equivalent wafers; 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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","grain":"quarter","publishedAt":"2026-07-16","metric":"Operating margin","dataClass":"reported_profit","value":60.3,"unit":"percent","display":"60.3%","scope":"Consolidated company margin","status":"reported","note":"Actual quarter, not Q3 guidance."},{"id":"tsmc-q2-2026-2nm-mix","companyId":"tsmc","company":"TSMC","period":"Q2 2026","grain":"quarter","publishedAt":"2026-07-16","metric":"2nm share of wafer revenue","dataClass":"process_mix","value":3,"numericStatus":"reported","unit":"percent of wafer revenue","display":"3%","scope":"TSMC process-node revenue mix · denominator: wafer revenue","retrievedAt":"2026-08-30T07:31:41Z","status":"reported","note":"Issuer-disclosed Q2 process-node share within wafer revenue; this company-specific composition is not cross-company foundry market share, capacity mix, shipment mix, or physical wafer volume."},{"id":"tsmc-q2-2026-3nm-mix","companyId":"tsmc","company":"TSMC","period":"Q2 2026","grain":"quarter","publishedAt":"2026-07-16","metric":"3nm share of wafer revenue","dataClass":"process_mix","value":30,"numericStatus":"reported","unit":"percent of wafer revenue","display":"30%","scope":"TSMC process-node revenue mix · denominator: wafer revenue","retrievedAt":"2026-08-30T07:31:41Z","status":"reported","note":"Issuer-disclosed Q2 process-node share within wafer revenue; this company-specific composition is not cross-company foundry market share, capacity mix, shipment mix, or physical wafer volume."},{"id":"tsmc-q2-2026-5nm-mix","companyId":"tsmc","company":"TSMC","period":"Q2 2026","grain":"quarter","publishedAt":"2026-07-16","metric":"5nm share of wafer revenue","dataClass":"process_mix","value":33,"numericStatus":"reported","unit":"percent of wafer revenue","display":"33%","scope":"TSMC process-node revenue mix · denominator: wafer revenue","retrievedAt":"2026-08-30T07:31:41Z","status":"reported","note":"Issuer-disclosed Q2 process-node share within wafer revenue; this company-specific composition is not cross-company foundry market share, capacity mix, shipment mix, or physical wafer volume."},{"id":"tsmc-q2-2026-7nm-mix","companyId":"tsmc","company":"TSMC","period":"Q2 2026","grain":"quarter","publishedAt":"2026-07-16","metric":"7nm share of wafer revenue","dataClass":"process_mix","value":11,"numericStatus":"reported","unit":"percent of wafer revenue","display":"11%","scope":"TSMC process-node revenue mix · denominator: wafer revenue","retrievedAt":"2026-08-30T07:31:41Z","status":"reported","note":"Issuer-disclosed Q2 process-node share within wafer revenue; this company-specific composition is not cross-company foundry market share, capacity mix, shipment mix, or physical wafer volume."},{"id":"tsmc-q2-2026-16-20nm-mix","companyId":"tsmc","company":"TSMC","period":"Q2 2026","grain":"quarter","publishedAt":"2026-07-16","metric":"16/20nm share of wafer revenue","dataClass":"process_mix","value":6,"numericStatus":"reported","unit":"percent of wafer revenue","display":"6%","scope":"TSMC process-node revenue mix · denominator: wafer revenue","retrievedAt":"2026-08-30T07:31:41Z","status":"reported","note":"Issuer-disclosed Q2 process-node share within wafer revenue; this company-specific composition is not cross-company foundry market share, capacity mix, shipment mix, or physical wafer volume."},{"id":"tsmc-q2-2026-28nm-mix","companyId":"tsmc","company":"TSMC","period":"Q2 2026","grain":"quarter","publishedAt":"2026-07-16","metric":"28nm share of wafer revenue","dataClass":"process_mix","value":6,"numericStatus":"reported","unit":"percent of wafer revenue","display":"6%","scope":"TSMC process-node revenue mix · denominator: wafer revenue","retrievedAt":"2026-08-30T07:31:41Z","status":"reported","note":"Issuer-disclosed Q2 process-node share within wafer revenue; 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this company-specific composition is not cross-company foundry market share, capacity mix, shipment mix, or physical wafer volume."},{"id":"tsmc-q2-2026-90nm-130nm-mix","companyId":"tsmc","company":"TSMC","period":"Q2 2026","grain":"quarter","publishedAt":"2026-07-16","metric":"90nm–0.13µm share of wafer revenue","dataClass":"process_mix","value":2,"numericStatus":"reported","unit":"percent of wafer revenue","display":"2%","scope":"TSMC process-node revenue mix · denominator: wafer revenue","retrievedAt":"2026-08-30T07:31:41Z","status":"reported","note":"Issuer-disclosed Q2 process-node share within wafer revenue; this company-specific composition is not cross-company foundry market share, capacity mix, shipment mix, or physical wafer volume."},{"id":"tsmc-q2-2026-150nm-above-mix","companyId":"tsmc","company":"TSMC","period":"Q2 2026","grain":"quarter","publishedAt":"2026-07-16","metric":"≥0.15µm share of wafer revenue","dataClass":"process_mix","value":3,"numericStatus":"reported","unit":"percent of wafer revenue","display":"3%","scope":"TSMC process-node revenue mix · denominator: wafer revenue","retrievedAt":"2026-08-30T07:31:41Z","status":"reported","note":"Issuer-disclosed Q2 process-node share within wafer revenue; this company-specific composition is not cross-company foundry market share, capacity mix, shipment mix, or physical wafer volume."},{"id":"intel-foundry-q2-2026-revenue","companyId":"intel-foundry","company":"Intel Foundry","period":"Q2 2026","grain":"quarter","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","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","grain":"quarter","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","status":"reported","note":"The NT dollar value is primary; U.S. dollars are the company's disclosed translation."},{"id":"umc-q2-2026-14nm-below-mix","companyId":"umc","company":"UMC","period":"Q2 2026","grain":"quarter","publishedAt":"2026-07-29","metric":"14nm and below share of wafer revenue","dataClass":"process_mix","value":0,"numericStatus":"reported","unit":"percent of wafer revenue","display":"0%","scope":"UMC process-node revenue mix · denominator: wafer revenue","retrievedAt":"2026-08-30T07:31:41Z","status":"reported","note":"Issuer-disclosed Q2 process-node share within wafer revenue; this company-specific composition is not cross-company foundry market share, capacity mix, shipment mix, or physical wafer volume."},{"id":"umc-q2-2026-node-mix","companyId":"umc","company":"UMC","period":"Q2 2026","grain":"quarter","publishedAt":"2026-07-29","metric":">14nm to 28nm share of wafer revenue","dataClass":"process_mix","value":37,"numericStatus":"reported","unit":"percent of wafer revenue","display":"37%","scope":"UMC process-node revenue mix · denominator: wafer revenue","retrievedAt":"2026-08-30T07:31:41Z","status":"reported","note":"Issuer-disclosed Q2 process-node share within wafer revenue; this company-specific composition is not cross-company foundry market share, capacity mix, shipment mix, or physical wafer volume."},{"id":"umc-q2-2026-28nm-to-40nm-mix","companyId":"umc","company":"UMC","period":"Q2 2026","grain":"quarter","publishedAt":"2026-07-29","metric":">28nm to 40nm share of wafer revenue","dataClass":"process_mix","value":15,"numericStatus":"reported","unit":"percent of wafer revenue","display":"15%","scope":"UMC process-node revenue mix · denominator: wafer revenue","retrievedAt":"2026-08-30T07:31:41Z","status":"reported","note":"Issuer-disclosed Q2 process-node share within wafer revenue; this company-specific composition is not cross-company foundry market share, capacity mix, shipment mix, or physical wafer volume."},{"id":"umc-q2-2026-40nm-to-65nm-mix","companyId":"umc","company":"UMC","period":"Q2 2026","grain":"quarter","publishedAt":"2026-07-29","metric":">40nm to 65nm share of wafer revenue","dataClass":"process_mix","value":18,"numericStatus":"reported","unit":"percent of wafer revenue","display":"18%","scope":"UMC process-node revenue mix · denominator: wafer revenue","retrievedAt":"2026-08-30T07:31:41Z","status":"reported","note":"Issuer-disclosed Q2 process-node share within wafer revenue; this company-specific composition is not cross-company foundry market share, capacity mix, shipment mix, or physical wafer volume."},{"id":"umc-q2-2026-65nm-to-90nm-mix","companyId":"umc","company":"UMC","period":"Q2 2026","grain":"quarter","publishedAt":"2026-07-29","metric":">65nm to 90nm share of wafer revenue","dataClass":"process_mix","value":7,"numericStatus":"reported","unit":"percent of wafer revenue","display":"7%","scope":"UMC process-node revenue mix · denominator: wafer revenue","retrievedAt":"2026-08-30T07:31:41Z","status":"reported","note":"Issuer-disclosed Q2 process-node share within wafer revenue; this company-specific composition is not cross-company foundry market share, capacity mix, shipment mix, or physical wafer volume."},{"id":"umc-q2-2026-90nm-to-130nm-mix","companyId":"umc","company":"UMC","period":"Q2 2026","grain":"quarter","publishedAt":"2026-07-29","metric":">90nm to 0.13µm share of wafer revenue","dataClass":"process_mix","value":8,"numericStatus":"reported","unit":"percent of wafer revenue","display":"8%","scope":"UMC process-node revenue mix · denominator: wafer revenue","retrievedAt":"2026-08-30T07:31:41Z","status":"reported","note":"Issuer-disclosed Q2 process-node share within wafer revenue; this company-specific composition is not cross-company foundry market share, capacity mix, shipment mix, or physical wafer volume."},{"id":"umc-q2-2026-130nm-to-180nm-mix","companyId":"umc","company":"UMC","period":"Q2 2026","grain":"quarter","publishedAt":"2026-07-29","metric":">0.13µm to 0.18µm share of wafer revenue","dataClass":"process_mix","value":10,"numericStatus":"reported","unit":"percent of wafer revenue","display":"10%","scope":"UMC process-node revenue mix · denominator: wafer revenue","retrievedAt":"2026-08-30T07:31:41Z","status":"reported","note":"Issuer-disclosed Q2 process-node share within wafer revenue; this company-specific composition is not cross-company foundry market share, capacity mix, shipment mix, or physical wafer volume."},{"id":"umc-q2-2026-180nm-to-350nm-mix","companyId":"umc","company":"UMC","period":"Q2 2026","grain":"quarter","publishedAt":"2026-07-29","metric":">0.18µm to 0.35µm share of wafer revenue","dataClass":"process_mix","value":4,"numericStatus":"reported","unit":"percent of wafer revenue","display":"4%","scope":"UMC process-node revenue mix · denominator: wafer revenue","retrievedAt":"2026-08-30T07:31:41Z","status":"reported","note":"Issuer-disclosed Q2 process-node share within wafer revenue; this company-specific composition is not cross-company foundry market share, capacity mix, shipment mix, or physical wafer volume."},{"id":"umc-q2-2026-500nm-above-mix","companyId":"umc","company":"UMC","period":"Q2 2026","grain":"quarter","publishedAt":"2026-07-29","metric":"0.5µm and above share of wafer revenue","dataClass":"process_mix","value":1,"numericStatus":"reported","unit":"percent of wafer revenue","display":"1%","scope":"UMC process-node revenue mix · denominator: wafer revenue","retrievedAt":"2026-08-30T07:31:41Z","status":"reported","note":"Issuer-disclosed Q2 process-node share within wafer revenue; this company-specific composition is not cross-company foundry market share, capacity mix, shipment mix, or physical wafer volume."},{"id":"umc-q2-2026-utilization","companyId":"umc","company":"UMC","period":"Q2 2026","grain":"quarter","publishedAt":"2026-07-29","metric":"Capacity utilization","dataClass":"utilization_rate","value":85,"unit":"percent","display":"85%","scope":"Company-defined quarterly capacity utilization","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","grain":"quarter","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","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","grain":"annual_guidance","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","status":"guidance","note":"Budget guidance, not Q2 cash capex or realized capacity."},{"id":"umc-july-2026-net-sales","companyId":"umc","company":"UMC","period":"Jul 2026","grain":"single_month","publishedAt":"2026-08-06","metric":"Monthly net sales","dataClass":"reported_sales","value":23844045,"yoyPercent":18.98,"unit":"NTD thousand","display":"NT$23,844,045 thousand · +18.98% YoY","scope":"Consolidated company net sales · single month","status":"reported","note":"Official July observation in the issuer's native monthly unit; it is not annualized or converted into market share."},{"id":"umc-jan-jul-2026-net-sales","companyId":"umc","company":"UMC","period":"Jan–Jul 2026","grain":"year_to_date","publishedAt":"2026-08-06","metric":"Cumulative net sales","dataClass":"reported_sales","value":153614609,"yoyPercent":12.41,"unit":"NTD thousand","display":"NT$153,614,609 thousand · +12.41% YoY","scope":"Consolidated company net sales · year to date","status":"reported","note":"Issuer-reported January–July cumulative sales; this year-to-date total is distinct from July and is not treated as an annual result."},{"id":"smic-q2-2026-revenue","companyId":"smic","company":"SMIC","period":"Q2 2026","grain":"quarter","publishedAt":"2026-08-13","metric":"Revenue","dataClass":"reported_sales","value":3005.588,"numericStatus":"reported","yoyPercent":36.1,"unit":"USD million","display":"US$3,005.588M · +20.0% QoQ · +36.1% YoY","scope":"Consolidated IFRS company revenue · actual quarter","retrievedAt":"2026-08-13T22:36:30Z","status":"reported","note":"Actual quarter in the filing's USD-million presentation; it is not annualized, allocated to products, or converted into foundry market share."},{"id":"smic-q2-2026-gross-profit","companyId":"smic","company":"SMIC","period":"Q2 2026","grain":"quarter","publishedAt":"2026-08-13","metric":"Gross profit","dataClass":"reported_profit","value":760.64,"numericStatus":"reported","unit":"USD million","display":"US$760.640M","scope":"Consolidated IFRS gross profit · actual quarter","retrievedAt":"2026-08-13T22:36:30Z","status":"reported","note":"Actual Q2 gross profit; this profit measure remains separate from revenue, guidance, shipments, capacity, and capex."},{"id":"smic-q2-2026-gross-margin","companyId":"smic","company":"SMIC","period":"Q2 2026","grain":"quarter","publishedAt":"2026-08-13","metric":"Gross margin","dataClass":"reported_profit","value":25.3,"numericStatus":"reported","unit":"percent","display":"25.3%","scope":"Consolidated IFRS gross margin · actual quarter","retrievedAt":"2026-08-13T22:36:30Z","status":"reported","note":"Actual Q2 margin; Q3 gross-margin guidance is stored as a separate forward-looking record."},{"id":"smic-q2-2026-profit-attributable","companyId":"smic","company":"SMIC","period":"Q2 2026","grain":"quarter","publishedAt":"2026-08-13","metric":"Profit attributable to owners","dataClass":"reported_profit","value":479.197,"numericStatus":"reported","unit":"USD million","display":"US$479.197M","scope":"Consolidated IFRS profit attributable to owners of the company · actual quarter","retrievedAt":"2026-08-13T22:36:30Z","status":"reported","note":"Actual Q2 profit attributable to owners; it remains distinct from gross profit, operating profit, revenue, and forward guidance."},{"id":"smic-q2-2026-wafer-shipments","companyId":"smic","company":"SMIC","period":"Q2 2026","grain":"quarter","publishedAt":"2026-08-13","metric":"Wafer shipments","dataClass":"reported_shipments","value":2869495,"numericStatus":"reported","unit":"standard-logic 8-inch-equivalent wafers","display":"2,869,495 · standard-logic 8-inch equivalent","scope":"Company-reported quarterly shipment basis","retrievedAt":"2026-08-13T22:36:30Z","status":"reported","note":"+14.4% QoQ and +20.1% YoY. The native standard-logic 8-inch-equivalent basis is not converted into die output, wafer starts, or market share."},{"id":"smic-q2-2026-utilization","companyId":"smic","company":"SMIC","period":"Q2 2026","grain":"quarter","publishedAt":"2026-08-13","metric":"Utilization rate","dataClass":"utilization_rate","value":93.7,"numericStatus":"reported","unit":"percent","display":"93.7%","scope":"Total wafers out divided by estimated total quarterly capacity","retrievedAt":"2026-08-13T22:36:30Z","status":"reported","note":"Company-defined actual-quarter utilization; it is not physical output, installed capacity, or a supply forecast."},{"id":"smic-q2-2026-monthly-capacity","companyId":"smic","company":"SMIC","period":"Q2 2026 period end","grain":"period_end","publishedAt":"2026-08-13","metric":"Period-end monthly capacity","dataClass":"reported_capacity","value":1096500,"numericStatus":"reported","unit":"standard-logic 8-inch-equivalent wafers per month","display":"1,096,500 per month · standard-logic 8-inch equivalent","scope":"Monthly capacity at the end of Q2 2026","retrievedAt":"2026-08-13T22:36:30Z","status":"reported","note":"Period-end monthly capacity is not quarterly capacity, shipments, wafer starts, utilization, or annualized output."},{"id":"smic-q2-2026-capex","companyId":"smic","company":"SMIC","period":"Q2 2026","grain":"quarter","publishedAt":"2026-08-13","metric":"Capital expenditure","dataClass":"reported_investment","value":1835.7,"numericStatus":"reported","unit":"USD million","display":"US$1,835.7M","scope":"Company-reported actual quarterly capital expenditure","retrievedAt":"2026-08-13T22:36:30Z","status":"reported","note":"Actual Q2 capital expenditure; it is not a future budget, installed capacity, shipments, customer allocation, or revenue."},{"id":"smic-q2-2026-geography-china","companyId":"smic","company":"SMIC","period":"Q2 2026","grain":"quarter","publishedAt":"2026-08-13","metric":"China share of total revenue","dataClass":"revenue_mix","value":90.2,"numericStatus":"reported","unit":"percent of total revenue","display":"90.2%","scope":"SMIC geography mix · denominator: total revenue","retrievedAt":"2026-08-13T22:36:30Z","status":"reported","note":"Issuer-disclosed Q2 composition within total revenue; this is not cross-company market share, physical shipment mix, capacity mix, or a product-sales estimate."