{"asOf":"2026-09-09","companies":[{"id":"tsmc","name":"Taiwan Semiconductor Manufacturing Company","scope":"Pure-play company total","sourceUrl":"https://investor.tsmc.com/english/quarterly-results/2026/q2","coverageNote":"Consolidated company reporting; numeric technology and platform mix disclosed."},{"id":"samsung-foundry","name":"Samsung Foundry","scope":"Not separately disclosed within Samsung Electronics Device Solutions","sourceUrl":"https://images.samsung.com/is/content/samsung/assets/global/ir/docs/2026_2Q_conference_eng.pdf","coverageNote":"Do not calculate Foundry as Device Solutions less Memory."},{"id":"intel-foundry","name":"Intel Foundry","scope":"Operating segment including intersegment transactions","sourceUrl":"https://www.sec.gov/Archives/edgar/data/50863/000005086326000155/q226earningsrelease.htm","coverageNote":"Segment revenue is not third-party foundry revenue and is presented only as explicitly labeled context."},{"id":"smic","name":"Semiconductor Manufacturing International Corporation","scope":"Consolidated company total","sourceUrl":"https://www1.hkexnews.hk/listedco/listconews/sehk/2026/0813/2026081300353.pdf","coverageNote":"IFRS and standard-logic 8-inch-equivalent reporting."},{"id":"umc","name":"United Microelectronics Corporation","scope":"Pure-play company total","sourceUrl":"https://www.sec.gov/Archives/edgar/data/1033767/000119312526322027/umc-ex99.htm","coverageNote":"Native NTD revenue, process mix, utilization, and shipment growth disclosed."},{"id":"globalfoundries","name":"GlobalFoundries","scope":"Pure-play company total","sourceUrl":"https://www.sec.gov/Archives/edgar/data/1709048/000170904826000218/globalfoundries2q2026earni.htm","coverageNote":"IFRS results and 300mm-equivalent wafer shipments."},{"id":"hua-hong","name":"Hua Hong Grace Semiconductor Limited","scope":"Consolidated specialty-foundry company total","sourceUrl":"https://www1.hkexnews.hk/listedco/listconews/sehk/2026/0813/2026081300401.pdf","coverageNote":"Issuer's Q2 release uses USD and 8-inch-equivalent units."},{"id":"tower","name":"Tower Semiconductor","scope":"Pure-play specialty-foundry company total","sourceUrl":"https://ir.towersemi.com/node/17066/html","coverageNote":"Exact unaudited Q2 values from the later Form 6-K interim statements."}],"facts":[{"companyId":"tsmc","period":"2026-Q2","metric":"revenue","label":"Net Revenue","value":1270.38,"unit":"NTD billion","basis":"Consolidated company","scope":"Pure-play company total","status":"actual","sourceUrl":"https://investor.tsmc.com/english/encrypt/files/encrypt_file/reports/2026-07/0e4d9625c9ef46521afd54002f835e45a9035043/2Q26%20Presentation%20%28E%29.pdf","sourceTitle":"TSMC 2026 Second Quarter Earnings Conference","page":4,"publishedAt":"2026-07-16","note":"US$40.20B at reported average USD/NTD 31.60."},{"companyId":"tsmc","period":"2026-Q1","metric":"revenue","label":"Net Revenue","value":1134.1,"unit":"NTD billion","basis":"Consolidated company","scope":"Pure-play company total","status":"actual","sourceUrl":"https://investor.tsmc.com/english/encrypt/files/encrypt_file/reports/2026-07/0e4d9625c9ef46521afd54002f835e45a9035043/2Q26%20Presentation%20%28E%29.pdf","sourceTitle":"TSMC 2026 Second Quarter Earnings Conference","page":4,"publishedAt":"2026-07-16","note":"Comparative period in issuer table."},{"companyId":"tsmc","period":"2025-Q2","metric":"revenue","label":"Net Revenue","value":933.79,"unit":"NTD billion","basis":"Consolidated company","scope":"Pure-play company total","status":"actual","sourceUrl":"https://investor.tsmc.com/english/encrypt/files/encrypt_file/reports/2026-07/0e4d9625c9ef46521afd54002f835e45a9035043/2Q26%20Presentation%20%28E%29.pdf","sourceTitle":"TSMC 2026 Second Quarter Earnings Conference","page":4,"publishedAt":"2026-07-16","note":"Comparative period in issuer table."},{"companyId":"tsmc","period":"2026-Q2","metric":"gross_margin","label":"Gross Margin","value":67.7,"unit":"percent","basis":"Consolidated company","scope":"Pure-play company total","status":"actual","sourceUrl":"https://investor.tsmc.com/english/encrypt/files/encrypt_file/reports/2026-07/0e4d9625c9ef46521afd54002f835e45a9035043/2Q26%20Presentation%20%28E%29.pdf","sourceTitle":"TSMC 2026 Second Quarter Earnings Conference","page":4,"publishedAt":"2026-07-16","note":"2026-Q1 66.2%; 2025-Q2 58.6%."},{"companyId":"tsmc","period":"2026-Q2","metric":"operating_margin","label":"Operating Margin","value":60.3,"unit":"percent","basis":"Consolidated company","scope":"Pure-play company total","status":"actual","sourceUrl":"https://investor.tsmc.com/english/encrypt/files/encrypt_file/reports/2026-07/0e4d9625c9ef46521afd54002f835e45a9035043/2Q26%20Presentation%20%28E%29.pdf","sourceTitle":"TSMC 2026 Second Quarter Earnings Conference","page":4,"publishedAt":"2026-07-16","note":"2026-Q1 58.1%; 2025-Q2 49.6%."},{"companyId":"tsmc","period":"2026-Q2","metric":"net_margin","label":"Net Profit Margin","value":55.6,"unit":"percent","basis":"Attributable to shareholders of the parent","scope":"Pure-play company total","status":"actual","sourceUrl":"https://investor.tsmc.com/english/encrypt/files/encrypt_file/reports/2026-07/0e4d9625c9ef46521afd54002f835e45a9035043/2Q26%20Presentation%20%28E%29.pdf","sourceTitle":"TSMC 2026 Second Quarter Earnings Conference","page":4,"publishedAt":"2026-07-16","note":"2026-Q1 50.5%; 2025-Q2 42.7%."},{"companyId":"tsmc","period":"2026-Q2","metric":"net_income","label":"Net Income Attributable to Shareholders of the Parent Company","value":706.56,"unit":"NTD billion","basis":"Attributable net income","scope":"Pure-play company total","status":"actual","sourceUrl":"https://investor.tsmc.com/english/encrypt/files/encrypt_file/reports/2026-07/0e4d9625c9ef46521afd54002f835e45a9035043/2Q26%20Presentation%20%28E%29.pdf","sourceTitle":"TSMC 2026 Second Quarter Earnings Conference","page":4,"publishedAt":"2026-07-16","note":"2026-Q1 572.48; 2025-Q2 398.27."},{"companyId":"tsmc","period":"2026-Q2","metric":"eps","label":"EPS (NT Dollar)","value":27.25,"unit":"NTD per share","basis":"Diluted weighted average outstanding shares 25,932mn","scope":"Pure-play company total","status":"actual","sourceUrl":"https://investor.tsmc.com/english/encrypt/files/encrypt_file/reports/2026-07/0e4d9625c9ef46521afd54002f835e45a9035043/2Q26%20Presentation%20%28E%29.pdf","sourceTitle":"TSMC 2026 Second Quarter Earnings Conference","page":4,"publishedAt":"2026-07-16","note":"2026-Q1 22.08; 2025-Q2 15.36."},{"companyId":"tsmc","period":"2026-Q2","metric":"wafer_shipments","label":"Shipment","value":4336,"unit":"Kpcs, 12-inch-equivalent wafer","basis":"Company-reported quarterly shipments","scope":"Pure-play company total","status":"actual","sourceUrl":"https://investor.tsmc.com/english/encrypt/files/encrypt_file/reports/2026-07/0e4d9625c9ef46521afd54002f835e45a9035043/2Q26%20Presentation%20%28E%29.pdf","sourceTitle":"TSMC 2026 Second Quarter Earnings Conference","page":4,"publishedAt":"2026-07-16","note":"2026-Q1 4,174; 2025-Q2 3,718."},{"companyId":"tsmc","period":"2026-Q2","metric":"operating_cash_flow","label":"Cash from operating activities","value":783.36,"unit":"NTD billion","basis":"Quarterly cash flow","scope":"Pure-play company total","status":"actual","sourceUrl":"https://investor.tsmc.com/english/encrypt/files/encrypt_file/reports/2026-07/0e4d9625c9ef46521afd54002f835e45a9035043/2Q26%20Presentation%20%28E%29.pdf","sourceTitle":"TSMC 2026 Second Quarter Earnings Conference","page":8,"publishedAt":"2026-07-16","note":"2026-Q1 698.97; 2025-Q2 497.07."},{"companyId":"tsmc","period":"2026-Q2","metric":"capex","label":"Capital expenditures","value":496,"unit":"NTD billion","basis":"Quarterly cash-flow presentation","scope":"Pure-play company total","status":"actual","sourceUrl":"https://investor.tsmc.com/english/encrypt/files/encrypt_file/reports/2026-07/0e4d9625c9ef46521afd54002f835e45a9035043/2Q26%20Presentation%20%28E%29.pdf","sourceTitle":"TSMC 2026 Second Quarter Earnings Conference","page":8,"publishedAt":"2026-07-16","note":"2026-Q1 350.76; 2025-Q2 297.22."},{"companyId":"tsmc","period":"2026-Q2","metric":"free_cash_flow","label":"Free Cash Flow","value":287.36,"unit":"NTD billion","basis":"Cash from operating activities less capital expenditures","scope":"Pure-play company total","status":"actual","sourceUrl":"https://investor.tsmc.com/english/encrypt/files/encrypt_file/reports/2026-07/0e4d9625c9ef46521afd54002f835e45a9035043/2Q26%20Presentation%20%28E%29.pdf","sourceTitle":"TSMC 2026 Second Quarter Earnings Conference","page":8,"publishedAt":"2026-07-16","note":"2026-Q1 348.21; 2025-Q2 199.85."},{"companyId":"intel-foundry","period":"2026-Q2","metric":"revenue","label":"Intel Foundry segment revenue","value":5765,"unit":"USD million","basis":"Operating segment including intersegment financial activity","scope":"Intel Foundry segment context; not standalone third-party foundry sales","status":"actual","sourceUrl":"https://www.sec.gov/Archives/edgar/data/50863/000005086326000157/intc-20260627.htm","sourceTitle":"Intel Q2 2026 Form 10-Q","page":"MD&A 31","publishedAt":"2026-07-24","note":"Do not compare to pure-play foundry revenue."},{"companyId":"umc","period":"2026-Q2","metric":"revenue","label":"Consolidated revenue","value":68.73,"unit":"NTD billion","basis":"Company-reported; US$2.18B disclosed translation","scope":"Pure-play company total","status":"actual","sourceUrl":"https://www.sec.gov/Archives/edgar/data/1033767/000119312526322027/umc-ex99.htm","sourceTitle":"UMC Q2 2026 Results and Expansion Disclosure","page":null,"publishedAt":"2026-07-29","note":"Native NTD is primary."