},{"id":"smic-q2-2026-geography-america","companyId":"smic","company":"SMIC","period":"Q2 2026","grain":"quarter","publishedAt":"2026-08-13","metric":"America share of total revenue","dataClass":"revenue_mix","value":8.2,"numericStatus":"reported","unit":"percent of total revenue","display":"8.2%","scope":"SMIC geography mix · denominator: total revenue","retrievedAt":"2026-08-13T22:36:30Z","status":"reported","note":"Issuer-disclosed Q2 composition within total revenue; this is not cross-company market share, physical shipment mix, capacity mix, or a product-sales estimate."},{"id":"smic-q2-2026-geography-eurasia","companyId":"smic","company":"SMIC","period":"Q2 2026","grain":"quarter","publishedAt":"2026-08-13","metric":"Eurasia share of total revenue","dataClass":"revenue_mix","value":1.6,"numericStatus":"reported","unit":"percent of total revenue","display":"1.6%","scope":"SMIC geography mix · denominator: total revenue","retrievedAt":"2026-08-13T22:36:30Z","status":"reported","note":"Issuer-disclosed Q2 composition within total revenue; this is not cross-company market share, physical shipment mix, capacity mix, or a product-sales estimate."},{"id":"smic-q2-2026-service-type-wafers","companyId":"smic","company":"SMIC","period":"Q2 2026","grain":"quarter","publishedAt":"2026-08-13","metric":"Wafers share of total revenue","dataClass":"revenue_mix","value":94.6,"numericStatus":"reported","unit":"percent of total revenue","display":"94.6%","scope":"SMIC service type mix · denominator: total revenue","retrievedAt":"2026-08-13T22:36:30Z","status":"reported","note":"Issuer-disclosed Q2 composition within total revenue; this is not cross-company market share, physical shipment mix, capacity mix, or a product-sales estimate."},{"id":"smic-q2-2026-service-type-others","companyId":"smic","company":"SMIC","period":"Q2 2026","grain":"quarter","publishedAt":"2026-08-13","metric":"Other services share of total revenue","dataClass":"revenue_mix","value":5.4,"numericStatus":"reported","unit":"percent of total revenue","display":"5.4%","scope":"SMIC service type mix · denominator: total revenue","retrievedAt":"2026-08-13T22:36:30Z","status":"reported","note":"Issuer-disclosed Q2 composition within total revenue; this is not cross-company market share, physical shipment mix, capacity mix, or a product-sales estimate."},{"id":"smic-q2-2026-application-smartphone","companyId":"smic","company":"SMIC","period":"Q2 2026","grain":"quarter","publishedAt":"2026-08-13","metric":"Smartphone share of wafer revenue","dataClass":"revenue_mix","value":16.9,"numericStatus":"reported","unit":"percent of wafer revenue","display":"16.9%","scope":"SMIC application mix · denominator: wafer revenue","retrievedAt":"2026-08-13T22:36:30Z","status":"reported","note":"Issuer-disclosed Q2 composition within wafer revenue; this is not cross-company market share, physical shipment mix, capacity mix, or a product-sales estimate."},{"id":"smic-q2-2026-application-computer-tablet","companyId":"smic","company":"SMIC","period":"Q2 2026","grain":"quarter","publishedAt":"2026-08-13","metric":"Computer and tablet share of wafer revenue","dataClass":"revenue_mix","value":15.6,"numericStatus":"reported","unit":"percent of wafer revenue","display":"15.6%","scope":"SMIC application mix · denominator: wafer revenue","retrievedAt":"2026-08-13T22:36:30Z","status":"reported","note":"Issuer-disclosed Q2 composition within wafer revenue; this is not cross-company market share, physical shipment mix, capacity mix, or a product-sales estimate."},{"id":"smic-q2-2026-application-consumer-electronics","companyId":"smic","company":"SMIC","period":"Q2 2026","grain":"quarter","publishedAt":"2026-08-13","metric":"Consumer electronics share of wafer revenue","dataClass":"revenue_mix","value":44.2,"numericStatus":"reported","unit":"percent of wafer revenue","display":"44.2%","scope":"SMIC application mix · denominator: wafer revenue","retrievedAt":"2026-08-13T22:36:30Z","status":"reported","note":"Issuer-disclosed Q2 composition within wafer revenue; this is not cross-company market share, physical shipment mix, capacity mix, or a product-sales estimate."},{"id":"smic-q2-2026-application-connectivity-iot","companyId":"smic","company":"SMIC","period":"Q2 2026","grain":"quarter","publishedAt":"2026-08-13","metric":"Connectivity and IoT share of wafer revenue","dataClass":"revenue_mix","value":6.8,"numericStatus":"reported","unit":"percent of wafer revenue","display":"6.8%","scope":"SMIC application mix · denominator: wafer revenue","retrievedAt":"2026-08-13T22:36:30Z","status":"reported","note":"Issuer-disclosed Q2 composition within wafer revenue; this is not cross-company market share, physical shipment mix, capacity mix, or a product-sales estimate."},{"id":"smic-q2-2026-application-industrial-automotive","companyId":"smic","company":"SMIC","period":"Q2 2026","grain":"quarter","publishedAt":"2026-08-13","metric":"Industrial and automotive share of wafer revenue","dataClass":"revenue_mix","value":16.5,"numericStatus":"reported","unit":"percent of wafer revenue","display":"16.5%","scope":"SMIC application mix · denominator: wafer revenue","retrievedAt":"2026-08-13T22:36:30Z","status":"reported","note":"Issuer-disclosed Q2 composition within wafer revenue; this is not cross-company market share, physical shipment mix, capacity mix, or a product-sales estimate."},{"id":"smic-q2-2026-wafer-size-8-inch","companyId":"smic","company":"SMIC","period":"Q2 2026","grain":"quarter","publishedAt":"2026-08-13","metric":"8-inch wafers share of wafer revenue","dataClass":"revenue_mix","value":21.8,"numericStatus":"reported","unit":"percent of wafer revenue","display":"21.8%","scope":"SMIC wafer size mix · denominator: wafer revenue","retrievedAt":"2026-08-13T22:36:30Z","status":"reported","note":"Issuer-disclosed Q2 composition within wafer revenue; this is not cross-company market share, physical shipment mix, capacity mix, or a product-sales estimate."},{"id":"smic-q2-2026-wafer-size-12-inch","companyId":"smic","company":"SMIC","period":"Q2 2026","grain":"quarter","publishedAt":"2026-08-13","metric":"12-inch wafers share of wafer revenue","dataClass":"revenue_mix","value":78.2,"numericStatus":"reported","unit":"percent of wafer revenue","display":"78.2%","scope":"SMIC wafer size mix · denominator: wafer revenue","retrievedAt":"2026-08-13T22:36:30Z","status":"reported","note":"Issuer-disclosed Q2 composition within wafer revenue; this is not cross-company market share, physical shipment mix, capacity mix, or a product-sales estimate."},{"id":"smic-q3-2026-revenue-guidance","companyId":"smic","company":"SMIC","period":"Q3 2026 guidance","grain":"quarter_guidance","publishedAt":"2026-08-13","metric":"Revenue growth guidance","dataClass":"reported_sales","value":3,"numericStatus":"derived_midpoint","lowerValue":2,"upperValue":4,"unit":"percent quarter over quarter midpoint","display":"+2% to +4% QoQ","scope":"Company IFRS revenue guidance range","retrievedAt":"2026-08-13T22:36:30Z","status":"guidance","note":"The numeric value is the derived midpoint of the disclosed range for machine use; the 2% lower bound and 4% upper bound remain visible. This is forward guidance, not reported Q3 revenue."},{"id":"smic-q3-2026-gross-margin-guidance","companyId":"smic","company":"SMIC","period":"Q3 2026 guidance","grain":"quarter_guidance","publishedAt":"2026-08-13","metric":"Gross margin guidance midpoint","dataClass":"reported_profit","value":27,"numericStatus":"derived_midpoint","lowerValue":26,"upperValue":28,"unit":"percent midpoint","display":"26% to 28%","scope":"Company IFRS gross-margin guidance range","retrievedAt":"2026-08-13T22:36:30Z","status":"guidance","note":"The numeric value is the derived midpoint of the disclosed range for machine use; the 26% lower bound and 28% upper bound remain visible. This is forward guidance, not an actual margin."},{"id":"hua-hong-q2-2026-revenue","companyId":"hua-hong","company":"Hua Hong Grace","period":"Q2 2026","grain":"quarter","publishedAt":"2026-08-13","metric":"Revenue","dataClass":"reported_sales","value":717.537,"numericStatus":"reported","yoyPercent":26.8,"unit":"USD million","display":"US$717.537M · +8.6% QoQ · +26.8% YoY","scope":"Consolidated specialty-foundry company revenue · actual quarter","retrievedAt":"2026-08-13T22:36:30Z","status":"reported","note":"Actual unaudited quarter in the filing's USD-million presentation; it is not annualized or converted into foundry market share."},{"id":"hua-hong-q2-2026-gross-profit","companyId":"hua-hong","company":"Hua Hong Grace","period":"Q2 2026","grain":"quarter","publishedAt":"2026-08-13","metric":"Gross profit","dataClass":"reported_profit","value":118.404,"numericStatus":"reported","unit":"USD million","display":"US$118.404M","scope":"Consolidated gross profit · actual quarter","retrievedAt":"2026-08-13T22:36:30Z","status":"reported","note":"Actual Q2 gross profit; this profit measure remains separate from revenue, guidance, shipments, capacity, and utilization."},{"id":"hua-hong-q2-2026-gross-margin","companyId":"hua-hong","company":"Hua Hong Grace","period":"Q2 2026","grain":"quarter","publishedAt":"2026-08-13","metric":"Gross margin","dataClass":"reported_profit","value":16.5,"numericStatus":"reported","unit":"percent","display":"16.5%","scope":"Consolidated gross margin · actual quarter","retrievedAt":"2026-08-13T22:36:30Z","status":"reported","note":"Actual Q2 margin; Q3 gross-margin guidance is stored as a separate forward-looking record."},{"id":"hua-hong-q2-2026-profit-attributable","companyId":"hua-hong","company":"Hua Hong Grace","period":"Q2 2026","grain":"quarter","publishedAt":"2026-08-13","metric":"Net profit attributable to owners of the parent","dataClass":"reported_profit","value":38.639,"numericStatus":"reported","unit":"USD million","display":"US$38.639M","scope":"Consolidated net profit attributable to owners of the parent · actual quarter","retrievedAt":"2026-08-13T22:36:30Z","status":"reported","note":"Actual Q2 net profit attributable to owners of the parent; it remains distinct from gross profit, revenue, and forward guidance."},{"id":"hua-hong-q2-2026-wafer-shipments","companyId":"hua-hong","company":"Hua Hong Grace","period":"Q2 2026","grain":"quarter","publishedAt":"2026-08-13","metric":"Wafer shipments","dataClass":"reported_shipments","value":1538,"numericStatus":"reported","unit":"thousand 8-inch-equivalent wafers","display":"1,538K · 8-inch equivalent","scope":"Company-reported quarterly shipment basis","retrievedAt":"2026-08-13T22:36:30Z","status":"reported","note":"+5.8% QoQ and +17.9% YoY. The native 8-inch-equivalent basis is not converted into die output, wafer starts, or market share."},{"id":"hua-hong-q2-2026-utilization","companyId":"hua-hong","company":"Hua Hong Grace","period":"Q2 2026","grain":"quarter","publishedAt":"2026-08-13","metric":"Capacity utilization","dataClass":"utilization_rate","value":102.8,"numericStatus":"reported","unit":"percent","display":"102.8%","scope":"Average monthly equivalent wafer output divided by estimated monthly capacity","retrievedAt":"2026-08-13T22:36:30Z","status":"reported","note":"The company-defined actual-quarter rate can exceed 100%; it is not physical output, installed capacity, or a supply forecast."},{"id":"hua-hong-q2-2026-monthly-capacity","companyId":"hua-hong","company":"Hua Hong Grace","period":"Q2 2026 period end","grain":"period_end","publishedAt":"2026-08-13","metric":"Period-end monthly capacity","dataClass":"reported_capacity","value":508,"numericStatus":"reported","unit":"thousand 8-inch-equivalent wafers per month","display":"508K per month · 8-inch equivalent","scope":"Monthly capacity at the end of Q2 2026","retrievedAt":"2026-08-13T22:36:30Z","status":"reported","note":"Period-end monthly capacity is not quarterly capacity, shipments, wafer starts, utilization, or annualized output."},{"id":"hua-hong-q2-2026-service-type-wafers","companyId":"hua-hong","company":"Hua Hong Grace","period":"Q2 2026","grain":"quarter","publishedAt":"2026-08-13","metric":"Wafers share of total revenue","dataClass":"revenue_mix","value":96.5,"numericStatus":"reported","unit":"percent of total revenue","display":"96.5%","scope":"Hua Hong Grace service type mix · denominator: total revenue","retrievedAt":"2026-08-13T22:36:30Z","status":"reported","note":"Issuer-disclosed Q2 composition within total revenue; this is not cross-company market share, physical shipment mix, capacity mix, or a product-sales estimate."},{"id":"hua-hong-q2-2026-service-type-others","companyId":"hua-hong","company":"Hua Hong Grace","period":"Q2 2026","grain":"quarter","publishedAt":"2026-08-13","metric":"Other services share of total revenue","dataClass":"revenue_mix","value":3.5,"numericStatus":"reported","unit":"percent of total revenue","display":"3.5%","scope":"Hua Hong Grace service type mix · denominator: total revenue","retrievedAt":"2026-08-13T22:36:30Z","status":"reported","note":"Issuer-disclosed Q2 composition within total revenue; this is not cross-company market share, physical shipment mix, capacity mix, or a product-sales estimate."},{"id":"hua-hong-q2-2026-wafer-size-8-inch","companyId":"hua-hong","company":"Hua Hong Grace","period":"Q2 2026","grain":"quarter","publishedAt":"2026-08-13","metric":"8-inch wafers share of total revenue","dataClass":"revenue_mix","value":37.9,"numericStatus":"reported","unit":"percent of total revenue","display":"37.9%","scope":"Hua Hong Grace wafer size mix · denominator: total revenue","retrievedAt":"2026-08-13T22:36:30Z","status":"reported","note":"Issuer-disclosed Q2 composition within total revenue; this is not cross-company market share, physical shipment mix, capacity mix, or a product-sales estimate."},{"id":"hua-hong-q2-2026-wafer-size-12-inch","companyId":"hua-hong","company":"Hua Hong Grace","period":"Q2 2026","grain":"quarter","publishedAt":"2026-08-13","metric":"12-inch wafers share of total revenue","dataClass":"revenue_mix","value":62.1,"numericStatus":"reported","unit":"percent of total revenue","display":"62.1%","scope":"Hua Hong Grace wafer size mix · denominator: total revenue","retrievedAt":"2026-08-13T22:36:30Z","status":"reported","note":"Issuer-disclosed Q2 composition within total revenue; this is not cross-company market share, physical shipment mix, capacity mix, or a product-sales estimate."},{"id":"hua-hong-q2-2026-geography-china","companyId":"hua-hong","company":"Hua Hong Grace","period":"Q2 2026","grain":"quarter","publishedAt":"2026-08-13","metric":"China share of total revenue","dataClass":"revenue_mix","value":78.6,"numericStatus":"reported","unit":"percent of total revenue","display":"78.6%","scope":"Hua Hong Grace geography mix · denominator: total revenue","retrievedAt":"2026-08-13T22:36:30Z","status":"reported","note":"Issuer-disclosed Q2 composition within total revenue; this is not cross-company market share, physical shipment mix, capacity mix, or a product-sales estimate."},{"id":"hua-hong-q2-2026-geography-north-america","companyId":"hua-hong","company":"Hua Hong Grace","period":"Q2 2026","grain":"quarter","publishedAt":"2026-08-13","metric":"North America share of total revenue","dataClass":"revenue_mix","value":13.1,"numericStatus":"reported","unit":"percent of total revenue","display":"13.1%","scope":"Hua Hong Grace geography mix · denominator: total revenue","retrievedAt":"2026-08-13T22:36:30Z","status":"reported","note":"Issuer-disclosed Q2 composition within total revenue; this is not cross-company market share, physical shipment mix, capacity mix, or a product-sales estimate."},{"id":"hua-hong-q2-2026-geography-other-asia","companyId":"hua-hong","company":"Hua Hong Grace","period":"Q2 2026","grain":"quarter","publishedAt":"2026-08-13","metric":"Other Asia share of total revenue","dataClass":"revenue_mix","value":4.4,"numericStatus":"reported","unit":"percent of total revenue","display":"4.4%","scope":"Hua Hong Grace geography mix · denominator: total revenue","retrievedAt":"2026-08-13T22:36:30Z","status":"reported","note":"Issuer-disclosed Q2 composition within total revenue; this is not cross-company market share, physical shipment mix, capacity mix, or a product-sales estimate."},{"id":"hua-hong-q2-2026-geography-europe","companyId":"hua-hong","company":"Hua Hong Grace","period":"Q2 2026","grain":"quarter","publishedAt":"2026-08-13","metric":"Europe share of total revenue","dataClass":"revenue_mix","value":3.9,"numericStatus":"reported","unit":"percent of total revenue","display":"3.9%","scope":"Hua Hong Grace geography mix · denominator: total revenue","retrievedAt":"2026-08-13T22:36:30Z","status":"reported","note":"Issuer-disclosed Q2 composition within total revenue; this is not cross-company market share, physical shipment mix, capacity mix, or a product-sales estimate."},{"id":"hua-hong-q2-2026-technology-platform-embedded-nvm","companyId":"hua-hong","company":"Hua Hong Grace","period":"Q2 2026","grain":"quarter","publishedAt":"2026-08-13","metric":"Embedded NVM share of total revenue","dataClass":"revenue_mix","value":27.9,"numericStatus":"reported","unit":"percent of total revenue","display":"27.9%","scope":"Hua Hong Grace technology platform mix · denominator: total revenue","retrievedAt":"2026-08-13T22:36:30Z","status":"reported","note":"Issuer-disclosed Q2 composition within total revenue; this is not cross-company market share, physical shipment mix, capacity mix, or a product-sales estimate."},{"id":"hua-hong-q2-2026-technology-platform-standalone-nvm","companyId":"hua-hong","company":"Hua Hong Grace","period":"Q2 2026","grain":"quarter","publishedAt":"2026-08-13","metric":"Standalone NVM share of total revenue","dataClass":"revenue_mix","value":9.6,"numericStatus":"reported","unit":"percent of total revenue","display":"9.6%","scope":"Hua Hong Grace technology platform mix · denominator: total revenue","retrievedAt":"2026-08-13T22:36:30Z","status":"reported","note":"Issuer-disclosed Q2 composition within total revenue; this is not cross-company market share, physical shipment mix, capacity mix, or a product-sales estimate."},{"id":"hua-hong-q2-2026-technology-platform-power-discrete","companyId":"hua-hong","company":"Hua Hong Grace","period":"Q2 2026","grain":"quarter","publishedAt":"2026-08-13","metric":"Power discrete share of total revenue","dataClass":"revenue_mix","value":25.4,"numericStatus":"reported","unit":"percent of total revenue","display":"25.4%","scope":"Hua Hong Grace technology platform mix · denominator: total revenue","retrievedAt":"2026-08-13T22:36:30Z","status":"reported","note":"Issuer-disclosed Q2 composition within total revenue; this is not cross-company market share, physical shipment mix, capacity mix, or a product-sales estimate."},{"id":"hua-hong-q2-2026-technology-platform-logic-rf","companyId":"hua-hong","company":"Hua Hong Grace","period":"Q2 2026","grain":"quarter","publishedAt":"2026-08-13","metric":"Logic and RF share of total revenue","dataClass":"revenue_mix","value":11.6,"numericStatus":"reported","unit":"percent of total revenue","display":"11.6%","scope":"Hua Hong Grace technology platform mix · denominator: total revenue","retrievedAt":"2026-08-13T22:36:30Z","status":"reported","note":"Issuer-disclosed Q2 composition within total revenue; this is not cross-company market share, physical shipment mix, capacity mix, or a product-sales estimate."},{"id":"hua-hong-q2-2026-technology-platform-analog-pm","companyId":"hua-hong","company":"Hua Hong Grace","period":"Q2 2026","grain":"quarter","publishedAt":"2026-08-13","metric":"Analog and power management share of total revenue","dataClass":"revenue_mix","value":25.5,"numericStatus":"reported","unit":"percent of total revenue","display":"25.5%","scope":"Hua Hong Grace technology platform mix · denominator: total revenue","retrievedAt":"2026-08-13T22:36:30Z","status":"reported","note":"Issuer-disclosed Q2 composition within total revenue; this is not cross-company market share, physical shipment mix, capacity mix, or a product-sales estimate."},{"id":"hua-hong-q2-2026-process-technology-node-65nm-below","companyId":"hua-hong","company":"Hua Hong Grace","period":"Q2 2026","grain":"quarter","publishedAt":"2026-08-13","metric":"65nm and below share of total revenue","dataClass":"process_mix","value":28.6,"numericStatus":"reported","unit":"percent of total revenue","display":"28.6%","scope":"Hua Hong Grace process technology node mix · denominator: total revenue","retrievedAt":"2026-08-13T22:36:30Z","status":"reported","note":"Issuer-disclosed Q2 composition within total revenue; this is not cross-company market share, physical shipment mix, capacity mix, or a product-sales estimate."},{"id":"hua-hong-q2-2026-process-technology-node-90nm-95nm","companyId":"hua-hong","company":"Hua Hong Grace","period":"Q2 2026","grain":"quarter","publishedAt":"2026-08-13","metric":"90nm and 95nm share of total revenue","dataClass":"process_mix","value":24.3,"numericStatus":"reported","unit":"percent of total revenue","display":"24.3%","scope":"Hua Hong Grace process technology node mix · denominator: total revenue","retrievedAt":"2026-08-13T22:36:30Z","status":"reported","note":"Issuer-disclosed Q2 composition within total revenue; this is not cross-company market share, physical shipment mix, capacity mix, or a product-sales estimate."},{"id":"hua-hong-q2-2026-process-technology-node-110nm-130nm","companyId":"hua-hong","company":"Hua Hong Grace","period":"Q2 2026","grain":"quarter","publishedAt":"2026-08-13","metric":"0.11µm and 0.13µm share of total revenue","dataClass":"process_mix","value":10.9,"numericStatus":"reported","unit":"percent of total revenue","display":"10.9%","scope":"Hua Hong Grace process technology node mix · denominator: total revenue","retrievedAt":"2026-08-13T22:36:30Z","status":"reported","note":"Issuer-disclosed Q2 composition within total revenue; this is not cross-company market share, physical shipment mix, capacity mix, or a product-sales estimate."},{"id":"hua-hong-q2-2026-process-technology-node-150nm-180nm","companyId":"hua-hong","company":"Hua Hong Grace","period":"Q2 2026","grain":"quarter","publishedAt":"2026-08-13","metric":"0.15µm and 0.18µm share of total revenue","dataClass":"process_mix","value":5.3,"numericStatus":"reported","unit":"percent of total revenue","display":"5.3%","scope":"Hua Hong Grace process technology node mix · denominator: total revenue","retrievedAt":"2026-08-13T22:36:30Z","status":"reported","note":"Issuer-disclosed Q2 composition within total revenue; this is not cross-company market share, physical shipment mix, capacity mix, or a product-sales estimate."},{"id":"hua-hong-q2-2026-process-technology-node-250nm","companyId":"hua-hong","company":"Hua Hong Grace","period":"Q2 2026","grain":"quarter","publishedAt":"2026-08-13","metric":"0.25µm share of total revenue","dataClass":"process_mix","value":0.3,"numericStatus":"reported","unit":"percent of total revenue","display":"0.3%","scope":"Hua Hong Grace process technology node mix · denominator: total revenue","retrievedAt":"2026-08-13T22:36:30Z","status":"reported","note":"Issuer-disclosed Q2 composition within total revenue; this is not cross-company market share, physical shipment mix, capacity mix, or a product-sales estimate."},{"id":"hua-hong-q2-2026-process-technology-node-350nm-above","companyId":"hua-hong","company":"Hua Hong Grace","period":"Q2 2026","grain":"quarter","publishedAt":"2026-08-13","metric":"0.35µm and above share of total revenue","dataClass":"process_mix","value":30.6,"numericStatus":"reported","unit":"percent of total revenue","display":"30.6%","scope":"Hua Hong Grace process technology node mix · denominator: total revenue","retrievedAt":"2026-08-13T22:36:30Z","status":"reported","note":"Issuer-disclosed Q2 composition within total revenue; this is not cross-company market share, physical shipment mix, capacity mix, or a product-sales estimate."},{"id":"hua-hong-q2-2026-end-market-consumer-electronics","companyId":"hua-hong","company":"Hua Hong Grace","period":"Q2 2026","grain":"quarter","publishedAt":"2026-08-13","metric":"Consumer electronics share of total revenue","dataClass":"revenue_mix","value":67.1,"numericStatus":"reported","unit":"percent of total revenue","display":"67.1%","scope":"Hua Hong Grace end market mix · denominator: total revenue","retrievedAt":"2026-08-13T22:36:30Z","status":"reported","note":"Issuer-disclosed Q2 composition within total revenue; this is not cross-company market share, physical shipment mix, capacity mix, or a product-sales estimate."},{"id":"hua-hong-q2-2026-end-market-industrial-automotive","companyId":"hua-hong","company":"Hua Hong Grace","period":"Q2 2026","grain":"quarter","publishedAt":"2026-08-13","metric":"Industrial and automotive share of total revenue","dataClass":"revenue_mix","value":22.6,"numericStatus":"reported","unit":"percent of total revenue","display":"22.6%","scope":"Hua Hong Grace end market mix · denominator: total revenue","retrievedAt":"2026-08-13T22:36:30Z","status":"reported","note":"Issuer-disclosed Q2 composition within total revenue; this is not cross-company market share, physical shipment mix, capacity mix, or a product-sales estimate."},{"id":"hua-hong-q2-2026-end-market-communications","companyId":"hua-hong","company":"Hua Hong Grace","period":"Q2 2026","grain":"quarter","publishedAt":"2026-08-13","metric":"Communications share of total revenue","dataClass":"revenue_mix","value":8.7,"numericStatus":"reported","unit":"percent of total revenue","display":"8.7%","scope":"Hua Hong Grace end market mix · denominator: total revenue","retrievedAt":"2026-08-13T22:36:30Z","status":"reported","note":"Issuer-disclosed Q2 composition within total revenue; this is not cross-company market share, physical shipment mix, capacity mix, or a product-sales estimate."},{"id":"hua-hong-q2-2026-end-market-computing","companyId":"hua-hong","company":"Hua Hong Grace","period":"Q2 2026","grain":"quarter","publishedAt":"2026-08-13","metric":"Computing share of total revenue","dataClass":"revenue_mix","value":1.6,"numericStatus":"reported","unit":"percent of total revenue","display":"1.6%","scope":"Hua Hong Grace end market mix · denominator: total revenue","retrievedAt":"2026-08-13T22:36:30Z","status":"reported","note":"Issuer-disclosed Q2 composition within total revenue; this is not cross-company market share, physical shipment mix, capacity mix, or a product-sales estimate."},{"id":"hua-hong-q3-2026-revenue-guidance","companyId":"hua-hong","company":"Hua Hong Grace","period":"Q3 2026 guidance","grain":"quarter_guidance","publishedAt":"2026-08-13","metric":"Revenue guidance midpoint","dataClass":"reported_sales","value":775,"numericStatus":"derived_midpoint","lowerValue":770,"upperValue":780,"unit":"USD million midpoint","display":"US$770M to US$780M","scope":"Company revenue guidance range","retrievedAt":"2026-08-13T22:36:30Z","status":"guidance","note":"The numeric value is the derived US$775M midpoint of the disclosed range for machine use; the US$770M lower bound and US$780M upper bound remain visible. This is forward guidance, not reported Q3 revenue."},{"id":"hua-hong-q3-2026-gross-margin-guidance","companyId":"hua-hong","company":"Hua Hong Grace","period":"Q3 2026 guidance","grain":"quarter_guidance","publishedAt":"2026-08-13","metric":"Gross margin guidance midpoint","dataClass":"reported_profit","value":17,"numericStatus":"derived_midpoint","lowerValue":16,"upperValue":18,"unit":"percent midpoint","display":"16% to 18%","scope":"Company gross-margin guidance range","retrievedAt":"2026-08-13T22:36:30Z","status":"guidance","note":"The numeric value is the derived midpoint of the disclosed range for machine use; the 16% lower bound and 18% upper bound remain visible. This is forward guidance, not an actual margin."},{"id":"globalfoundries-q2-2026-revenue","companyId":"globalfoundries","company":"GlobalFoundries","period":"Q2 2026","grain":"quarter","publishedAt":"2026-08-05","metric":"Net revenue","dataClass":"reported_sales","value":1.786,"unit":"USD billion","display":"US$1.786B","scope":"Pure-play company total","status":"reported","note":"Actual quarter in the issuer's reported currency; it is not annualized or converted into market share."},{"id":"globalfoundries-q2-2026-gross-margin","companyId":"globalfoundries","company":"GlobalFoundries","period":"Q2 2026","grain":"quarter","publishedAt":"2026-08-05","metric":"Gross margin","dataClass":"reported_profit","value":28.3,"unit":"percent","display":"28.3%","scope":"Consolidated IFRS gross margin","status":"reported","note":"Actual IFRS quarter, kept separate from the company's non-IFRS margin and forward guidance."},{"id":"globalfoundries-q2-2026-wafer-shipments","companyId":"globalfoundries","company":"GlobalFoundries","period":"Q2 2026","grain":"quarter","publishedAt":"2026-08-05","metric":"Wafer shipments","dataClass":"reported_shipments","value":625,"unit":"thousand 300mm-equivalent wafers","display":"625K · 300mm equivalent","scope":"Company-reported quarterly shipment basis","status":"reported","note":"Actual quarterly shipments on the issuer's native 300mm-equivalent basis; no capacity or market share is inferred."},{"id":"tower-q2-2026-revenue","companyId":"tower","company":"Tower","period":"Q2 2026","grain":"quarter","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","retrievedAt":"2026-08-05T05:10:44Z","status":"reported","note":"Actual quarter rounded in the Aug. 4 earnings release; +24% year over year. The later Aug. 17 interim filing supplies exact USD-thousand precision without creating a second Q2 sale. It is not annualized or converted into market share."},{"id":"tower-q2-2026-gross-profit","companyId":"tower","company":"Tower","period":"Q2 2026","grain":"quarter","publishedAt":"2026-08-04","metric":"Gross profit","dataClass":"reported_profit","value":0.138,"unit":"USD billion","display":"US$138M","scope":"Consolidated GAAP gross profit","retrievedAt":"2026-08-05T05:10:44Z","status":"reported","note":"Actual quarter rounded in the Aug. 4 earnings release; the later Aug. 17 interim filing supplies exact USD-thousand precision without creating a second Q2 profit. The value is a profit measure, not revenue, shipment volume, or capacity."},{"id":"tower-q2-2026-interim-6k-revenue","companyId":"tower","company":"Tower","period":"Q2 2026","grain":"quarter","publishedAt":"2026-08-17","metric":"Consolidated revenue","dataClass":"reported_sales","value":460079,"unit":"USD thousand","display":"US$460.079M","scope":"Consolidated company total · three months ended Jun. 30, 2026","retrievedAt":"2026-08-24T10:07:54Z","status":"reported","note":"Exact unaudited filed-statement value. This is the same Q2 economic observation as the rounded US$460M Aug. 4 earnings-release record, not additional revenue, a restatement, or a second sale."},{"id":"tower-q2-2026-interim-6k-gross-profit","companyId":"tower","company":"Tower","period":"Q2 2026","grain":"quarter","publishedAt":"2026-08-17","metric":"Gross profit","dataClass":"reported_profit","value":137772,"unit":"USD thousand","display":"US$137.772M","scope":"Consolidated company gross profit · three months ended Jun. 30, 2026","retrievedAt":"2026-08-24T10:07:54Z","status":"reported","note":"Exact unaudited filed-statement value. This is the same Q2 economic observation as the rounded US$138M Aug. 4 earnings-release record and remains a profit measure, not sales, shipments, or capacity."},{"id":"tower-q2-2026-interim-6k-operating-profit","companyId":"tower","company":"Tower","period":"Q2 2026","grain":"quarter","publishedAt":"2026-08-17","metric":"Operating profit","dataClass":"reported_profit","value":90290,"unit":"USD thousand","display":"US$90.290M","scope":"Consolidated company operating profit · three months ended Jun. 30, 2026","retrievedAt":"2026-08-24T10:07:54Z","status":"reported","note":"Exact unaudited filed-statement value; it is a Q2 operating-profit observation, not revenue, shipment volume, capacity, or guidance."},{"id":"tower-q2-2026-interim-6k-net-profit-attributable","companyId":"tower","company":"Tower","period":"Q2 2026","grain":"quarter","publishedAt":"2026-08-17","metric":"Net profit attributable to the company","dataClass":"reported_profit","value":90769,"unit":"USD thousand","display":"US$90.769M","scope":"Net profit attributable to the company · three months ended Jun. 30, 2026","retrievedAt":"2026-08-24T10:07:54Z","status":"reported","note":"Exact unaudited filed-statement value; attributable net profit remains distinct from gross profit, operating profit, revenue, and noncontrolling interests."},{"id":"tower-h1-2026-interim-6k-revenue","companyId":"tower","company":"Tower","period":"H1 2026","grain":"year_to_date","publishedAt":"2026-08-17","metric":"Consolidated revenue","dataClass":"reported_sales","value":873710,"unit":"USD thousand","display":"US$873.710M","scope":"Consolidated company total · six months ended Jun. 30, 2026","retrievedAt":"2026-08-24T10:07:54Z","status":"reported","note":"Exact unaudited six-month cumulative value. H1 is a year-to-date period and is not added to Q2, annualized, or treated as a separate quarter."},{"id":"tower-h1-2026-interim-6k-gross-profit","companyId":"tower","company":"Tower","period":"H1 2026","grain":"year_to_date","publishedAt":"2026-08-17","metric":"Gross profit","dataClass":"reported_profit","value":248723,"unit":"USD thousand","display":"US$248.723M","scope":"Consolidated company gross profit · six months ended Jun. 30, 2026","retrievedAt":"2026-08-24T10:07:54Z","status":"reported","note":"Exact unaudited six-month cumulative value; it remains a profit measure and is not a quarter, sale, shipment, or capacity observation."},{"id":"tower-h1-2026-interim-6k-operating-profit","companyId":"tower","company":"Tower","period":"H1 2026","grain":"year_to_date","publishedAt":"2026-08-17","metric":"Operating profit","dataClass":"reported_profit","value":154855,"unit":"USD thousand","display":"US$154.855M","scope":"Consolidated company operating profit · six months ended Jun. 30, 2026","retrievedAt":"2026-08-24T10:07:54Z","status":"reported","note":"Exact unaudited six-month cumulative value; it remains distinct from gross profit, attributable net profit, revenue, and guidance."},{"id":"tower-h1-2026-interim-6k-net-profit-attributable","companyId":"tower","company":"Tower","period":"H1 2026","grain":"year_to_date","publishedAt":"2026-08-17","metric":"Net profit attributable to the company","dataClass":"reported_profit","value":155801,"unit":"USD thousand","display":"US$155.801M","scope":"Net profit attributable to the company · six months ended Jun. 30, 2026","retrievedAt":"2026-08-24T10:07:54Z","status":"reported","note":"Exact unaudited six-month cumulative attributable-net-profit value; it is not revenue, realized cash flow, shipment volume, or capacity."},{"id":"tower-q3-2026-revenue-guidance","companyId":"tower","company":"Tower","period":"Q3 2026 guidance","grain":"quarter_guidance","publishedAt":"2026-08-04","metric":"Revenue guidance midpoint","dataClass":"reported_sales","value":0.52,"numericStatus":"reported","unit":"USD billion","display":"US$520M ±5%","scope":"Company revenue guidance","retrievedAt":"2026-08-05T05:10:44Z","status":"guidance","note":"Forward guidance is retained separately from the Q2 actual and is not treated as a reported sale."