},{"companyId":"umc","period":"2026-Q2","metric":"utilization","label":"Capacity utilization","value":85,"unit":"percent","basis":"Company-defined quarterly capacity utilization","scope":"Pure-play company total","status":"actual","sourceUrl":"https://www.sec.gov/Archives/edgar/data/1033767/000119312526322027/umc-ex99.htm","sourceTitle":"UMC Q2 2026 Results and Expansion Disclosure","page":null,"publishedAt":"2026-07-29","note":"Q3 90%+ is guidance, excluded as actual."},{"companyId":"umc","period":"2026-Q2","metric":"wafer_shipment_growth_qoq","label":"Wafer shipment growth","value":10.6,"unit":"percent QoQ","basis":"Issuer disclosed growth only; not a shipment count","scope":"Pure-play company total","status":"actual","sourceUrl":"https://www.sec.gov/Archives/edgar/data/1033767/000119312526322027/umc-ex99.htm","sourceTitle":"UMC Q2 2026 Results and Expansion Disclosure","page":null,"publishedAt":"2026-07-29","note":"No absolute count inferred."},{"companyId":"umc","period":"FY2026","metric":"capex","label":"Capital expenditure budget","value":2,"unit":"USD billion","basis":"Revised company capex plan","scope":"Pure-play company total","status":"guidance","sourceUrl":"https://www.sec.gov/Archives/edgar/data/1033767/000119312526322027/umc-ex99.htm","sourceTitle":"UMC Q2 2026 Results and Expansion Disclosure","page":null,"publishedAt":"2026-07-29","note":"Budget, not Q2 cash capex."},{"companyId":"smic","period":"2026-Q2","metric":"revenue","label":"Revenue","value":3005.588,"unit":"USD million","basis":"Consolidated IFRS","scope":"Pure-play company total","status":"actual","sourceUrl":"https://www1.hkexnews.hk/listedco/listconews/sehk/2026/0813/2026081300353.pdf","sourceTitle":"SMIC Q2 2026 Results","page":null,"publishedAt":"2026-08-13","note":"Actual quarter."},{"companyId":"smic","period":"2026-Q2","metric":"gross_margin","label":"Gross Margin","value":25.3,"unit":"percent","basis":"Consolidated IFRS","scope":"Pure-play company total","status":"actual","sourceUrl":"https://www1.hkexnews.hk/listedco/listconews/sehk/2026/0813/2026081300353.pdf","sourceTitle":"SMIC Q2 2026 Results","page":null,"publishedAt":"2026-08-13","note":"Actual quarter."},{"companyId":"smic","period":"2026-Q2","metric":"net_income","label":"Profit attributable to owners","value":479.197,"unit":"USD million","basis":"Consolidated IFRS; attributable to owners","scope":"Pure-play company total","status":"actual","sourceUrl":"https://www1.hkexnews.hk/listedco/listconews/sehk/2026/0813/2026081300353.pdf","sourceTitle":"SMIC Q2 2026 Results","page":null,"publishedAt":"2026-08-13","note":"Actual quarter."},{"companyId":"smic","period":"2026-Q2","metric":"wafer_shipments","label":"Wafer shipments","value":2869495,"unit":"standard-logic 8-inch-equivalent wafers","basis":"Company-reported quarterly shipments","scope":"Pure-play company total","status":"actual","sourceUrl":"https://www1.hkexnews.hk/listedco/listconews/sehk/2026/0813/2026081300353.pdf","sourceTitle":"SMIC Q2 2026 Results","page":null,"publishedAt":"2026-08-13","note":"+14.4% QoQ; +20.1% YoY."},{"companyId":"smic","period":"2026-Q2","metric":"capacity","label":"Period-end monthly capacity","value":1096500,"unit":"standard-logic 8-inch-equivalent wafers per month","basis":"Period end; not quarterly capacity","scope":"Pure-play company total","status":"actual","sourceUrl":"https://www1.hkexnews.hk/listedco/listconews/sehk/2026/0813/2026081300353.pdf","sourceTitle":"SMIC Q2 2026 Results","page":null,"publishedAt":"2026-08-13","note":"Issuer native basis."},{"companyId":"smic","period":"2026-Q2","metric":"utilization","label":"Utilization rate","value":93.7,"unit":"percent","basis":"Total wafers out divided by estimated total quarterly capacity","scope":"Pure-play company total","status":"actual","sourceUrl":"https://www1.hkexnews.hk/listedco/listconews/sehk/2026/0813/2026081300353.pdf","sourceTitle":"SMIC Q2 2026 Results","page":null,"publishedAt":"2026-08-13","note":"Company-defined rate."},{"companyId":"smic","period":"2026-Q2","metric":"capex","label":"Capital expenditure","value":1835.7,"unit":"USD million","basis":"Company-reported actual quarterly capital expenditure","scope":"Pure-play company total","status":"actual","sourceUrl":"https://www1.hkexnews.hk/listedco/listconews/sehk/2026/0813/2026081300353.pdf","sourceTitle":"SMIC Q2 2026 Results","page":null,"publishedAt":"2026-08-13","note":"Actual spend."},{"companyId":"hua-hong","period":"2026-Q2","metric":"revenue","label":"Revenue","value":717.537,"unit":"USD million","basis":"Consolidated HKFRS","scope":"Pure-play specialty-foundry company total","status":"actual","sourceUrl":"https://www1.hkexnews.hk/listedco/listconews/sehk/2026/0813/2026081300401.pdf","sourceTitle":"Hua Hong Grace Semiconductor Q2 2026 Results","page":null,"publishedAt":"2026-08-13","note":"+8.6% QoQ; +26.8% YoY."},{"companyId":"hua-hong","period":"2026-Q2","metric":"gross_margin","label":"Gross Margin","value":16.5,"unit":"percent","basis":"Consolidated HKFRS","scope":"Pure-play specialty-foundry company total","status":"actual","sourceUrl":"https://www1.hkexnews.hk/listedco/listconews/sehk/2026/0813/2026081300401.pdf","sourceTitle":"Hua Hong Grace Semiconductor Q2 2026 Results","page":null,"publishedAt":"2026-08-13","note":"Actual quarter."},{"companyId":"hua-hong","period":"2026-Q2","metric":"net_income","label":"Net profit attributable to owners of the parent","value":38.639,"unit":"USD million","basis":"Consolidated HKFRS; attributable to owners","scope":"Pure-play specialty-foundry company total","status":"actual","sourceUrl":"https://www1.hkexnews.hk/listedco/listconews/sehk/2026/0813/2026081300401.pdf","sourceTitle":"Hua Hong Grace Semiconductor Q2 2026 Results","page":null,"publishedAt":"2026-08-13","note":"Actual quarter."},{"companyId":"hua-hong","period":"2026-Q2","metric":"wafer_shipments","label":"Wafer shipments","value":1538,"unit":"thousand 8-inch-equivalent wafers","basis":"Company-reported quarterly shipment basis","scope":"Pure-play specialty-foundry company total","status":"actual","sourceUrl":"https://www1.hkexnews.hk/listedco/listconews/sehk/2026/0813/2026081300401.pdf","sourceTitle":"Hua Hong Grace Semiconductor Q2 2026 Results","page":null,"publishedAt":"2026-08-13","note":"+5.8% QoQ; +17.9% YoY."},{"companyId":"hua-hong","period":"2026-Q2","metric":"capacity","label":"Period-end monthly capacity","value":508,"unit":"thousand 8-inch-equivalent wafers per month","basis":"Period end; not quarterly capacity","scope":"Pure-play specialty-foundry company total","status":"actual","sourceUrl":"https://www1.hkexnews.hk/listedco/listconews/sehk/2026/0813/2026081300401.pdf","sourceTitle":"Hua Hong Grace Semiconductor Q2 2026 Results","page":null,"publishedAt":"2026-08-13","note":"Issuer native basis."},{"companyId":"hua-hong","period":"2026-Q2","metric":"utilization","label":"Capacity utilization","value":102.8,"unit":"percent","basis":"Average monthly equivalent wafer output / estimated monthly capacity","scope":"Pure-play specialty-foundry company total","status":"actual","sourceUrl":"https://www1.hkexnews.hk/listedco/listconews/sehk/2026/0813/2026081300401.pdf","sourceTitle":"Hua Hong Grace Semiconductor Q2 2026 Results","page":null,"publishedAt":"2026-08-13","note":"Issuer-defined rate can exceed 100%."},{"companyId":"globalfoundries","period":"2026-Q2","metric":"revenue","label":"Net revenue","value":1786,"unit":"USD million","basis":"Consolidated IFRS","scope":"Pure-play company total","status":"actual","sourceUrl":"https://www.sec.gov/Archives/edgar/data/1709048/000170904826000218/globalfoundries2q2026earni.htm","sourceTitle":"GlobalFoundries Q2 2026 Results","page":null,"publishedAt":"2026-08-05","note":"Actual quarter. Source USD billions expressed in USD millions; no currency conversion."},{"companyId":"globalfoundries","period":"2026-Q2","metric":"gross_margin","label":"Gross margin","value":28.3,"unit":"percent","basis":"Consolidated IFRS","scope":"Pure-play company total","status":"actual","sourceUrl":"https://www.sec.gov/Archives/edgar/data/1709048/000170904826000218/globalfoundries2q2026earni.htm","sourceTitle":"GlobalFoundries Q2 2026 Results","page":null,"publishedAt":"2026-08-05","note":"Keep separate from non-IFRS margin."},{"companyId":"globalfoundries","period":"2026-Q2","metric":"wafer_shipments","label":"Wafer shipments","value":625,"unit":"thousand 300mm-equivalent wafers","basis":"Company-reported quarterly shipment basis","scope":"Pure-play company total","status":"actual","sourceUrl":"https://www.sec.gov/Archives/edgar/data/1709048/000170904826000218/globalfoundries2q2026earni.htm","sourceTitle":"GlobalFoundries Q2 2026 Results","page":null,"publishedAt":"2026-08-05","note":"Native issuer equivalent basis."},{"companyId":"tower","period":"2026-Q2","metric":"revenue","label":"Consolidated revenue","value":460079,"unit":"USD thousand","basis":"Consolidated US GAAP","scope":"Pure-play specialty-foundry company total","status":"actual","sourceUrl":"https://ir.towersemi.com/node/17066/html","sourceTitle":"Tower Semiconductor Q2 and H1 2026 Interim Financial Statements","page":null,"publishedAt":"2026-08-17","note":"Exact filed value; same observation as rounded US$460M release."