}],"technology":[{"id":"tower-openlight-ph18da-pdk-cadence-2026","company":"Tower","period":"Aug 11, 2026","headline":"OpenLight PH18DA PDK became available in Cadence tools","detail":"The SEC-filed announcement supports a qualitative design-enablement milestone for Tower's PH18DA InP-on-silicon platform and 400G/1.6T laser-integrated PIC application development. It is not evidence of sales, a design win, tape-out, production, shipments, or revenue.","status":"reported"},{"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; the process mix is company-specific and is not a foundry market-share estimate.","status":"reported"},{"id":"intel-18a-p-risk-production-2026","company":"Intel Foundry","period":"Q2 2026","headline":"Intel 18A-P entered risk production","detail":"The earnings release describes the milestone as risk production, not customer volume, yield, revenue, or high-volume manufacturing.","status":"reported"},{"id":"intel-panther-lake-subset-hvm-2026","company":"Intel Foundry","period":"Q2 2026","headline":"A subset of Panther Lake entered high-volume manufacturing","detail":"Intel limited the statement to a subset of Core Ultra Series 3 processors and did not disclose external-customer wafer volume.","status":"reported"},{"id":"umc-singapore-tainan-expansion-2026","company":"UMC","period":"Jul 2026 approval","headline":"Singapore cleanroom and Tainan fab expansion approved","detail":"UMC approved phased Singapore P4 cleanroom/tool expansion and a new Tainan building shell; the revised FY2026 capex budget is US$2.0B guidance.","status":"guidance"},{"id":"tower-japan-sipho-sige-expansion-2026","company":"Tower","period":"Jul 14, 2026","headline":"Japan SiPho, SiGe and optical-packaging expansion announced","detail":"Tower described a dual-track plan with Q4 2027 production readiness for the first track and a multi-fold capacity target for the second; both remain forward-looking.","status":"guidance"},{"id":"tsmc-n2-hvm","company":"TSMC","period":"Q4 2025","headline":"2nm entered high-volume manufacturing","detail":"TSMC reported good yield and expects a fast 2026 ramp; N2P and A16 remain scheduled for H2 2026.","status":"reported"},{"id":"samsung-sf2-hvm","company":"Samsung Foundry","period":"Q3 2025","headline":"First-generation 2nm GAA mass production started","detail":"Revenue remains undisclosed, so technology progress is not converted into a market-share estimate.","status":"reported"},{"id":"intel-18a-hvm","company":"Intel Foundry","period":"FY2025","headline":"Intel 18A ramped into high-volume production","detail":"Intel identifies 18A as its first significant node for government and enterprise foundry customers.","status":"reported"},{"id":"smic-million-wafer-capacity","company":"SMIC","period":"Dec 2025","headline":"Monthly capacity passed 1M 8-inch-equivalent wafers","detail":"Year-end monthly capacity reached 1,058,750; FY2025 shipments rose 20.9% to 9.697M on the same basis.","status":"reported"},{"id":"tower-sipho-capacity","company":"Tower","period":"2027 target","headline":"Silicon-photonics capacity targeted above 5× Q4 2025 run-rate","detail":"The target is guidance backed by a stated US$920M SiPho/SiGe investment program, not current capacity.","status":"guidance"}],"relationships":[{"id":"tsmc-sony-image-sensor-jv-2026","foundryId":"tsmc","foundry":"TSMC","counterparty":"Sony Semiconductor Solutions","counterpartyType":"joint-venture controlling shareholder","relationshipKind":"joint-venture-definitive-agreement","relationshipScope":"external-counterparty","status":"definitive-agreement-conditional","product":"Next-generation smartphone image sensors","announcedAt":"2026-08-11","lastConfirmedAt":"2026-08-11","lastCheckedAt":"2026-08-12","sourceTitle":"Sony Semiconductor Solutions and TSMC Agreed to Establish Joint Venture for Next-Generation Image Sensors","sourcePublisher":"Sony Semiconductor Solutions / TSMC / U.S. SEC","retrievedAt":"2026-08-12T04:31:20Z","supportedClaims":["Sony and TSMC executed a legally binding definitive agreement to establish Advanced Vision Semiconductor Manufacturing Corporation in Koshi City, Kumamoto Prefecture.","Sony is planned to be the sole controlling shareholder; TSMC plans approximately JPY282B of cash contributions and Sony approximately JPY465B through cash and transferred assets, phased based on demand and business conditions.","The joint venture expects 2029 volume production, subject to regulatory approvals and customary closing conditions."],"notDisclosedFields":["process node","wafer volume","installed capacity","customer allocation","unit shipments","revenue","Japanese-government support amount"],"caveat":"The definitive agreement does not establish current production, capacity, shipments, revenue, market share, or a process node. The 2029 volume-production date is planned, contributions are phased, closing remains conditional, and Japanese-government support is contemplated without a disclosed amount."},{"id":"samsung-foundry-tesla-contract-2025","foundryId":"samsung-foundry","foundry":"Samsung Foundry","counterparty":"Tesla, Inc.","counterpartyType":"customer","relationshipKind":"contract-manufacturing-agreement","relationshipScope":"external-counterparty","status":"contract-effective","announcedAt":"2025-07-31","effectiveFrom":"2025-07-24","effectiveTo":"2033-12-31","lastConfirmedAt":"2025-07-31","lastCheckedAt":"2026-08-05","sourceTitle":"Single Sale and Supply Contract","sourcePublisher":"Samsung Electronics","retrievedAt":"2026-08-05","supportedClaims":["Samsung Electronics disclosed a semiconductor contract-manufacturing supply agreement with Tesla.","The disclosed contract value is KRW 22,764,764,160,000 for the effective period from July 24, 2025 through December 31, 2033."],"notDisclosedFields":["product","process node","fab","package","wafer volume","production status","realized revenue"],"caveat":"The agreement value is a multi-year contractual amount, not annual revenue, realized sales, backlog, shipment volume, or proof of production. Samsung states that key terms remain confidential and may change or terminate."},{"id":"intel-foundry-fortinet-sp6-2026","foundryId":"intel-foundry","foundry":"Intel Foundry","counterparty":"Fortinet","counterpartyType":"strategic collaborator","relationshipKind":"strategic-co-development","relationshipScope":"external-counterparty","status":"collaboration-announced","product":"Fortinet Security Processor 6","productClassSlug":"asic","announcedAt":"2026-07-23","lastConfirmedAt":"2026-07-23","lastCheckedAt":"2026-08-05","sourceTitle":"Intel Reports Second-Quarter 2026 Financial Results","sourcePublisher":"Intel Corporation / U.S. SEC","retrievedAt":"2026-08-05","supportedClaims":["Intel disclosed a strategic collaboration with Fortinet to develop Fortinet Security Processor 6.","The disclosure identifies Intel design, packaging, and manufacturing capabilities as part of the collaboration."],"notDisclosedFields":["process node","fab","package","wafer volume","contract value","tape-out date","production status"],"caveat":"A strategic collaboration is not a confirmed manufacturing order, revenue observation, production shipment, or market-share claim. The source does not identify a node, fab, package, volume, value, or lifecycle stage beyond the announced collaboration."},{"id":"intel-foundry-panther-lake-subset-hvm-2026","foundryId":"intel-foundry","foundry":"Intel Foundry","counterparty":"Intel Products","counterpartyType":"internal product group","relationshipKind":"internal-manufacturing","relationshipScope":"internal-product","status":"subset-high-volume-manufacturing","product":"Intel Core Ultra Series 3 · Panther Lake subset","productClassSlug":"cpu","announcedAt":"2026-07-23","lastConfirmedAt":"2026-07-23","lastCheckedAt":"2026-08-05","sourceTitle":"Intel Reports Second-Quarter 2026 Financial Results","sourcePublisher":"Intel Corporation / U.S. SEC","retrievedAt":"2026-08-05","supportedClaims":["Intel Foundry disclosed high-volume manufacturing for a subset of Intel Core Ultra Series 3 processors code-named Panther Lake.","The disclosed manufacturing relationship is internal to Intel rather than an external foundry customer design win."],"notDisclosedFields":["full product coverage","wafer volume","yield","fab","customer revenue","external-customer allocation"],"caveat":"The high-volume-manufacturing statement applies only to a subset of Panther Lake. It must not be generalized to every Core Ultra Series 3 processor or presented as an external foundry customer win."}],"stories":[{"id":"story-smic-q2-2026","companyId":"smic","label":"SMIC Q2 2026 revenue","value":"US$3,005.588M","change":"+20.0% QoQ · +36.1% YoY","context":"Gross margin was 25.3%, shipments were 2,869,495 standard-logic 8-inch-equivalent wafers, and utilization was 93.7%. Q3 revenue-growth and margin ranges remain separate guidance records.","evidence":"reported"},{"id":"story-hua-hong-q2-2026","companyId":"hua-hong","label":"Hua Hong Grace Q2 2026 revenue","value":"US$717.537M","change":"+8.6% QoQ · +26.8% YoY","context":"Gross margin was 16.5%, shipments were 1.538M 8-inch-equivalent wafers, and utilization was 102.8%. Q3 revenue and margin ranges remain separate guidance records.","evidence":"reported"},{"id":"story-tsmc-august-2026","companyId":"tsmc","label":"TSMC August 2026 net revenue","value":"NT$514.806B","change":"+53.3% YoY","context":"January–August net revenue was NT$3,386.870B, up 39.3% YoY; the monthly and year-to-date observations remain separate, unaudited, and unallocated to products or customers.","evidence":"reported"},{"id":"story-umc-july-2026","companyId":"umc","label":"UMC July 2026 net sales","value":"NT$23.844B","change":"+18.98% YoY","context":"January–July net sales were NT$153.615B, up 12.41% YoY; the monthly and year-to-date observations remain separate and are not annualized.","evidence":"reported"},{"id":"story-globalfoundries-q2-2026","companyId":"globalfoundries","label":"GlobalFoundries Q2 2026 revenue","value":"US$1.786B","change":"Q2 actual","context":"IFRS gross margin was 28.3% and wafer shipments were 625K on a 300mm-equivalent basis; no annualization or market share is inferred.","evidence":"reported"},{"id":"story-tower-q2-2026","companyId":"tower","label":"Tower Q2 2026 revenue","value":"US$460.079M","change":"+24% YoY","context":"The Aug. 17 unaudited filing reports gross profit of US$137.772M, operating profit of US$90.290M, and net profit attributable to the company of US$90.769M. Q3 revenue guidance remains a separate US$520M midpoint with a ±5% range.","evidence":"reported"},{"id":"story-tsmc-q2-2026","companyId":"tsmc","label":"TSMC Q2 2026 revenue","value":"US$40.20B","change":"+33.7% YoY","context":"Gross margin was 67.7%, operating margin 60.3%, and 2nm represented 3% of wafer revenue.","evidence":"reported"},{"id":"story-intel-q2-2026-scope","companyId":"intel-foundry","label":"Intel Foundry Q2 scope","value":"US$5.8B","change":"+31% YoY","context":"The operating-segment total includes intersegment transactions and is not ranked with pure-play company revenue.","evidence":"scope alert"},{"id":"story-umc-q2-2026","companyId":"umc","label":"UMC Q2 2026 revenue","value":"NT$68.73B","change":"+12.6% QoQ","context":"Utilization was 85%, 22/28nm represented 37% of revenue, and wafer shipments rose 10.6% QoQ.","evidence":"reported"},{"id":"story-tsmc-growth","companyId":"tsmc","label":"TSMC FY2025 revenue","value":"US$122.42B","change":"+35.9% YoY","context":"Advanced technologies reached 74% of wafer revenue; 3nm alone was 24%.","evidence":"reported"},{"id":"story-smic-volume","companyId":"smic","label":"SMIC FY2025 shipments","value":"9.697M","change":"+20.9% YoY","context":"Standard-logic 8-inch-equivalent wafers; revenue rose 16.2% while ASP fell to US$907 per equivalent wafer.","evidence":"reported"},{"id":"story-intel-scope","companyId":"intel-foundry","label":"Intel Foundry scope gap","value":"US$0.307B","change":"external subset","context":"The US$17.826B segment total consists substantially of intersegment manufacturing revenue.","evidence":"scope alert"},{"id":"story-gf-volume","companyId":"globalfoundries","label":"GlobalFoundries shipments","value":"2.345M","change":"+10% YoY","context":"Reported 300 mm-equivalent wafer shipments for FY2025.","evidence":"reported"}],"availability":[{"id":"samsung-foundry-fy2025-revenue-unavailable","companyId":"samsung-foundry","company":"Samsung Foundry","metric":"Standalone foundry revenue","period":"FY2025","status":"not_disclosed","display":"Not separately disclosed","reason":"Samsung publishes Device Solutions totals and Foundry commentary, but no standalone Foundry revenue value."},{"id":"intel-foundry-market-revenue-not-comparable","companyId":"intel-foundry","company":"Intel Foundry","metric":"Third-party foundry revenue comparable with pure-play peers","period":"FY2025","status":"not_comparable","display":"US$0.307B external subset","reason":"The US$17.826B segment total consists substantially of transfers to Intel product businesses; external foundry and assembly/test revenue was US$307M."},{"id":"samsung-foundry-q2-2026-revenue-unavailable","companyId":"samsung-foundry","company":"Samsung Foundry","metric":"Standalone foundry revenue","period":"Q2 2026","status":"not_disclosed","display":"Not separately disclosed","reason":"Samsung reported Device Solutions and Memory revenue but no standalone Foundry revenue for Q2 2026; the DS-minus-Memory residual is not a Foundry observation."}],"tsmcAdvancedNodeMix":[{"year":"2024","advanced":69,"other":31},{"year":"2025","advanced":74,"other":26}],"datasets":{"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","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","status":"reported","caveat":"The segment total is not third-party foundry sales. Intel separately disclosed US$307M of external foundry and assembly/test revenue."},{"id":"smic-fy2025-revenue","companyId":"smic","company":"SMIC","period":"FY2025","usdBn":9.326799,"priorUsdBn":8.029921,"yoyPercent":16.2,"yoyStatus":"reported","nativeDisplay":"US$9.327B","scope":"pure_play_company","scopeLabel":"Pure-play company total","status":"reported","caveat":"Audited company revenue under the filing's foundry and related-services scope."},{"id":"umc-fy2025-revenue","companyId":"umc","company":"UMC","period":"FY2025","usdBn":7.572623,"yoyPercent":5.3,"yoyStatus":"reported","nativeDisplay":"NT$237.553B / US$7.573B","scope":"pure_play_company","scopeLabel":"Pure-play company total","status":"reported","caveat":"U.S. dollar value is the Form 20-F convenience translation; the official NT dollar series remains primary."},{"id":"globalfoundries-fy2025-revenue","companyId":"globalfoundries","company":"GlobalFoundries","period":"FY2025","usdBn":6.791,"priorUsdBn":6.75,"yoyPercent":1,"yoyStatus":"reported","nativeDisplay":"US$6.791B","scope":"pure_play_company","scopeLabel":"Pure-play company total","status":"reported","caveat":"Approximately 89% of 2025 net revenue came from wafer fabrication and finished-wafer sales."},{"id":"hua-hong-fy2025-revenue","companyId":"hua-hong","company":"Hua Hong Grace","period":"FY2025","usdBn":2.4021,"priorUsdBn":2.2861,"yoyPercent":5.1,"yoyStatus":"derived","nativeDisplay":"US$2.402B","scope":"pure_play_company","scopeLabel":"Pure-play company total","status":"reported","caveat":"YoY change is derived from audited US$2,402.1M and US$2,286.1M annual revenue values."},{"id":"tower-fy2025-revenue","companyId":"tower","company":"Tower","period":"FY2025","usdBn":1.566104,"priorUsdBn":1.436122,"yoyPercent":9,"yoyStatus":"reported","nativeDisplay":"US$1.566B","scope":"pure_play_company","scopeLabel":"Pure-play company total","status":"reported","caveat":"Consolidated specialty-foundry revenue reported under U.S. GAAP."}],"shipments":[{"id":"tsmc-fy2025-wafer-shipments","companyId":"tsmc","company":"TSMC","period":"FY2025","waferShipments12EqM":15,"nativeDisplay":"15.0M 12-inch-equivalent wafers","status":"reported","derivation":"None; reported directly on a 12-inch-equivalent basis.","caveat":"Shipments are not installed capacity, wafer starts, die output, or good-die yield."},{"id":"smic-fy2025-wafer-shipments","companyId":"smic","company":"SMIC","period":"FY2025","waferShipments12EqM":4.309778,"nativeDisplay":"9.697M 8-inch-equivalent wafers","status":"derived","derivation":"9.697M ÷ 2.25 using SMIC's disclosed 12-inch-to-8-inch conversion factor.","caveat":"The converted value enables area-equivalent comparison but does not normalize process complexity or wafer value."},{"id":"umc-fy2025-wafer-shipments","companyId":"umc","company":"UMC","period":"FY2025","waferShipments12EqM":3.87,"nativeDisplay":"3.870M 12-inch-equivalent wafers","status":"derived","derivation":"Sum of company-reported quarterly 12-inch-equivalent shipments; rounded to the annual total shown here.","caveat":"Quarterly company series summed without further process or price normalization."},{"id":"globalfoundries-fy2025-wafer-shipments","companyId":"globalfoundries","company":"GlobalFoundries","period":"FY2025","waferShipments12EqM":2.345,"nativeDisplay":"2.345M 300mm-equivalent wafers","status":"reported","derivation":"None; 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 Grace","period":"FY2025","waferShipments12EqM":2.392889,"nativeDisplay":"5.384M 8-inch-equivalent wafers","status":"derived","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."}],"operatingFacts":[{"id":"tsmc-advanced-node-share-2025","companyId":"tsmc","company":"TSMC","metric":"≤7nm share of wafer revenue","display":"74%","period":"FY2025","status":"reported","note":"Up from 69% in 2024; 3nm alone represented 24% of wafer revenue."},{"id":"tsmc-capacity-2025","companyId":"tsmc","company":"TSMC","metric":"Annual manufacturing capacity","display":">17.0M","period":"FY2025","status":"reported","note":"12-inch-equivalent wafers; 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","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","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","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","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","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","note":"Company-defined average shipment utilization; numeric production capacity is not disclosed."},{"id":"hua-hong-utilization-2025","companyId":"hua-hong","company":"Hua Hong Grace","metric":"Capacity utilization","display":"106.1%","period":"FY2025","status":"reported","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","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","note":"Tesla semiconductor contract-manufacturing agreement (US$16.544B disclosure translation); this 2025–2033 total is not annual or realized revenue, and key terms remain confidential."}],"capital_events":[{"id":"tsmc-board-capital-appropriation-2026-08-11","companyId":"tsmc","company":"TSMC","period":"Aug 11, 2026","grain":"approved_program","publishedAt":"2026-08-11","metric":"Board-approved capital appropriations","dataClass":"reported_investment","value":29442.5,"unit":"USD million","display":"Approx. US$29,442.50M","scope":"Board-approved aggregate investment program","retrievedAt":"2026-08-12T04:31:20Z","status":"approved","note":"Approved mainly for advanced-technology capacity, advanced packaging and mature/specialty capacity, fab construction, and fab facility systems. This is an approved appropriation, not realized cash spend, physical capacity, shipments, revenue, or a product allocation."},{"id":"tsmc-sony-jv-planned-contribution-2026","companyId":"tsmc","company":"TSMC","period":"Aug 11, 2026 agreement","grain":"planned_contribution","publishedAt":"2026-08-11","metric":"Planned cash contribution to Sony image-sensor JV","dataClass":"reported_investment","value":282,"unit":"JPY billion","display":"Approx. JPY282B","scope":"TSMC planned cash contribution · phased and conditional","retrievedAt":"2026-08-12T04:31:20Z","status":"planned","note":"The definitive agreement states that contributions are expected in phases based on market demand and other business conditions, with closing subject to regulatory approvals and customary conditions. Sony separately plans approximately JPY465B of cash and transferred assets; Japanese-government support is contemplated but no amount is disclosed."}],"quarterly":[{"id":"tsmc-august-2026-net-revenue","companyId":"tsmc","company":"TSMC","period":"Aug 2026","grain":"single_month","publishedAt":"2026-09-10","metric":"Monthly consolidated net revenue","dataClass":"reported_sales","value":514806,"yoyPercent":53.3,"unit":"NTD million","display":"NT$514,806M · +53.3% YoY","scope":"Consolidated company net revenue · single month","retrievedAt":"2026-09-10T22:37:58.392629Z","status":"reported","note":"Official unaudited August observation in the issuer's native monthly unit; it is not annualized, converted into market share, or allocated to a process, customer, product, or geography."},{"id":"tsmc-jan-aug-2026-net-revenue","companyId":"tsmc","company":"TSMC","period":"Jan–Aug 2026","grain":"year_to_date","publishedAt":"2026-09-10","metric":"Cumulative consolidated net revenue","dataClass":"reported_sales","value":3386870,"yoyPercent":39.3,"unit":"NTD million","display":"NT$3,386,870M · +39.3% YoY","scope":"Consolidated company net revenue · year to date","retrievedAt":"2026-09-10T22:37:58.392629Z","status":"reported","note":"Issuer-reported January–August cumulative revenue; this year-to-date total is distinct from August, remains unaudited, and is not treated as an annual result."},{"id":"tsmc-july-2026-net-revenue","companyId":"tsmc","company":"TSMC","period":"Jul 2026","grain":"single_month","publishedAt":"2026-08-10","metric":"Monthly consolidated net revenue","dataClass":"reported_sales","value":467580,"yoyPercent":44.7,"unit":"NTD million","display":"NT$467,580M · +44.7% YoY","scope":"Consolidated company net revenue · single month","retrievedAt":"2026-08-11T04:30:16Z","status":"reported","note":"Official unaudited July observation in the issuer's native monthly unit; it is not annualized, converted into market share, or allocated to a process, customer, product, or geography."},{"id":"tsmc-jan-jul-2026-net-revenue","companyId":"tsmc","company":"TSMC","period":"Jan–Jul 2026","grain":"year_to_date","publishedAt":"2026-08-10","metric":"Cumulative consolidated net revenue","dataClass":"reported_sales","value":2872064,"yoyPercent":37,"unit":"NTD million","display":"NT$2,872,064M · +37.0% YoY","scope":"Consolidated company net revenue · year to date","retrievedAt":"2026-08-11T04:30:16Z","status":"reported","note":"Issuer-reported January–July cumulative revenue; this year-to-date total is distinct from July, remains unaudited, and is not treated as an annual result."},{"id":"tsmc-q2-2026-revenue","companyId":"tsmc","company":"TSMC","period":"Q2 2026","grain":"quarter","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","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","grain":"quarter","publishedAt":"2026-07-16","metric":"Gross margin","dataClass":"reported_profit","value":67.7,"unit":"percent","display":"67.7%","scope":"Consolidated company margin","status":"reported","note":"Actual quarter, not Q3 guidance."},{"id":"tsmc-q2-2026-wafer-shipments","companyId":"tsmc","company":"TSMC","period":"Q2 2026","grain":"quarter","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","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","grain":"quarter","publishedAt":"2026-07-16","metric":"Operating margin","dataClass":"reported_profit","value":60.3,"unit":"percent","display":"60.3%","scope":"Consolidated company margin","status":"reported","note":"Actual quarter, not Q3 guidance."},{"id":"tsmc-q2-2026-2nm-mix","companyId":"tsmc","company":"TSMC","period":"Q2 2026","grain":"quarter","publishedAt":"2026-07-16","metric":"2nm share of wafer revenue","dataClass":"process_mix","value":3,"numericStatus":"reported","unit":"percent of wafer revenue","display":"3%","scope":"TSMC process-node revenue mix · denominator: wafer revenue","retrievedAt":"2026-08-30T07:31:41Z","status":"reported","note":"Issuer-disclosed Q2 process-node share within wafer revenue; this company-specific composition is not cross-company foundry market share, capacity mix, shipment mix, or physical wafer volume."},{"id":"tsmc-q2-2026-3nm-mix","companyId":"tsmc","company":"TSMC","period":"Q2 2026","grain":"quarter","publishedAt":"2026-07-16","metric":"3nm share of wafer revenue","dataClass":"process_mix","value":30,"numericStatus":"reported","unit":"percent of wafer revenue","display":"30%","scope":"TSMC process-node revenue mix · denominator: wafer revenue","retrievedAt":"2026-08-30T07:31:41Z","status":"reported","note":"Issuer-disclosed Q2 process-node share within wafer revenue; this company-specific composition is not cross-company foundry market share, capacity mix, shipment mix, or physical wafer volume."},{"id":"tsmc-q2-2026-5nm-mix","companyId":"tsmc","company":"TSMC","period":"Q2 2026","grain":"quarter","publishedAt":"2026-07-16","metric":"5nm share of wafer revenue","dataClass":"process_mix","value":33,"numericStatus":"reported","unit":"percent of wafer revenue","display":"33%","scope":"TSMC process-node revenue mix · denominator: wafer revenue","retrievedAt":"2026-08-30T07:31:41Z","status":"reported","note":"Issuer-disclosed Q2 process-node share within wafer revenue; this company-specific composition is not cross-company foundry market share, capacity mix, shipment mix, or physical wafer volume."},{"id":"tsmc-q2-2026-7nm-mix","companyId":"tsmc","company":"TSMC","period":"Q2 2026","grain":"quarter","publishedAt":"2026-07-16","metric":"7nm share of wafer revenue","dataClass":"process_mix","value":11,"numericStatus":"reported","unit":"percent of wafer revenue","display":"11%","scope":"TSMC process-node revenue mix · denominator: wafer revenue","retrievedAt":"2026-08-30T07:31:41Z","status":"reported","note":"Issuer-disclosed Q2 process-node share within wafer revenue; this company-specific composition is not cross-company foundry market share, capacity mix, shipment mix, or physical wafer volume."},{"id":"tsmc-q2-2026-16-20nm-mix","companyId":"tsmc","company":"TSMC","period":"Q2 2026","grain":"quarter","publishedAt":"2026-07-16","metric":"16/20nm share of wafer revenue","dataClass":"process_mix","value":6,"numericStatus":"reported","unit":"percent of wafer revenue","display":"6%","scope":"TSMC process-node revenue mix · denominator: wafer revenue","retrievedAt":"2026-08-30T07:31:41Z","status":"reported","note":"Issuer-disclosed Q2 process-node share within wafer revenue; this company-specific composition is not cross-company foundry market share, capacity mix, shipment mix, or physical wafer volume."},{"id":"tsmc-q2-2026-28nm-mix","companyId":"tsmc","company":"TSMC","period":"Q2 2026","grain":"quarter","publishedAt":"2026-07-16","metric":"28nm share of wafer revenue","dataClass":"process_mix","value":6,"numericStatus":"reported","unit":"percent of wafer revenue","display":"6%","scope":"TSMC process-node revenue mix · denominator: wafer revenue","retrievedAt":"2026-08-30T07:31:41Z","status":"reported","note":"Issuer-disclosed Q2 process-node share within wafer revenue; this company-specific composition is not cross-company foundry market share, capacity mix, shipment mix, or physical wafer volume."},{"id":"tsmc-q2-2026-40-45nm-mix","companyId":"tsmc","company":"TSMC","period":"Q2 2026","grain":"quarter","publishedAt":"2026-07-16","metric":"40/45nm share of wafer revenue","dataClass":"process_mix","value":2,"numericStatus":"reported","unit":"percent of wafer revenue","display":"2%","scope":"TSMC process-node revenue mix · denominator: wafer revenue","retrievedAt":"2026-08-30T07:31:41Z","status":"reported","note":"Issuer-disclosed Q2 process-node share within wafer revenue; this company-specific composition is not cross-company foundry market share, capacity mix, shipment mix, or physical wafer volume."},{"id":"tsmc-q2-2026-65nm-mix","companyId":"tsmc","company":"TSMC","period":"Q2 2026","grain":"quarter","publishedAt":"2026-07-16","metric":"65nm share of wafer revenue","dataClass":"process_mix","value":4,"numericStatus":"reported","unit":"percent of wafer revenue","display":"4%","scope":"TSMC process-node revenue mix · denominator: wafer revenue","retrievedAt":"2026-08-30T07:31:41Z","status":"reported","note":"Issuer-disclosed Q2 process-node share within wafer revenue; this company-specific composition is not cross-company foundry market share, capacity mix, shipment mix, or physical wafer volume."},{"id":"tsmc-q2-2026-90nm-130nm-mix","companyId":"tsmc","company":"TSMC","period":"Q2 2026","grain":"quarter","publishedAt":"2026-07-16","metric":"90nm–0.13µm share of wafer revenue","dataClass":"process_mix","value":2,"numericStatus":"reported","unit":"percent of wafer revenue","display":"2%","scope":"TSMC process-node revenue mix · denominator: wafer revenue","retrievedAt":"2026-08-30T07:31:41Z","status":"reported","note":"Issuer-disclosed Q2 process-node share within wafer revenue; this company-specific composition is not cross-company foundry market share, capacity mix, shipment mix, or physical wafer volume."},{"id":"tsmc-q2-2026-150nm-above-mix","companyId":"tsmc","company":"TSMC","period":"Q2 2026","grain":"quarter","publishedAt":"2026-07-16","metric":"≥0.15µm share of wafer revenue","dataClass":"process_mix","value":3,"numericStatus":"reported","unit":"percent of wafer revenue","display":"3%","scope":"TSMC process-node revenue mix · denominator: wafer revenue","retrievedAt":"2026-08-30T07:31:41Z","status":"reported","note":"Issuer-disclosed Q2 process-node share within wafer revenue; this company-specific composition is not cross-company foundry market share, capacity mix, shipment mix, or physical wafer volume."},{"id":"intel-foundry-q2-2026-revenue","companyId":"intel-foundry","company":"Intel Foundry","period":"Q2 2026","grain":"quarter","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","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","grain":"quarter","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","status":"reported","note":"The NT dollar value is primary; U.S. dollars are the company's disclosed translation."},{"id":"umc-q2-2026-14nm-below-mix","companyId":"umc","company":"UMC","period":"Q2 2026","grain":"quarter","publishedAt":"2026-07-29","metric":"14nm and below share of wafer revenue","dataClass":"process_mix","value":0,"numericStatus":"reported","unit":"percent of wafer revenue","display":"0%","scope":"UMC process-node revenue mix · denominator: wafer revenue","retrievedAt":"2026-08-30T07:31:41Z","status":"reported","note":"Issuer-disclosed Q2 process-node share within wafer revenue; this company-specific composition is not cross-company foundry market share, capacity mix, shipment mix, or physical wafer volume."},{"id":"umc-q2-2026-node-mix","companyId":"umc","company":"UMC","period":"Q2 2026","grain":"quarter","publishedAt":"2026-07-29","metric":">14nm to 28nm share of wafer revenue","dataClass":"process_mix","value":37,"numericStatus":"reported","unit":"percent of wafer revenue","display":"37%","scope":"UMC process-node revenue mix · denominator: wafer revenue","retrievedAt":"2026-08-30T07:31:41Z","status":"reported","note":"Issuer-disclosed Q2 process-node share within wafer revenue; this company-specific composition is not cross-company foundry market share, capacity mix, shipment mix, or physical wafer volume."},{"id":"umc-q2-2026-28nm-to-40nm-mix","companyId":"umc","company":"UMC","period":"Q2 2026","grain":"quarter","publishedAt":"2026-07-29","metric":">28nm to 40nm share of wafer revenue","dataClass":"process_mix","value":15,"numericStatus":"reported","unit":"percent of wafer revenue","display":"15%","scope":"UMC process-node revenue mix · denominator: wafer revenue","retrievedAt":"2026-08-30T07:31:41Z","status":"reported","note":"Issuer-disclosed Q2 process-node share within wafer revenue; this company-specific composition is not cross-company foundry market share, capacity mix, shipment mix, or physical wafer volume."},{"id":"umc-q2-2026-40nm-to-65nm-mix","companyId":"umc","company":"UMC","period":"Q2 2026","grain":"quarter","publishedAt":"2026-07-29","metric":">40nm to 65nm share of wafer revenue","dataClass":"process_mix","value":18,"numericStatus":"reported","unit":"percent of wafer revenue","display":"18%","scope":"UMC process-node revenue mix · denominator: wafer revenue","retrievedAt":"2026-08-30T07:31:41Z","status":"reported","note":"Issuer-disclosed Q2 process-node share within wafer revenue; this company-specific composition is not cross-company foundry market share, capacity mix, shipment mix, or physical wafer volume."},{"id":"umc-q2-2026-65nm-to-90nm-mix","companyId":"umc","company":"UMC","period":"Q2 2026","grain":"quarter","publishedAt":"2026-07-29","metric":">65nm to 90nm share of wafer revenue","dataClass":"process_mix","value":7,"numericStatus":"reported","unit":"percent of wafer revenue","display":"7%","scope":"UMC process-node revenue mix · denominator: wafer revenue","retrievedAt":"2026-08-30T07:31:41Z","status":"reported","note":"Issuer-disclosed Q2 process-node share within wafer revenue; this company-specific composition is not cross-company foundry market share, capacity mix, shipment mix, or physical wafer volume."},{"id":"umc-q2-2026-90nm-to-130nm-mix","companyId":"umc","company":"UMC","period":"Q2 2026","grain":"quarter","publishedAt":"2026-07-29","metric":">90nm to 0.13µm share of wafer revenue","dataClass":"process_mix","value":8,"numericStatus":"reported","unit":"percent of wafer revenue","display":"8%","scope":"UMC process-node revenue mix · denominator: wafer revenue","retrievedAt":"2026-08-30T07:31:41Z","status":"reported","note":"Issuer-disclosed Q2 process-node share within wafer revenue; this company-specific composition is not cross-company foundry market share, capacity mix, shipment mix, or physical wafer volume."},{"id":"umc-q2-2026-130nm-to-180nm-mix","companyId":"umc","company":"UMC","period":"Q2 2026","grain":"quarter","publishedAt":"2026-07-29","metric":">0.13µm to 0.18µm share of wafer revenue","dataClass":"process_mix","value":10,"numericStatus":"reported","unit":"percent of wafer revenue","display":"10%","scope":"UMC process-node revenue mix · denominator: wafer revenue","retrievedAt":"2026-08-30T07:31:41Z","status":"reported","note":"Issuer-disclosed Q2 process-node share within wafer revenue; this company-specific composition is not cross-company foundry market share, capacity mix, shipment mix, or physical wafer volume."},{"id":"umc-q2-2026-180nm-to-350nm-mix","companyId":"umc","company":"UMC","period":"Q2 2026","grain":"quarter","publishedAt":"2026-07-29","metric":">0.18µm to 0.35µm share of wafer revenue","dataClass":"process_mix","value":4,"numericStatus":"reported","unit":"percent of wafer revenue","display":"4%","scope":"UMC process-node revenue mix · denominator: wafer revenue","retrievedAt":"2026-08-30T07:31:41Z","status":"reported","note":"Issuer-disclosed Q2 process-node share within wafer revenue; this company-specific composition is not cross-company foundry market share, capacity mix, shipment mix, or physical wafer volume."},{"id":"umc-q2-2026-500nm-above-mix","companyId":"umc","company":"UMC","period":"Q2 2026","grain":"quarter","publishedAt":"2026-07-29","metric":"0.5µm and above share of wafer revenue","dataClass":"process_mix","value":1,"numericStatus":"reported","unit":"percent of wafer revenue","display":"1%","scope":"UMC process-node revenue mix · denominator: wafer revenue","retrievedAt":"2026-08-30T07:31:41Z","status":"reported","note":"Issuer-disclosed Q2 process-node share within wafer revenue; this company-specific composition is not cross-company foundry market share, capacity mix, shipment mix, or physical wafer volume."},{"id":"umc-q2-2026-utilization","companyId":"umc","company":"UMC","period":"Q2 2026","grain":"quarter","publishedAt":"2026-07-29","metric":"Capacity utilization","dataClass":"utilization_rate","value":85,"unit":"percent","display":"85%","scope":"Company-defined quarterly capacity utilization","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","grain":"quarter","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","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","grain":"annual_guidance","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","status":"guidance","note":"Budget guidance, not Q2 cash capex or realized capacity."},{"id":"umc-july-2026-net-sales","companyId":"umc","company":"UMC","period":"Jul 2026","grain":"single_month","publishedAt":"2026-08-06","metric":"Monthly net sales","dataClass":"reported_sales","value":23844045,"yoyPercent":18.98,"unit":"NTD thousand","display":"NT$23,844,045 thousand · +18.98% YoY","scope":"Consolidated company net sales · single month","status":"reported","note":"Official July observation in the issuer's native monthly unit; it is not annualized or converted into market share."