},{"companyId":"tower","period":"2026-Q2","metric":"operating_income","label":"Operating profit","value":90290,"unit":"USD thousand","basis":"Consolidated US GAAP","scope":"Pure-play specialty-foundry company total","status":"actual","sourceUrl":"https://ir.towersemi.com/node/17066/html","sourceTitle":"Tower Semiconductor Q2 and H1 2026 Interim Financial Statements","page":null,"publishedAt":"2026-08-17","note":"Actual quarter."},{"companyId":"tower","period":"2026-Q2","metric":"net_income","label":"Net profit attributable to the company","value":90769,"unit":"USD thousand","basis":"Consolidated US GAAP; attributable to company","scope":"Pure-play specialty-foundry company total","status":"actual","sourceUrl":"https://ir.towersemi.com/node/17066/html","sourceTitle":"Tower Semiconductor Q2 and H1 2026 Interim Financial Statements","page":null,"publishedAt":"2026-08-17","note":"Actual quarter."},{"companyId":"samsung-foundry","period":"2026-Q2","metric":"revenue","label":"Standalone Foundry revenue","value":null,"unit":"not separately disclosed","basis":"Samsung Electronics does not report this business as a standalone financial unit","scope":"Not separately disclosed","status":"missing","sourceUrl":"https://images.samsung.com/is/content/samsung/assets/global/ir/docs/2026_2Q_conference_eng.pdf","sourceTitle":"Samsung 2Q 2026 Results","page":null,"publishedAt":"2026-07-31","note":"Do not derive from Device Solutions less Memory."},{"companyId":"samsung-foundry","period":"2026-Q2","metric":"wafer_shipments","label":"Foundry wafer shipments","value":null,"unit":"not separately disclosed","basis":"No issuer shipment basis published","scope":"Not separately disclosed","status":"missing","sourceUrl":"https://images.samsung.com/is/content/samsung/assets/global/ir/docs/2026_2Q_conference_eng.pdf","sourceTitle":"Samsung 2Q 2026 Results","page":null,"publishedAt":"2026-07-31","note":"Missing is not zero."},{"companyId":"intel-foundry","period":"2026-Q2","metric":"gross_margin","label":"Standalone Foundry gross margin","value":null,"unit":"not separately disclosed","basis":"No comparable third-party Foundry margin in cited release","scope":"Intel Foundry segment context","status":"missing","sourceUrl":"https://www.sec.gov/Archives/edgar/data/50863/000005086326000155/q226earningsrelease.htm","sourceTitle":"Intel Q2 2026 Earnings Release","page":null,"publishedAt":"2026-07-23","note":"Missing is not zero."},{"companyId":"intel-foundry","period":"2026-Q2","metric":"wafer_shipments","label":"Foundry wafer shipments","value":null,"unit":"not separately disclosed","basis":"No issuer shipment basis published","scope":"Intel Foundry segment context","status":"missing","sourceUrl":"https://www.sec.gov/Archives/edgar/data/50863/000005086326000155/q226earningsrelease.htm","sourceTitle":"Intel Q2 2026 Earnings Release","page":null,"publishedAt":"2026-07-23","note":"Missing is not zero."},{"companyId":"tower","period":"2026-Q2","metric":"wafer_shipments","label":"Wafer shipments","value":null,"unit":"not separately disclosed","basis":"No comparable native shipment disclosure in cited Q2 materials","scope":"Pure-play specialty-foundry company total","status":"missing","sourceUrl":"https://ir.towersemi.com/node/17066/html","sourceTitle":"Tower Semiconductor Q2 and H1 2026 Interim Financial Statements","page":null,"publishedAt":"2026-08-17","note":"Missing is not zero."},{"companyId":"tsmc","period":"2026-Q1","metric":"gross_margin","label":"Gross Margin","value":66.2,"unit":"percent","basis":"Consolidated company","scope":"Pure-play company total","status":"actual","sourceUrl":"https://investor.tsmc.com/english/encrypt/files/encrypt_file/reports/2026-07/0e4d9625c9ef46521afd54002f835e45a9035043/2Q26%20Presentation%20%28E%29.pdf","sourceTitle":"TSMC 2026 Second Quarter Earnings Conference","page":4,"publishedAt":"2026-07-16","note":"Comparative period in issuer table."},{"companyId":"tsmc","period":"2025-Q2","metric":"gross_margin","label":"Gross Margin","value":58.6,"unit":"percent","basis":"Consolidated company","scope":"Pure-play company total","status":"actual","sourceUrl":"https://investor.tsmc.com/english/encrypt/files/encrypt_file/reports/2026-07/0e4d9625c9ef46521afd54002f835e45a9035043/2Q26%20Presentation%20%28E%29.pdf","sourceTitle":"TSMC 2026 Second Quarter Earnings Conference","page":4,"publishedAt":"2026-07-16","note":"Comparative 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Source USD thousands expressed in USD millions; no currency conversion."},{"companyId":"smic","period":"2026-Q1","metric":"eps","label":"Diluted earnings per share","value":0.02,"unit":"USD per share","basis":"Diluted EPS","scope":"Pure-play company total","status":"actual","sourceUrl":"https://www1.hkexnews.hk/listedco/listconews/sehk/2026/0813/2026081300353.pdf","sourceTitle":"SMIC Q2 2026 Results","page":4,"publishedAt":"2026-08-13","note":"Comparative quarter in issuer table."