},{"id":"umc-jan-jul-2026-net-sales","companyId":"umc","company":"UMC","period":"Jan–Jul 2026","grain":"year_to_date","publishedAt":"2026-08-06","metric":"Cumulative net sales","dataClass":"reported_sales","value":153614609,"yoyPercent":12.41,"unit":"NTD thousand","display":"NT$153,614,609 thousand · +12.41% YoY","scope":"Consolidated company net sales · year to date","status":"reported","note":"Issuer-reported January–July cumulative sales; this year-to-date total is distinct from July and is not treated as an annual result."},{"id":"smic-q2-2026-revenue","companyId":"smic","company":"SMIC","period":"Q2 2026","grain":"quarter","publishedAt":"2026-08-13","metric":"Revenue","dataClass":"reported_sales","value":3005.588,"numericStatus":"reported","yoyPercent":36.1,"unit":"USD million","display":"US$3,005.588M · +20.0% QoQ · +36.1% YoY","scope":"Consolidated IFRS company revenue · actual quarter","retrievedAt":"2026-08-13T22:36:30Z","status":"reported","note":"Actual quarter in the filing's USD-million presentation; it is not annualized, allocated to products, or converted into foundry market share."},{"id":"smic-q2-2026-gross-profit","companyId":"smic","company":"SMIC","period":"Q2 2026","grain":"quarter","publishedAt":"2026-08-13","metric":"Gross profit","dataClass":"reported_profit","value":760.64,"numericStatus":"reported","unit":"USD million","display":"US$760.640M","scope":"Consolidated IFRS gross profit · actual quarter","retrievedAt":"2026-08-13T22:36:30Z","status":"reported","note":"Actual Q2 gross profit; this profit measure remains separate from revenue, guidance, shipments, capacity, and capex."},{"id":"smic-q2-2026-gross-margin","companyId":"smic","company":"SMIC","period":"Q2 2026","grain":"quarter","publishedAt":"2026-08-13","metric":"Gross margin","dataClass":"reported_profit","value":25.3,"numericStatus":"reported","unit":"percent","display":"25.3%","scope":"Consolidated IFRS gross margin · actual quarter","retrievedAt":"2026-08-13T22:36:30Z","status":"reported","note":"Actual Q2 margin; Q3 gross-margin guidance is stored as a separate forward-looking record."},{"id":"smic-q2-2026-profit-attributable","companyId":"smic","company":"SMIC","period":"Q2 2026","grain":"quarter","publishedAt":"2026-08-13","metric":"Profit attributable to owners","dataClass":"reported_profit","value":479.197,"numericStatus":"reported","unit":"USD million","display":"US$479.197M","scope":"Consolidated IFRS profit attributable to owners of the company · actual quarter","retrievedAt":"2026-08-13T22:36:30Z","status":"reported","note":"Actual Q2 profit attributable to owners; it remains distinct from gross profit, operating profit, revenue, and forward guidance."},{"id":"smic-q2-2026-wafer-shipments","companyId":"smic","company":"SMIC","period":"Q2 2026","grain":"quarter","publishedAt":"2026-08-13","metric":"Wafer shipments","dataClass":"reported_shipments","value":2869495,"numericStatus":"reported","unit":"standard-logic 8-inch-equivalent wafers","display":"2,869,495 · standard-logic 8-inch equivalent","scope":"Company-reported quarterly shipment basis","retrievedAt":"2026-08-13T22:36:30Z","status":"reported","note":"+14.4% QoQ and +20.1% YoY. The native standard-logic 8-inch-equivalent basis is not converted into die output, wafer starts, or market share."},{"id":"smic-q2-2026-utilization","companyId":"smic","company":"SMIC","period":"Q2 2026","grain":"quarter","publishedAt":"2026-08-13","metric":"Utilization rate","dataClass":"utilization_rate","value":93.7,"numericStatus":"reported","unit":"percent","display":"93.7%","scope":"Total wafers out divided by estimated total quarterly capacity","retrievedAt":"2026-08-13T22:36:30Z","status":"reported","note":"Company-defined actual-quarter utilization; it is not physical output, installed capacity, or a supply forecast."},{"id":"smic-q2-2026-monthly-capacity","companyId":"smic","company":"SMIC","period":"Q2 2026 period end","grain":"period_end","publishedAt":"2026-08-13","metric":"Period-end monthly capacity","dataClass":"reported_capacity","value":1096500,"numericStatus":"reported","unit":"standard-logic 8-inch-equivalent wafers per month","display":"1,096,500 per month · standard-logic 8-inch equivalent","scope":"Monthly capacity at the end of Q2 2026","retrievedAt":"2026-08-13T22:36:30Z","status":"reported","note":"Period-end monthly capacity is not quarterly capacity, shipments, wafer starts, utilization, or annualized output."},{"id":"smic-q2-2026-capex","companyId":"smic","company":"SMIC","period":"Q2 2026","grain":"quarter","publishedAt":"2026-08-13","metric":"Capital expenditure","dataClass":"reported_investment","value":1835.7,"numericStatus":"reported","unit":"USD million","display":"US$1,835.7M","scope":"Company-reported actual quarterly capital expenditure","retrievedAt":"2026-08-13T22:36:30Z","status":"reported","note":"Actual Q2 capital expenditure; it is not a future budget, installed capacity, shipments, customer allocation, or revenue."},{"id":"smic-q2-2026-geography-china","companyId":"smic","company":"SMIC","period":"Q2 2026","grain":"quarter","publishedAt":"2026-08-13","metric":"China share of total revenue","dataClass":"revenue_mix","value":90.2,"numericStatus":"reported","unit":"percent of total revenue","display":"90.2%","scope":"SMIC geography mix · denominator: total revenue","retrievedAt":"2026-08-13T22:36:30Z","status":"reported","note":"Issuer-disclosed Q2 composition within total revenue; this is not cross-company market share, physical shipment mix, capacity mix, or a product-sales estimate."},{"id":"smic-q2-2026-geography-america","companyId":"smic","company":"SMIC","period":"Q2 2026","grain":"quarter","publishedAt":"2026-08-13","metric":"America share of total revenue","dataClass":"revenue_mix","value":8.2,"numericStatus":"reported","unit":"percent of total revenue","display":"8.2%","scope":"SMIC geography mix · denominator: total revenue","retrievedAt":"2026-08-13T22:36:30Z","status":"reported","note":"Issuer-disclosed Q2 composition within total revenue; this is not cross-company market share, physical shipment mix, capacity mix, or a product-sales estimate."},{"id":"smic-q2-2026-geography-eurasia","companyId":"smic","company":"SMIC","period":"Q2 2026","grain":"quarter","publishedAt":"2026-08-13","metric":"Eurasia share of total revenue","dataClass":"revenue_mix","value":1.6,"numericStatus":"reported","unit":"percent of total revenue","display":"1.6%","scope":"SMIC geography mix · denominator: total revenue","retrievedAt":"2026-08-13T22:36:30Z","status":"reported","note":"Issuer-disclosed Q2 composition within total revenue; this is not cross-company market share, physical shipment mix, capacity mix, or a product-sales estimate."},{"id":"smic-q2-2026-service-type-wafers","companyId":"smic","company":"SMIC","period":"Q2 2026","grain":"quarter","publishedAt":"2026-08-13","metric":"Wafers share of total revenue","dataClass":"revenue_mix","value":94.6,"numericStatus":"reported","unit":"percent of total revenue","display":"94.6%","scope":"SMIC service type mix · denominator: total revenue","retrievedAt":"2026-08-13T22:36:30Z","status":"reported","note":"Issuer-disclosed Q2 composition within total revenue; this is not cross-company market share, physical shipment mix, capacity mix, or a product-sales estimate."},{"id":"smic-q2-2026-service-type-others","companyId":"smic","company":"SMIC","period":"Q2 2026","grain":"quarter","publishedAt":"2026-08-13","metric":"Other services share of total revenue","dataClass":"revenue_mix","value":5.4,"numericStatus":"reported","unit":"percent of total revenue","display":"5.4%","scope":"SMIC service type mix · denominator: total revenue","retrievedAt":"2026-08-13T22:36:30Z","status":"reported","note":"Issuer-disclosed Q2 composition within total revenue; this is not cross-company market share, physical shipment mix, capacity mix, or a product-sales estimate."},{"id":"smic-q2-2026-application-smartphone","companyId":"smic","company":"SMIC","period":"Q2 2026","grain":"quarter","publishedAt":"2026-08-13","metric":"Smartphone share of wafer revenue","dataClass":"revenue_mix","value":16.9,"numericStatus":"reported","unit":"percent of wafer revenue","display":"16.9%","scope":"SMIC application mix · denominator: wafer revenue","retrievedAt":"2026-08-13T22:36:30Z","status":"reported","note":"Issuer-disclosed Q2 composition within wafer revenue; this is not cross-company market share, physical shipment mix, capacity mix, or a product-sales estimate."},{"id":"smic-q2-2026-application-computer-tablet","companyId":"smic","company":"SMIC","period":"Q2 2026","grain":"quarter","publishedAt":"2026-08-13","metric":"Computer and tablet share of wafer revenue","dataClass":"revenue_mix","value":15.6,"numericStatus":"reported","unit":"percent of wafer revenue","display":"15.6%","scope":"SMIC application mix · denominator: wafer revenue","retrievedAt":"2026-08-13T22:36:30Z","status":"reported","note":"Issuer-disclosed Q2 composition within wafer revenue; this is not cross-company market share, physical shipment mix, capacity mix, or a product-sales estimate."},{"id":"smic-q2-2026-application-consumer-electronics","companyId":"smic","company":"SMIC","period":"Q2 2026","grain":"quarter","publishedAt":"2026-08-13","metric":"Consumer electronics share of wafer revenue","dataClass":"revenue_mix","value":44.2,"numericStatus":"reported","unit":"percent of wafer revenue","display":"44.2%","scope":"SMIC application mix · denominator: wafer revenue","retrievedAt":"2026-08-13T22:36:30Z","status":"reported","note":"Issuer-disclosed Q2 composition within wafer revenue; this is not cross-company market share, physical shipment mix, capacity mix, or a product-sales estimate."},{"id":"smic-q2-2026-application-connectivity-iot","companyId":"smic","company":"SMIC","period":"Q2 2026","grain":"quarter","publishedAt":"2026-08-13","metric":"Connectivity and IoT share of wafer revenue","dataClass":"revenue_mix","value":6.8,"numericStatus":"reported","unit":"percent of wafer revenue","display":"6.8%","scope":"SMIC application mix · denominator: wafer revenue","retrievedAt":"2026-08-13T22:36:30Z","status":"reported","note":"Issuer-disclosed Q2 composition within wafer revenue; this is not cross-company market share, physical shipment mix, capacity mix, or a product-sales estimate."},{"id":"smic-q2-2026-application-industrial-automotive","companyId":"smic","company":"SMIC","period":"Q2 2026","grain":"quarter","publishedAt":"2026-08-13","metric":"Industrial and automotive share of wafer revenue","dataClass":"revenue_mix","value":16.5,"numericStatus":"reported","unit":"percent of wafer revenue","display":"16.5%","scope":"SMIC application mix · denominator: wafer revenue","retrievedAt":"2026-08-13T22:36:30Z","status":"reported","note":"Issuer-disclosed Q2 composition within wafer revenue; this is not cross-company market share, physical shipment mix, capacity mix, or a product-sales estimate."},{"id":"smic-q2-2026-wafer-size-8-inch","companyId":"smic","company":"SMIC","period":"Q2 2026","grain":"quarter","publishedAt":"2026-08-13","metric":"8-inch wafers share of wafer revenue","dataClass":"revenue_mix","value":21.8,"numericStatus":"reported","unit":"percent of wafer revenue","display":"21.8%","scope":"SMIC wafer size mix · denominator: wafer revenue","retrievedAt":"2026-08-13T22:36:30Z","status":"reported","note":"Issuer-disclosed Q2 composition within wafer revenue; this is not cross-company market share, physical shipment mix, capacity mix, or a product-sales estimate."},{"id":"smic-q2-2026-wafer-size-12-inch","companyId":"smic","company":"SMIC","period":"Q2 2026","grain":"quarter","publishedAt":"2026-08-13","metric":"12-inch wafers share of wafer revenue","dataClass":"revenue_mix","value":78.2,"numericStatus":"reported","unit":"percent of wafer revenue","display":"78.2%","scope":"SMIC wafer size mix · denominator: wafer revenue","retrievedAt":"2026-08-13T22:36:30Z","status":"reported","note":"Issuer-disclosed Q2 composition within wafer revenue; this is not cross-company market share, physical shipment mix, capacity mix, or a product-sales estimate."},{"id":"smic-q3-2026-revenue-guidance","companyId":"smic","company":"SMIC","period":"Q3 2026 guidance","grain":"quarter_guidance","publishedAt":"2026-08-13","metric":"Revenue growth guidance","dataClass":"reported_sales","value":3,"numericStatus":"derived_midpoint","lowerValue":2,"upperValue":4,"unit":"percent quarter over quarter midpoint","display":"+2% to +4% QoQ","scope":"Company IFRS revenue guidance range","retrievedAt":"2026-08-13T22:36:30Z","status":"guidance","note":"The numeric value is the derived midpoint of the disclosed range for machine use; the 2% lower bound and 4% upper bound remain visible. This is forward guidance, not reported Q3 revenue."},{"id":"smic-q3-2026-gross-margin-guidance","companyId":"smic","company":"SMIC","period":"Q3 2026 guidance","grain":"quarter_guidance","publishedAt":"2026-08-13","metric":"Gross margin guidance midpoint","dataClass":"reported_profit","value":27,"numericStatus":"derived_midpoint","lowerValue":26,"upperValue":28,"unit":"percent midpoint","display":"26% to 28%","scope":"Company IFRS gross-margin guidance range","retrievedAt":"2026-08-13T22:36:30Z","status":"guidance","note":"The numeric value is the derived midpoint of the disclosed range for machine use; the 26% lower bound and 28% upper bound remain visible. This is forward guidance, not an actual margin."},{"id":"hua-hong-q2-2026-revenue","companyId":"hua-hong","company":"Hua Hong Grace","period":"Q2 2026","grain":"quarter","publishedAt":"2026-08-13","metric":"Revenue","dataClass":"reported_sales","value":717.537,"numericStatus":"reported","yoyPercent":26.8,"unit":"USD million","display":"US$717.537M · +8.6% QoQ · +26.8% YoY","scope":"Consolidated specialty-foundry company revenue · actual quarter","retrievedAt":"2026-08-13T22:36:30Z","status":"reported","note":"Actual unaudited quarter in the filing's USD-million presentation; it is not annualized or converted into foundry market share."},{"id":"hua-hong-q2-2026-gross-profit","companyId":"hua-hong","company":"Hua Hong Grace","period":"Q2 2026","grain":"quarter","publishedAt":"2026-08-13","metric":"Gross profit","dataClass":"reported_profit","value":118.404,"numericStatus":"reported","unit":"USD million","display":"US$118.404M","scope":"Consolidated gross profit · actual quarter","retrievedAt":"2026-08-13T22:36:30Z","status":"reported","note":"Actual Q2 gross profit; this profit measure remains separate from revenue, guidance, shipments, capacity, and utilization."},{"id":"hua-hong-q2-2026-gross-margin","companyId":"hua-hong","company":"Hua Hong Grace","period":"Q2 2026","grain":"quarter","publishedAt":"2026-08-13","metric":"Gross margin","dataClass":"reported_profit","value":16.5,"numericStatus":"reported","unit":"percent","display":"16.5%","scope":"Consolidated gross margin · actual quarter","retrievedAt":"2026-08-13T22:36:30Z","status":"reported","note":"Actual Q2 margin; Q3 gross-margin guidance is stored as a separate forward-looking record."},{"id":"hua-hong-q2-2026-profit-attributable","companyId":"hua-hong","company":"Hua Hong Grace","period":"Q2 2026","grain":"quarter","publishedAt":"2026-08-13","metric":"Net profit attributable to owners of the parent","dataClass":"reported_profit","value":38.639,"numericStatus":"reported","unit":"USD million","display":"US$38.639M","scope":"Consolidated net profit attributable to owners of the parent · actual quarter","retrievedAt":"2026-08-13T22:36:30Z","status":"reported","note":"Actual Q2 net profit attributable to owners of the parent; it remains distinct from gross profit, revenue, and forward guidance."},{"id":"hua-hong-q2-2026-wafer-shipments","companyId":"hua-hong","company":"Hua Hong Grace","period":"Q2 2026","grain":"quarter","publishedAt":"2026-08-13","metric":"Wafer shipments","dataClass":"reported_shipments","value":1538,"numericStatus":"reported","unit":"thousand 8-inch-equivalent wafers","display":"1,538K · 8-inch equivalent","scope":"Company-reported quarterly shipment basis","retrievedAt":"2026-08-13T22:36:30Z","status":"reported","note":"+5.8% QoQ and +17.9% YoY. The native 8-inch-equivalent basis is not converted into die output, wafer starts, or market share."},{"id":"hua-hong-q2-2026-utilization","companyId":"hua-hong","company":"Hua Hong Grace","period":"Q2 2026","grain":"quarter","publishedAt":"2026-08-13","metric":"Capacity utilization","dataClass":"utilization_rate","value":102.8,"numericStatus":"reported","unit":"percent","display":"102.8%","scope":"Average monthly equivalent wafer output divided by estimated monthly capacity","retrievedAt":"2026-08-13T22:36:30Z","status":"reported","note":"The company-defined actual-quarter rate can exceed 100%; it is not physical output, installed capacity, or a supply forecast."},{"id":"hua-hong-q2-2026-monthly-capacity","companyId":"hua-hong","company":"Hua Hong Grace","period":"Q2 2026 period end","grain":"period_end","publishedAt":"2026-08-13","metric":"Period-end monthly capacity","dataClass":"reported_capacity","value":508,"numericStatus":"reported","unit":"thousand 8-inch-equivalent wafers per month","display":"508K per month · 8-inch equivalent","scope":"Monthly capacity at the end of Q2 2026","retrievedAt":"2026-08-13T22:36:30Z","status":"reported","note":"Period-end monthly capacity is not quarterly capacity, shipments, wafer starts, utilization, or annualized output."},{"id":"hua-hong-q2-2026-service-type-wafers","companyId":"hua-hong","company":"Hua Hong Grace","period":"Q2 2026","grain":"quarter","publishedAt":"2026-08-13","metric":"Wafers share of total revenue","dataClass":"revenue_mix","value":96.5,"numericStatus":"reported","unit":"percent of total revenue","display":"96.5%","scope":"Hua Hong Grace service type mix · denominator: total revenue","retrievedAt":"2026-08-13T22:36:30Z","status":"reported","note":"Issuer-disclosed Q2 composition within total revenue; this is not cross-company market share, physical shipment mix, capacity mix, or a product-sales estimate."},{"id":"hua-hong-q2-2026-service-type-others","companyId":"hua-hong","company":"Hua Hong Grace","period":"Q2 2026","grain":"quarter","publishedAt":"2026-08-13","metric":"Other services share of total revenue","dataClass":"revenue_mix","value":3.5,"numericStatus":"reported","unit":"percent of total revenue","display":"3.5%","scope":"Hua Hong Grace service type mix · denominator: total revenue","retrievedAt":"2026-08-13T22:36:30Z","status":"reported","note":"Issuer-disclosed Q2 composition within total revenue; this is not cross-company market share, physical shipment mix, capacity mix, or a product-sales estimate."