},{"companyId":"smic","period":"2025-Q2","metric":"eps","label":"Diluted earnings per share","value":0.02,"unit":"USD per share","basis":"Diluted EPS","scope":"Pure-play company total","status":"actual","sourceUrl":"https://www1.hkexnews.hk/listedco/listconews/sehk/2026/0813/2026081300353.pdf","sourceTitle":"SMIC Q2 2026 Results","page":4,"publishedAt":"2026-08-13","note":"Year-ago quarter in issuer table."},{"companyId":"smic","period":"2026-Q1","metric":"wafer_shipments","label":"Wafer shipments","value":2509137,"unit":"standard-logic 8-inch-equivalent wafers","basis":"Company-reported quarterly shipments","scope":"Pure-play company total","status":"actual","sourceUrl":"https://www1.hkexnews.hk/listedco/listconews/sehk/2026/0813/2026081300353.pdf","sourceTitle":"SMIC Q2 2026 Results","page":5,"publishedAt":"2026-08-13","note":"Comparative quarter in issuer table."},{"companyId":"smic","period":"2025-Q2","metric":"wafer_shipments","label":"Wafer shipments","value":2390236,"unit":"standard-logic 8-inch-equivalent wafers","basis":"Company-reported quarterly shipments","scope":"Pure-play company total","status":"actual","sourceUrl":"https://www1.hkexnews.hk/listedco/listconews/sehk/2026/0813/2026081300353.pdf","sourceTitle":"SMIC Q2 2026 Results","page":5,"publishedAt":"2026-08-13","note":"Year-ago quarter in issuer table."},{"companyId":"smic","period":"2026-Q1","metric":"utilization","label":"Utilization rate","value":93.1,"unit":"percent","basis":"Total wafers out divided by estimated total quarterly capacity","scope":"Pure-play company total","status":"actual","sourceUrl":"https://www1.hkexnews.hk/listedco/listconews/sehk/2026/0813/2026081300353.pdf","sourceTitle":"SMIC Q2 2026 Results","page":5,"publishedAt":"2026-08-13","note":"Comparative quarter in issuer table."},{"companyId":"smic","period":"2025-Q2","metric":"utilization","label":"Utilization rate","value":92.5,"unit":"percent","basis":"Total wafers out divided by estimated total quarterly capacity","scope":"Pure-play company total","status":"actual","sourceUrl":"https://www1.hkexnews.hk/listedco/listconews/sehk/2026/0813/2026081300353.pdf","sourceTitle":"SMIC Q2 2026 Results","page":5,"publishedAt":"2026-08-13","note":"Year-ago quarter in issuer table."},{"companyId":"smic","period":"2026-Q1","metric":"capacity","label":"Period-end monthly capacity","value":1078250,"unit":"standard-logic 8-inch-equivalent wafers per month","basis":"Period end; 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attributable to owners","scope":"Pure-play specialty-foundry company total","status":"actual","sourceUrl":"https://www.hkexnews.hk/listedco/listconews/sehk/2026/0514/2026051400506.pdf","sourceTitle":"Hua Hong Semiconductor Reports 2026 First Quarter Results","page":1,"publishedAt":"2026-05-14","note":"Issuer Q1 highlight."},{"companyId":"tower","period":"2026-Q1","metric":"revenue","label":"Consolidated revenue","value":413631,"unit":"USD thousand","basis":"Consolidated US GAAP","scope":"Pure-play specialty-foundry company total","status":"actual","sourceUrl":"https://ir.towersemi.com/node/17066/html","sourceTitle":"Tower Semiconductor Q2 and H1 2026 Interim Financial Statements","page":"F-3","publishedAt":"2026-08-17","note":"873,710 less 460,079; calculation is disclosed to preserve the same USD-thousand basis."},{"companyId":"tower","period":"2025-Q2","metric":"revenue","label":"Consolidated revenue","value":372061,"unit":"USD thousand","basis":"Consolidated US GAAP","scope":"Pure-play specialty-foundry company total","status":"actual","sourceUrl":"https://ir.towersemi.com/node/17066/html","sourceTitle":"Tower Semiconductor Q2 and H1 2026 Interim Financial Statements","page":"F-3","publishedAt":"2026-08-17","note":"Direct prior-year quarterly column."},{"companyId":"tower","period":"2026-Q2","metric":"gross_profit","label":"Gross profit","value":137772,"unit":"USD thousand","basis":"Consolidated US GAAP","scope":"Pure-play specialty-foundry company total","status":"actual","sourceUrl":"https://ir.towersemi.com/node/17066/html","sourceTitle":"Tower Semiconductor Q2 and H1 2026 Interim Financial Statements","page":"F-3","publishedAt":"2026-08-17","note":"Direct quarterly column."},{"companyId":"tower","period":"2026-Q1","metric":"gross_profit","label":"Gross profit","value":110951,"unit":"USD thousand","basis":"Consolidated US GAAP","scope":"Pure-play specialty-foundry company total","status":"actual","sourceUrl":"https://ir.towersemi.com/node/17066/html","sourceTitle":"Tower Semiconductor Q2 and H1 2026 Interim Financial Statements","page":"F-3","publishedAt":"2026-08-17","note":"248,723 less 137,772; calculation is disclosed to preserve the same USD-thousand basis."