},{"id":"hua-hong-q2-2026-wafer-size-8-inch","companyId":"hua-hong","company":"Hua Hong Grace","period":"Q2 2026","grain":"quarter","publishedAt":"2026-08-13","metric":"8-inch wafers share of total revenue","dataClass":"revenue_mix","value":37.9,"numericStatus":"reported","unit":"percent of total revenue","display":"37.9%","scope":"Hua Hong Grace wafer size mix · denominator: total revenue","retrievedAt":"2026-08-13T22:36:30Z","status":"reported","note":"Issuer-disclosed Q2 composition within total revenue; this is not cross-company market share, physical shipment mix, capacity mix, or a product-sales estimate."},{"id":"hua-hong-q2-2026-wafer-size-12-inch","companyId":"hua-hong","company":"Hua Hong Grace","period":"Q2 2026","grain":"quarter","publishedAt":"2026-08-13","metric":"12-inch wafers share of total revenue","dataClass":"revenue_mix","value":62.1,"numericStatus":"reported","unit":"percent of total revenue","display":"62.1%","scope":"Hua Hong Grace wafer size mix · denominator: total revenue","retrievedAt":"2026-08-13T22:36:30Z","status":"reported","note":"Issuer-disclosed Q2 composition within total revenue; this is not cross-company market share, physical shipment mix, capacity mix, or a product-sales estimate."},{"id":"hua-hong-q2-2026-geography-china","companyId":"hua-hong","company":"Hua Hong Grace","period":"Q2 2026","grain":"quarter","publishedAt":"2026-08-13","metric":"China share of total revenue","dataClass":"revenue_mix","value":78.6,"numericStatus":"reported","unit":"percent of total revenue","display":"78.6%","scope":"Hua Hong Grace geography mix · denominator: total revenue","retrievedAt":"2026-08-13T22:36:30Z","status":"reported","note":"Issuer-disclosed Q2 composition within total revenue; this is not cross-company market share, physical shipment mix, capacity mix, or a product-sales estimate."},{"id":"hua-hong-q2-2026-geography-north-america","companyId":"hua-hong","company":"Hua Hong Grace","period":"Q2 2026","grain":"quarter","publishedAt":"2026-08-13","metric":"North America share of total revenue","dataClass":"revenue_mix","value":13.1,"numericStatus":"reported","unit":"percent of total revenue","display":"13.1%","scope":"Hua Hong Grace geography mix · denominator: total revenue","retrievedAt":"2026-08-13T22:36:30Z","status":"reported","note":"Issuer-disclosed Q2 composition within total revenue; this is not cross-company market share, physical shipment mix, capacity mix, or a product-sales estimate."},{"id":"hua-hong-q2-2026-geography-other-asia","companyId":"hua-hong","company":"Hua Hong Grace","period":"Q2 2026","grain":"quarter","publishedAt":"2026-08-13","metric":"Other Asia share of total revenue","dataClass":"revenue_mix","value":4.4,"numericStatus":"reported","unit":"percent of total revenue","display":"4.4%","scope":"Hua Hong Grace geography mix · denominator: total revenue","retrievedAt":"2026-08-13T22:36:30Z","status":"reported","note":"Issuer-disclosed Q2 composition within total revenue; this is not cross-company market share, physical shipment mix, capacity mix, or a product-sales estimate."},{"id":"hua-hong-q2-2026-geography-europe","companyId":"hua-hong","company":"Hua Hong Grace","period":"Q2 2026","grain":"quarter","publishedAt":"2026-08-13","metric":"Europe share of total revenue","dataClass":"revenue_mix","value":3.9,"numericStatus":"reported","unit":"percent of total revenue","display":"3.9%","scope":"Hua Hong Grace geography mix · denominator: total revenue","retrievedAt":"2026-08-13T22:36:30Z","status":"reported","note":"Issuer-disclosed Q2 composition within total revenue; this is not cross-company market share, physical shipment mix, capacity mix, or a product-sales estimate."},{"id":"hua-hong-q2-2026-technology-platform-embedded-nvm","companyId":"hua-hong","company":"Hua Hong Grace","period":"Q2 2026","grain":"quarter","publishedAt":"2026-08-13","metric":"Embedded NVM share of total revenue","dataClass":"revenue_mix","value":27.9,"numericStatus":"reported","unit":"percent of total revenue","display":"27.9%","scope":"Hua Hong Grace technology platform mix · denominator: total revenue","retrievedAt":"2026-08-13T22:36:30Z","status":"reported","note":"Issuer-disclosed Q2 composition within total revenue; this is not cross-company market share, physical shipment mix, capacity mix, or a product-sales estimate."},{"id":"hua-hong-q2-2026-technology-platform-standalone-nvm","companyId":"hua-hong","company":"Hua Hong Grace","period":"Q2 2026","grain":"quarter","publishedAt":"2026-08-13","metric":"Standalone NVM share of total revenue","dataClass":"revenue_mix","value":9.6,"numericStatus":"reported","unit":"percent of total revenue","display":"9.6%","scope":"Hua Hong Grace technology platform mix · denominator: total revenue","retrievedAt":"2026-08-13T22:36:30Z","status":"reported","note":"Issuer-disclosed Q2 composition within total revenue; this is not cross-company market share, physical shipment mix, capacity mix, or a product-sales estimate."},{"id":"hua-hong-q2-2026-technology-platform-power-discrete","companyId":"hua-hong","company":"Hua Hong Grace","period":"Q2 2026","grain":"quarter","publishedAt":"2026-08-13","metric":"Power discrete share of total revenue","dataClass":"revenue_mix","value":25.4,"numericStatus":"reported","unit":"percent of total revenue","display":"25.4%","scope":"Hua Hong Grace technology platform mix · denominator: total revenue","retrievedAt":"2026-08-13T22:36:30Z","status":"reported","note":"Issuer-disclosed Q2 composition within total revenue; this is not cross-company market share, physical shipment mix, capacity mix, or a product-sales estimate."},{"id":"hua-hong-q2-2026-technology-platform-logic-rf","companyId":"hua-hong","company":"Hua Hong Grace","period":"Q2 2026","grain":"quarter","publishedAt":"2026-08-13","metric":"Logic and RF share of total revenue","dataClass":"revenue_mix","value":11.6,"numericStatus":"reported","unit":"percent of total revenue","display":"11.6%","scope":"Hua Hong Grace technology platform mix · denominator: total revenue","retrievedAt":"2026-08-13T22:36:30Z","status":"reported","note":"Issuer-disclosed Q2 composition within total revenue; this is not cross-company market share, physical shipment mix, capacity mix, or a product-sales estimate."},{"id":"hua-hong-q2-2026-technology-platform-analog-pm","companyId":"hua-hong","company":"Hua Hong Grace","period":"Q2 2026","grain":"quarter","publishedAt":"2026-08-13","metric":"Analog and power management share of total revenue","dataClass":"revenue_mix","value":25.5,"numericStatus":"reported","unit":"percent of total revenue","display":"25.5%","scope":"Hua Hong Grace technology platform mix · denominator: total revenue","retrievedAt":"2026-08-13T22:36:30Z","status":"reported","note":"Issuer-disclosed Q2 composition within total revenue; this is not cross-company market share, physical shipment mix, capacity mix, or a product-sales estimate."},{"id":"hua-hong-q2-2026-process-technology-node-65nm-below","companyId":"hua-hong","company":"Hua Hong Grace","period":"Q2 2026","grain":"quarter","publishedAt":"2026-08-13","metric":"65nm and below share of total revenue","dataClass":"process_mix","value":28.6,"numericStatus":"reported","unit":"percent of total revenue","display":"28.6%","scope":"Hua Hong Grace process technology node mix · denominator: total revenue","retrievedAt":"2026-08-13T22:36:30Z","status":"reported","note":"Issuer-disclosed Q2 composition within total revenue; this is not cross-company market share, physical shipment mix, capacity mix, or a product-sales estimate."},{"id":"hua-hong-q2-2026-process-technology-node-90nm-95nm","companyId":"hua-hong","company":"Hua Hong Grace","period":"Q2 2026","grain":"quarter","publishedAt":"2026-08-13","metric":"90nm and 95nm share of total revenue","dataClass":"process_mix","value":24.3,"numericStatus":"reported","unit":"percent of total revenue","display":"24.3%","scope":"Hua Hong Grace process technology node mix · denominator: total revenue","retrievedAt":"2026-08-13T22:36:30Z","status":"reported","note":"Issuer-disclosed Q2 composition within total revenue; this is not cross-company market share, physical shipment mix, capacity mix, or a product-sales estimate."},{"id":"hua-hong-q2-2026-process-technology-node-110nm-130nm","companyId":"hua-hong","company":"Hua Hong Grace","period":"Q2 2026","grain":"quarter","publishedAt":"2026-08-13","metric":"0.11µm and 0.13µm share of total revenue","dataClass":"process_mix","value":10.9,"numericStatus":"reported","unit":"percent of total revenue","display":"10.9%","scope":"Hua Hong Grace process technology node mix · denominator: total revenue","retrievedAt":"2026-08-13T22:36:30Z","status":"reported","note":"Issuer-disclosed Q2 composition within total revenue; this is not cross-company market share, physical shipment mix, capacity mix, or a product-sales estimate."},{"id":"hua-hong-q2-2026-process-technology-node-150nm-180nm","companyId":"hua-hong","company":"Hua Hong Grace","period":"Q2 2026","grain":"quarter","publishedAt":"2026-08-13","metric":"0.15µm and 0.18µm share of total revenue","dataClass":"process_mix","value":5.3,"numericStatus":"reported","unit":"percent of total revenue","display":"5.3%","scope":"Hua Hong Grace process technology node mix · denominator: total revenue","retrievedAt":"2026-08-13T22:36:30Z","status":"reported","note":"Issuer-disclosed Q2 composition within total revenue; this is not cross-company market share, physical shipment mix, capacity mix, or a product-sales estimate."},{"id":"hua-hong-q2-2026-process-technology-node-250nm","companyId":"hua-hong","company":"Hua Hong Grace","period":"Q2 2026","grain":"quarter","publishedAt":"2026-08-13","metric":"0.25µm share of total revenue","dataClass":"process_mix","value":0.3,"numericStatus":"reported","unit":"percent of total revenue","display":"0.3%","scope":"Hua Hong Grace process technology node mix · denominator: total revenue","retrievedAt":"2026-08-13T22:36:30Z","status":"reported","note":"Issuer-disclosed Q2 composition within total revenue; this is not cross-company market share, physical shipment mix, capacity mix, or a product-sales estimate."},{"id":"hua-hong-q2-2026-process-technology-node-350nm-above","companyId":"hua-hong","company":"Hua Hong Grace","period":"Q2 2026","grain":"quarter","publishedAt":"2026-08-13","metric":"0.35µm and above share of total revenue","dataClass":"process_mix","value":30.6,"numericStatus":"reported","unit":"percent of total revenue","display":"30.6%","scope":"Hua Hong Grace process technology node mix · denominator: total revenue","retrievedAt":"2026-08-13T22:36:30Z","status":"reported","note":"Issuer-disclosed Q2 composition within total revenue; this is not cross-company market share, physical shipment mix, capacity mix, or a product-sales estimate."},{"id":"hua-hong-q2-2026-end-market-consumer-electronics","companyId":"hua-hong","company":"Hua Hong Grace","period":"Q2 2026","grain":"quarter","publishedAt":"2026-08-13","metric":"Consumer electronics share of total revenue","dataClass":"revenue_mix","value":67.1,"numericStatus":"reported","unit":"percent of total revenue","display":"67.1%","scope":"Hua Hong Grace end market mix · denominator: total revenue","retrievedAt":"2026-08-13T22:36:30Z","status":"reported","note":"Issuer-disclosed Q2 composition within total revenue; this is not cross-company market share, physical shipment mix, capacity mix, or a product-sales estimate."},{"id":"hua-hong-q2-2026-end-market-industrial-automotive","companyId":"hua-hong","company":"Hua Hong Grace","period":"Q2 2026","grain":"quarter","publishedAt":"2026-08-13","metric":"Industrial and automotive share of total revenue","dataClass":"revenue_mix","value":22.6,"numericStatus":"reported","unit":"percent of total revenue","display":"22.6%","scope":"Hua Hong Grace end market mix · denominator: total revenue","retrievedAt":"2026-08-13T22:36:30Z","status":"reported","note":"Issuer-disclosed Q2 composition within total revenue; this is not cross-company market share, physical shipment mix, capacity mix, or a product-sales estimate."},{"id":"hua-hong-q2-2026-end-market-communications","companyId":"hua-hong","company":"Hua Hong Grace","period":"Q2 2026","grain":"quarter","publishedAt":"2026-08-13","metric":"Communications share of total revenue","dataClass":"revenue_mix","value":8.7,"numericStatus":"reported","unit":"percent of total revenue","display":"8.7%","scope":"Hua Hong Grace end market mix · denominator: total revenue","retrievedAt":"2026-08-13T22:36:30Z","status":"reported","note":"Issuer-disclosed Q2 composition within total revenue; this is not cross-company market share, physical shipment mix, capacity mix, or a product-sales estimate."},{"id":"hua-hong-q2-2026-end-market-computing","companyId":"hua-hong","company":"Hua Hong Grace","period":"Q2 2026","grain":"quarter","publishedAt":"2026-08-13","metric":"Computing share of total revenue","dataClass":"revenue_mix","value":1.6,"numericStatus":"reported","unit":"percent of total revenue","display":"1.6%","scope":"Hua Hong Grace end market mix · denominator: total revenue","retrievedAt":"2026-08-13T22:36:30Z","status":"reported","note":"Issuer-disclosed Q2 composition within total revenue; this is not cross-company market share, physical shipment mix, capacity mix, or a product-sales estimate."},{"id":"hua-hong-q3-2026-revenue-guidance","companyId":"hua-hong","company":"Hua Hong Grace","period":"Q3 2026 guidance","grain":"quarter_guidance","publishedAt":"2026-08-13","metric":"Revenue guidance midpoint","dataClass":"reported_sales","value":775,"numericStatus":"derived_midpoint","lowerValue":770,"upperValue":780,"unit":"USD million midpoint","display":"US$770M to US$780M","scope":"Company revenue guidance range","retrievedAt":"2026-08-13T22:36:30Z","status":"guidance","note":"The numeric value is the derived US$775M midpoint of the disclosed range for machine use; the US$770M lower bound and US$780M upper bound remain visible. This is forward guidance, not reported Q3 revenue."},{"id":"hua-hong-q3-2026-gross-margin-guidance","companyId":"hua-hong","company":"Hua Hong Grace","period":"Q3 2026 guidance","grain":"quarter_guidance","publishedAt":"2026-08-13","metric":"Gross margin guidance midpoint","dataClass":"reported_profit","value":17,"numericStatus":"derived_midpoint","lowerValue":16,"upperValue":18,"unit":"percent midpoint","display":"16% to 18%","scope":"Company gross-margin guidance range","retrievedAt":"2026-08-13T22:36:30Z","status":"guidance","note":"The numeric value is the derived midpoint of the disclosed range for machine use; the 16% lower bound and 18% upper bound remain visible. This is forward guidance, not an actual margin."},{"id":"globalfoundries-q2-2026-revenue","companyId":"globalfoundries","company":"GlobalFoundries","period":"Q2 2026","grain":"quarter","publishedAt":"2026-08-05","metric":"Net revenue","dataClass":"reported_sales","value":1.786,"unit":"USD billion","display":"US$1.786B","scope":"Pure-play company total","status":"reported","note":"Actual quarter in the issuer's reported currency; it is not annualized or converted into market share."},{"id":"globalfoundries-q2-2026-gross-margin","companyId":"globalfoundries","company":"GlobalFoundries","period":"Q2 2026","grain":"quarter","publishedAt":"2026-08-05","metric":"Gross margin","dataClass":"reported_profit","value":28.3,"unit":"percent","display":"28.3%","scope":"Consolidated IFRS gross margin","status":"reported","note":"Actual IFRS quarter, kept separate from the company's non-IFRS margin and forward guidance."},{"id":"globalfoundries-q2-2026-wafer-shipments","companyId":"globalfoundries","company":"GlobalFoundries","period":"Q2 2026","grain":"quarter","publishedAt":"2026-08-05","metric":"Wafer shipments","dataClass":"reported_shipments","value":625,"unit":"thousand 300mm-equivalent wafers","display":"625K · 300mm equivalent","scope":"Company-reported quarterly shipment basis","status":"reported","note":"Actual quarterly shipments on the issuer's native 300mm-equivalent basis; no capacity or market share is inferred."},{"id":"tower-q2-2026-revenue","companyId":"tower","company":"Tower","period":"Q2 2026","grain":"quarter","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","retrievedAt":"2026-08-05T05:10:44Z","status":"reported","note":"Actual quarter rounded in the Aug. 4 earnings release; +24% year over year. The later Aug. 17 interim filing supplies exact USD-thousand precision without creating a second Q2 sale. It is not annualized or converted into market share."},{"id":"tower-q2-2026-gross-profit","companyId":"tower","company":"Tower","period":"Q2 2026","grain":"quarter","publishedAt":"2026-08-04","metric":"Gross profit","dataClass":"reported_profit","value":0.138,"unit":"USD billion","display":"US$138M","scope":"Consolidated GAAP gross profit","retrievedAt":"2026-08-05T05:10:44Z","status":"reported","note":"Actual quarter rounded in the Aug. 4 earnings release; the later Aug. 17 interim filing supplies exact USD-thousand precision without creating a second Q2 profit. The value is a profit measure, not revenue, shipment volume, or capacity."},{"id":"tower-q2-2026-interim-6k-revenue","companyId":"tower","company":"Tower","period":"Q2 2026","grain":"quarter","publishedAt":"2026-08-17","metric":"Consolidated revenue","dataClass":"reported_sales","value":460079,"unit":"USD thousand","display":"US$460.079M","scope":"Consolidated company total · three months ended Jun. 30, 2026","retrievedAt":"2026-08-24T10:07:54Z","status":"reported","note":"Exact unaudited filed-statement value. This is the same Q2 economic observation as the rounded US$460M Aug. 4 earnings-release record, not additional revenue, a restatement, or a second sale."