},{"companyId":"tower","period":"2025-Q2","metric":"gross_profit","label":"Gross profit","value":80026,"unit":"USD thousand","basis":"Consolidated US GAAP","scope":"Pure-play specialty-foundry company total","status":"actual","sourceUrl":"https://ir.towersemi.com/node/17066/html","sourceTitle":"Tower Semiconductor Q2 and H1 2026 Interim Financial Statements","page":"F-3","publishedAt":"2026-08-17","note":"Direct prior-year quarterly column."},{"companyId":"tower","period":"2026-Q1","metric":"operating_income","label":"Operating profit","value":64565,"unit":"USD thousand","basis":"Consolidated US GAAP","scope":"Pure-play specialty-foundry company total","status":"actual","sourceUrl":"https://ir.towersemi.com/node/17066/html","sourceTitle":"Tower Semiconductor Q2 and H1 2026 Interim Financial Statements","page":"F-3","publishedAt":"2026-08-17","note":"154,855 less 90,290; calculation is disclosed to preserve the same USD-thousand basis."},{"companyId":"tower","period":"2025-Q2","metric":"operating_income","label":"Operating profit","value":39865,"unit":"USD thousand","basis":"Consolidated US GAAP","scope":"Pure-play specialty-foundry company total","status":"actual","sourceUrl":"https://ir.towersemi.com/node/17066/html","sourceTitle":"Tower Semiconductor Q2 and H1 2026 Interim Financial Statements","page":"F-3","publishedAt":"2026-08-17","note":"Direct prior-year quarterly column."},{"companyId":"tower","period":"2026-Q1","metric":"net_income","label":"Net profit attributable to the company","value":65032,"unit":"USD thousand","basis":"Consolidated US GAAP; attributable to company","scope":"Pure-play specialty-foundry company total","status":"actual","sourceUrl":"https://ir.towersemi.com/node/17066/html","sourceTitle":"Tower Semiconductor Q2 and H1 2026 Interim Financial Statements","page":"F-3","publishedAt":"2026-08-17","note":"155,801 less 90,769; calculation is disclosed."},{"companyId":"tower","period":"2025-Q2","metric":"net_income","label":"Net profit attributable to the company","value":46551,"unit":"USD thousand","basis":"Consolidated US GAAP; attributable to company","scope":"Pure-play specialty-foundry company total","status":"actual","sourceUrl":"https://ir.towersemi.com/node/17066/html","sourceTitle":"Tower Semiconductor Q2 and H1 2026 Interim Financial Statements","page":"F-3","publishedAt":"2026-08-17","note":"Direct prior-year quarterly column."},{"companyId":"tower","period":"2026-Q2","metric":"eps","label":"Basic earnings per share","value":0.8,"unit":"USD per share","basis":"Basic EPS","scope":"Pure-play specialty-foundry company total","status":"actual","sourceUrl":"https://ir.towersemi.com/node/17066/html","sourceTitle":"Tower Semiconductor Q2 and H1 2026 Interim Financial Statements","page":"F-3","publishedAt":"2026-08-17","note":"Basic EPS only; diluted EPS is separately reported as US$0.79."},{"companyId":"tower","period":"2026-Q1","metric":"eps","label":"Basic earnings per share","value":0.58,"unit":"USD per share","basis":"Basic EPS","scope":"Pure-play specialty-foundry company total","status":"actual","sourceUrl":"https://ir.towersemi.com/news-releases/news-release-details/tower-semiconductor-reports-first-quarter-2026-financial-results","sourceTitle":"Tower Semiconductor Reports First Quarter 2026 Financial Results","page":null,"publishedAt":"2026-05-13","note":"Issuer reported basic EPS; Q1 gross, operating and net figures above use the later interim-statement basis."},{"companyId":"tower","period":"2025-Q2","metric":"eps","label":"Basic earnings per share","value":0.42,"unit":"USD per share","basis":"Basic EPS","scope":"Pure-play specialty-foundry company total","status":"actual","sourceUrl":"https://ir.towersemi.com/node/17066/html","sourceTitle":"Tower Semiconductor Q2 and H1 2026 Interim Financial Statements","page":"F-3","publishedAt":"2026-08-17","note":"Basic EPS only; diluted EPS is separately reported as US$0.41."},{"companyId":"intel-foundry","period":"2026-Q1","metric":"revenue","label":"Intel Foundry segment revenue","value":5421,"unit":"USD million","basis":"Operating segment including intersegment financial activity","scope":"Intel Foundry segment context; not standalone third-party foundry sales","status":"actual","sourceUrl":"https://www.sec.gov/Archives/edgar/data/50863/000005086326000079/intc-20260328.htm","sourceTitle":"Intel Q1 2026 Form 10-Q","page":"Supplemental operating segment results","publishedAt":"2026-04-24","note":"Do not compare to pure-play foundry revenue."