},{"id":"tower-q2-2026-interim-6k-gross-profit","companyId":"tower","company":"Tower","period":"Q2 2026","grain":"quarter","publishedAt":"2026-08-17","metric":"Gross profit","dataClass":"reported_profit","value":137772,"unit":"USD thousand","display":"US$137.772M","scope":"Consolidated company gross profit · three months ended Jun. 30, 2026","retrievedAt":"2026-08-24T10:07:54Z","status":"reported","note":"Exact unaudited filed-statement value. This is the same Q2 economic observation as the rounded US$138M Aug. 4 earnings-release record and remains a profit measure, not sales, shipments, or capacity."},{"id":"tower-q2-2026-interim-6k-operating-profit","companyId":"tower","company":"Tower","period":"Q2 2026","grain":"quarter","publishedAt":"2026-08-17","metric":"Operating profit","dataClass":"reported_profit","value":90290,"unit":"USD thousand","display":"US$90.290M","scope":"Consolidated company operating profit · three months ended Jun. 30, 2026","retrievedAt":"2026-08-24T10:07:54Z","status":"reported","note":"Exact unaudited filed-statement value; it is a Q2 operating-profit observation, not revenue, shipment volume, capacity, or guidance."},{"id":"tower-q2-2026-interim-6k-net-profit-attributable","companyId":"tower","company":"Tower","period":"Q2 2026","grain":"quarter","publishedAt":"2026-08-17","metric":"Net profit attributable to the company","dataClass":"reported_profit","value":90769,"unit":"USD thousand","display":"US$90.769M","scope":"Net profit attributable to the company · three months ended Jun. 30, 2026","retrievedAt":"2026-08-24T10:07:54Z","status":"reported","note":"Exact unaudited filed-statement value; attributable net profit remains distinct from gross profit, operating profit, revenue, and noncontrolling interests."},{"id":"tower-h1-2026-interim-6k-revenue","companyId":"tower","company":"Tower","period":"H1 2026","grain":"year_to_date","publishedAt":"2026-08-17","metric":"Consolidated revenue","dataClass":"reported_sales","value":873710,"unit":"USD thousand","display":"US$873.710M","scope":"Consolidated company total · six months ended Jun. 30, 2026","retrievedAt":"2026-08-24T10:07:54Z","status":"reported","note":"Exact unaudited six-month cumulative value. H1 is a year-to-date period and is not added to Q2, annualized, or treated as a separate quarter."},{"id":"tower-h1-2026-interim-6k-gross-profit","companyId":"tower","company":"Tower","period":"H1 2026","grain":"year_to_date","publishedAt":"2026-08-17","metric":"Gross profit","dataClass":"reported_profit","value":248723,"unit":"USD thousand","display":"US$248.723M","scope":"Consolidated company gross profit · six months ended Jun. 30, 2026","retrievedAt":"2026-08-24T10:07:54Z","status":"reported","note":"Exact unaudited six-month cumulative value; it remains a profit measure and is not a quarter, sale, shipment, or capacity observation."},{"id":"tower-h1-2026-interim-6k-operating-profit","companyId":"tower","company":"Tower","period":"H1 2026","grain":"year_to_date","publishedAt":"2026-08-17","metric":"Operating profit","dataClass":"reported_profit","value":154855,"unit":"USD thousand","display":"US$154.855M","scope":"Consolidated company operating profit · six months ended Jun. 30, 2026","retrievedAt":"2026-08-24T10:07:54Z","status":"reported","note":"Exact unaudited six-month cumulative value; it remains distinct from gross profit, attributable net profit, revenue, and guidance."},{"id":"tower-h1-2026-interim-6k-net-profit-attributable","companyId":"tower","company":"Tower","period":"H1 2026","grain":"year_to_date","publishedAt":"2026-08-17","metric":"Net profit attributable to the company","dataClass":"reported_profit","value":155801,"unit":"USD thousand","display":"US$155.801M","scope":"Net profit attributable to the company · six months ended Jun. 30, 2026","retrievedAt":"2026-08-24T10:07:54Z","status":"reported","note":"Exact unaudited six-month cumulative attributable-net-profit value; it is not revenue, realized cash flow, shipment volume, or capacity."},{"id":"tower-q3-2026-revenue-guidance","companyId":"tower","company":"Tower","period":"Q3 2026 guidance","grain":"quarter_guidance","publishedAt":"2026-08-04","metric":"Revenue guidance midpoint","dataClass":"reported_sales","value":0.52,"numericStatus":"reported","unit":"USD billion","display":"US$520M ±5%","scope":"Company revenue guidance","retrievedAt":"2026-08-05T05:10:44Z","status":"guidance","note":"Forward guidance is retained separately from the Q2 actual and is not treated as a reported sale."}],"technology":[{"id":"tower-openlight-ph18da-pdk-cadence-2026","company":"Tower","period":"Aug 11, 2026","headline":"OpenLight PH18DA PDK became available in Cadence tools","detail":"The SEC-filed announcement supports a qualitative design-enablement milestone for Tower's PH18DA InP-on-silicon platform and 400G/1.6T laser-integrated PIC application development. It is not evidence of sales, a design win, tape-out, production, shipments, or revenue.","status":"reported"},{"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; the process mix is company-specific and is not a foundry market-share estimate.","status":"reported"},{"id":"intel-18a-p-risk-production-2026","company":"Intel Foundry","period":"Q2 2026","headline":"Intel 18A-P entered risk production","detail":"The earnings release describes the milestone as risk production, not customer volume, yield, revenue, or high-volume manufacturing.","status":"reported"},{"id":"intel-panther-lake-subset-hvm-2026","company":"Intel Foundry","period":"Q2 2026","headline":"A subset of Panther Lake entered high-volume manufacturing","detail":"Intel limited the statement to a subset of Core Ultra Series 3 processors and did not disclose external-customer wafer volume.","status":"reported"},{"id":"umc-singapore-tainan-expansion-2026","company":"UMC","period":"Jul 2026 approval","headline":"Singapore cleanroom and Tainan fab expansion approved","detail":"UMC approved phased Singapore P4 cleanroom/tool expansion and a new Tainan building shell; the revised FY2026 capex budget is US$2.0B guidance.","status":"guidance"},{"id":"tower-japan-sipho-sige-expansion-2026","company":"Tower","period":"Jul 14, 2026","headline":"Japan SiPho, SiGe and optical-packaging expansion announced","detail":"Tower described a dual-track plan with Q4 2027 production readiness for the first track and a multi-fold capacity target for the second; both remain forward-looking.","status":"guidance"},{"id":"tsmc-n2-hvm","company":"TSMC","period":"Q4 2025","headline":"2nm entered high-volume manufacturing","detail":"TSMC reported good yield and expects a fast 2026 ramp; N2P and A16 remain scheduled for H2 2026.","status":"reported"},{"id":"samsung-sf2-hvm","company":"Samsung Foundry","period":"Q3 2025","headline":"First-generation 2nm GAA mass production started","detail":"Revenue remains undisclosed, so technology progress is not converted into a market-share estimate.","status":"reported"},{"id":"intel-18a-hvm","company":"Intel Foundry","period":"FY2025","headline":"Intel 18A ramped into high-volume production","detail":"Intel identifies 18A as its first significant node for government and enterprise foundry customers.","status":"reported"},{"id":"smic-million-wafer-capacity","company":"SMIC","period":"Dec 2025","headline":"Monthly capacity passed 1M 8-inch-equivalent wafers","detail":"Year-end monthly capacity reached 1,058,750; FY2025 shipments rose 20.9% to 9.697M on the same basis.","status":"reported"},{"id":"tower-sipho-capacity","company":"Tower","period":"2027 target","headline":"Silicon-photonics capacity targeted above 5× Q4 2025 run-rate","detail":"The target is guidance backed by a stated US$920M SiPho/SiGe investment program, not current capacity.","status":"guidance"}],"relationships":[{"id":"tsmc-sony-image-sensor-jv-2026","foundryId":"tsmc","foundry":"TSMC","counterparty":"Sony Semiconductor Solutions","counterpartyType":"joint-venture controlling shareholder","relationshipKind":"joint-venture-definitive-agreement","relationshipScope":"external-counterparty","status":"definitive-agreement-conditional","product":"Next-generation smartphone image sensors","announcedAt":"2026-08-11","lastConfirmedAt":"2026-08-11","lastCheckedAt":"2026-08-12","sourceTitle":"Sony Semiconductor Solutions and TSMC Agreed to Establish Joint Venture for Next-Generation Image Sensors","sourcePublisher":"Sony Semiconductor Solutions / TSMC / U.S. SEC","retrievedAt":"2026-08-12T04:31:20Z","supportedClaims":["Sony and TSMC executed a legally binding definitive agreement to establish Advanced Vision Semiconductor Manufacturing Corporation in Koshi City, Kumamoto Prefecture.","Sony is planned to be the sole controlling shareholder; TSMC plans approximately JPY282B of cash contributions and Sony approximately JPY465B through cash and transferred assets, phased based on demand and business conditions.","The joint venture expects 2029 volume production, subject to regulatory approvals and customary closing conditions."],"notDisclosedFields":["process node","wafer volume","installed capacity","customer allocation","unit shipments","revenue","Japanese-government support amount"],"caveat":"The definitive agreement does not establish current production, capacity, shipments, revenue, market share, or a process node. The 2029 volume-production date is planned, contributions are phased, closing remains conditional, and Japanese-government support is contemplated without a disclosed amount."},{"id":"samsung-foundry-tesla-contract-2025","foundryId":"samsung-foundry","foundry":"Samsung Foundry","counterparty":"Tesla, Inc.","counterpartyType":"customer","relationshipKind":"contract-manufacturing-agreement","relationshipScope":"external-counterparty","status":"contract-effective","announcedAt":"2025-07-31","effectiveFrom":"2025-07-24","effectiveTo":"2033-12-31","lastConfirmedAt":"2025-07-31","lastCheckedAt":"2026-08-05","sourceTitle":"Single Sale and Supply Contract","sourcePublisher":"Samsung Electronics","retrievedAt":"2026-08-05","supportedClaims":["Samsung Electronics disclosed a semiconductor contract-manufacturing supply agreement with Tesla.","The disclosed contract value is KRW 22,764,764,160,000 for the effective period from July 24, 2025 through December 31, 2033."],"notDisclosedFields":["product","process node","fab","package","wafer volume","production status","realized revenue"],"caveat":"The agreement value is a multi-year contractual amount, not annual revenue, realized sales, backlog, shipment volume, or proof of production. Samsung states that key terms remain confidential and may change or terminate."},{"id":"intel-foundry-fortinet-sp6-2026","foundryId":"intel-foundry","foundry":"Intel Foundry","counterparty":"Fortinet","counterpartyType":"strategic collaborator","relationshipKind":"strategic-co-development","relationshipScope":"external-counterparty","status":"collaboration-announced","product":"Fortinet Security Processor 6","productClassSlug":"asic","announcedAt":"2026-07-23","lastConfirmedAt":"2026-07-23","lastCheckedAt":"2026-08-05","sourceTitle":"Intel Reports Second-Quarter 2026 Financial Results","sourcePublisher":"Intel Corporation / U.S. SEC","retrievedAt":"2026-08-05","supportedClaims":["Intel disclosed a strategic collaboration with Fortinet to develop Fortinet Security Processor 6.","The disclosure identifies Intel design, packaging, and manufacturing capabilities as part of the collaboration."],"notDisclosedFields":["process node","fab","package","wafer volume","contract value","tape-out date","production status"],"caveat":"A strategic collaboration is not a confirmed manufacturing order, revenue observation, production shipment, or market-share claim. The source does not identify a node, fab, package, volume, value, or lifecycle stage beyond the announced collaboration."},{"id":"intel-foundry-panther-lake-subset-hvm-2026","foundryId":"intel-foundry","foundry":"Intel Foundry","counterparty":"Intel Products","counterpartyType":"internal product group","relationshipKind":"internal-manufacturing","relationshipScope":"internal-product","status":"subset-high-volume-manufacturing","product":"Intel Core Ultra Series 3 · Panther Lake subset","productClassSlug":"cpu","announcedAt":"2026-07-23","lastConfirmedAt":"2026-07-23","lastCheckedAt":"2026-08-05","sourceTitle":"Intel Reports Second-Quarter 2026 Financial Results","sourcePublisher":"Intel Corporation / U.S. SEC","retrievedAt":"2026-08-05","supportedClaims":["Intel Foundry disclosed high-volume manufacturing for a subset of Intel Core Ultra Series 3 processors code-named Panther Lake.","The disclosed manufacturing relationship is internal to Intel rather than an external foundry customer design win."],"notDisclosedFields":["full product coverage","wafer volume","yield","fab","customer revenue","external-customer allocation"],"caveat":"The high-volume-manufacturing statement applies only to a subset of Panther Lake. It must not be generalized to every Core Ultra Series 3 processor or presented as an external foundry customer win."}],"stories":[{"id":"story-smic-q2-2026","companyId":"smic","label":"SMIC Q2 2026 revenue","value":"US$3,005.588M","change":"+20.0% QoQ · +36.1% YoY","context":"Gross margin was 25.3%, shipments were 2,869,495 standard-logic 8-inch-equivalent wafers, and utilization was 93.7%. Q3 revenue-growth and margin ranges remain separate guidance records.","evidence":"reported"},{"id":"story-hua-hong-q2-2026","companyId":"hua-hong","label":"Hua Hong Grace Q2 2026 revenue","value":"US$717.537M","change":"+8.6% QoQ · +26.8% YoY","context":"Gross margin was 16.5%, shipments were 1.538M 8-inch-equivalent wafers, and utilization was 102.8%. Q3 revenue and margin ranges remain separate guidance records.","evidence":"reported"},{"id":"story-tsmc-august-2026","companyId":"tsmc","label":"TSMC August 2026 net revenue","value":"NT$514.806B","change":"+53.3% YoY","context":"January–August net revenue was NT$3,386.870B, up 39.3% YoY; the monthly and year-to-date observations remain separate, unaudited, and unallocated to products or customers.","evidence":"reported"},{"id":"story-umc-july-2026","companyId":"umc","label":"UMC July 2026 net sales","value":"NT$23.844B","change":"+18.98% YoY","context":"January–July net sales were NT$153.615B, up 12.41% YoY; the monthly and year-to-date observations remain separate and are not annualized.","evidence":"reported"},{"id":"story-globalfoundries-q2-2026","companyId":"globalfoundries","label":"GlobalFoundries Q2 2026 revenue","value":"US$1.786B","change":"Q2 actual","context":"IFRS gross margin was 28.3% and wafer shipments were 625K on a 300mm-equivalent basis; no annualization or market share is inferred.","evidence":"reported"},{"id":"story-tower-q2-2026","companyId":"tower","label":"Tower Q2 2026 revenue","value":"US$460.079M","change":"+24% YoY","context":"The Aug. 17 unaudited filing reports gross profit of US$137.772M, operating profit of US$90.290M, and net profit attributable to the company of US$90.769M. Q3 revenue guidance remains a separate US$520M midpoint with a ±5% range.","evidence":"reported"},{"id":"story-tsmc-q2-2026","companyId":"tsmc","label":"TSMC Q2 2026 revenue","value":"US$40.20B","change":"+33.7% YoY","context":"Gross margin was 67.7%, operating margin 60.3%, and 2nm represented 3% of wafer revenue.","evidence":"reported"},{"id":"story-intel-q2-2026-scope","companyId":"intel-foundry","label":"Intel Foundry Q2 scope","value":"US$5.8B","change":"+31% YoY","context":"The operating-segment total includes intersegment transactions and is not ranked with pure-play company revenue.","evidence":"scope alert"},{"id":"story-umc-q2-2026","companyId":"umc","label":"UMC Q2 2026 revenue","value":"NT$68.73B","change":"+12.6% QoQ","context":"Utilization was 85%, 22/28nm represented 37% of revenue, and wafer shipments rose 10.6% QoQ.","evidence":"reported"},{"id":"story-tsmc-growth","companyId":"tsmc","label":"TSMC FY2025 revenue","value":"US$122.42B","change":"+35.9% YoY","context":"Advanced technologies reached 74% of wafer revenue; 3nm alone was 24%.","evidence":"reported"},{"id":"story-smic-volume","companyId":"smic","label":"SMIC FY2025 shipments","value":"9.697M","change":"+20.9% YoY","context":"Standard-logic 8-inch-equivalent wafers; revenue rose 16.2% while ASP fell to US$907 per equivalent wafer.","evidence":"reported"},{"id":"story-intel-scope","companyId":"intel-foundry","label":"Intel Foundry scope gap","value":"US$0.307B","change":"external subset","context":"The US$17.826B segment total consists substantially of intersegment manufacturing revenue.","evidence":"scope alert"},{"id":"story-gf-volume","companyId":"globalfoundries","label":"GlobalFoundries shipments","value":"2.345M","change":"+10% YoY","context":"Reported 300 mm-equivalent wafer shipments for FY2025.","evidence":"reported"}],"availability":[{"id":"samsung-foundry-fy2025-revenue-unavailable","companyId":"samsung-foundry","company":"Samsung Foundry","metric":"Standalone foundry revenue","period":"FY2025","status":"not_disclosed","display":"Not separately disclosed","reason":"Samsung publishes Device Solutions totals and Foundry commentary, but no standalone Foundry revenue value."},{"id":"intel-foundry-market-revenue-not-comparable","companyId":"intel-foundry","company":"Intel Foundry","metric":"Third-party foundry revenue comparable with pure-play peers","period":"FY2025","status":"not_comparable","display":"US$0.307B external subset","reason":"The US$17.826B segment total consists substantially of transfers to Intel product businesses; external foundry and assembly/test revenue was US$307M."},{"id":"samsung-foundry-q2-2026-revenue-unavailable","companyId":"samsung-foundry","company":"Samsung Foundry","metric":"Standalone foundry revenue","period":"Q2 2026","status":"not_disclosed","display":"Not separately disclosed","reason":"Samsung reported Device Solutions and Memory revenue but no standalone Foundry revenue for Q2 2026; the DS-minus-Memory residual is not a Foundry observation."}],"tsmcAdvancedNodeMix":[{"year":"2024","advanced":69,"other":31},{"year":"2025","advanced":74,"other":26}]},"delivery":{"newsroomUrl":"https://market.vlsi.kr/changes","csvUrl":"https://market.vlsi.kr/api/foundry?format=csv"}}