},{"companyId":"intel-foundry","period":"2025-Q2","metric":"revenue","label":"Intel Foundry segment revenue","value":4417,"unit":"USD million","basis":"Operating segment including intersegment financial activity","scope":"Intel Foundry segment context; not standalone third-party foundry sales","status":"actual","sourceUrl":"https://www.sec.gov/Archives/edgar/data/50863/000005086326000157/intc-20260627.htm","sourceTitle":"Intel Q2 2026 Form 10-Q","page":"MD&A 31","publishedAt":"2026-07-24","note":"Direct comparative-quarter segment value."},{"companyId":"intel-foundry","period":"2026-Q2","metric":"operating_income","label":"Intel Foundry operating loss","value":-2089,"unit":"USD million","basis":"Operating segment including intersegment financial activity","scope":"Intel Foundry segment context; not standalone third-party foundry sales","status":"actual","sourceUrl":"https://www.sec.gov/Archives/edgar/data/50863/000005086326000157/intc-20260627.htm","sourceTitle":"Intel Q2 2026 Form 10-Q","page":"MD&A 31","publishedAt":"2026-07-24","note":"Negative value is issuer-reported segment operating loss."},{"companyId":"intel-foundry","period":"2026-Q1","metric":"operating_income","label":"Intel Foundry operating loss","value":-2437,"unit":"USD million","basis":"Operating segment including intersegment financial activity","scope":"Intel Foundry segment context; not standalone third-party foundry sales","status":"actual","sourceUrl":"https://www.sec.gov/Archives/edgar/data/50863/000005086326000079/intc-20260328.htm","sourceTitle":"Intel Q1 2026 Form 10-Q","page":"Supplemental operating segment results","publishedAt":"2026-04-24","note":"Negative value is issuer-reported segment operating loss."},{"companyId":"intel-foundry","period":"2025-Q2","metric":"operating_income","label":"Intel Foundry operating loss","value":-3168,"unit":"USD million","basis":"Operating segment including intersegment financial activity","scope":"Intel Foundry segment context; not standalone third-party foundry sales","status":"actual","sourceUrl":"https://www.sec.gov/Archives/edgar/data/50863/000005086326000157/intc-20260627.htm","sourceTitle":"Intel Q2 2026 Form 10-Q","page":"MD&A 31","publishedAt":"2026-07-24","note":"Negative value is issuer-reported segment operating loss."},{"companyId":"intel-foundry","period":"2026-Q2","metric":"external_revenue","label":"Intel Foundry external revenue","value":293,"unit":"USD million","basis":"Third-party foundry and assembly/test revenue only","scope":"Intel Foundry external revenue; excludes intersegment revenue","status":"actual","sourceUrl":"https://www.sec.gov/Archives/edgar/data/50863/000005086326000157/intc-20260627.htm","sourceTitle":"Intel Q2 2026 Form 10-Q","page":"MD&A 31","publishedAt":"2026-07-24","note":"Issuer explicitly distinguishes US$293M external revenue from US$5.765B segment revenue."},{"companyId":"intel-foundry","period":"2026-Q1","metric":"external_revenue","label":"Intel Foundry external revenue","value":174,"unit":"USD million","basis":"Third-party foundry and assembly/test revenue only","scope":"Intel Foundry external revenue; excludes intersegment revenue","status":"actual","sourceUrl":"https://www.sec.gov/Archives/edgar/data/50863/000005086326000079/R12.htm","sourceTitle":"Intel Q1 2026 Form 10-Q, Note 2 Operating Segments","page":null,"publishedAt":"2026-04-24","note":"Issuer explicitly reports US$174M for the first three months of 2026."},{"companyId":"intel-foundry","period":"2025-Q2","metric":"external_revenue","label":"Intel Foundry external revenue","value":22,"unit":"USD million","basis":"Third-party foundry and assembly/test revenue only","scope":"Intel Foundry external revenue; excludes intersegment revenue","status":"derived","sourceUrl":"https://www.sec.gov/Archives/edgar/data/50863/000005086326000157/intc-20260627.htm","sourceTitle":"Intel Q2 2026 Form 10-Q","page":"MD&A 31","publishedAt":"2026-07-24","note":"Derived from issuer disclosure: Q2 2026 external revenue US$293M less the reported YoY increase of US$271M = US$22M."},{"companyId":"smic","period":"2026-Q2","metric":"operating_income","label":"Operating income","value":534.179,"unit":"USD million","basis":"Consolidated IFRS","scope":"Pure-play company total","status":"actual","sourceUrl":"https://www1.hkexnews.hk/listedco/listconews/sehk/2026/0813/2026081300353.pdf","sourceTitle":"SMIC Q2 2026 Results","page":4,"publishedAt":"2026-08-13","note":"Directly reported in Q2 2026 comparative operating-results table."},{"companyId":"smic","period":"2026-Q2","metric":"eps","label":"Diluted earnings per share","value":0.06,"unit":"USD per share","basis":"Diluted EPS","scope":"Pure-play company total","status":"actual","sourceUrl":"https://www1.hkexnews.hk/listedco/listconews/sehk/2026/0813/2026081300353.pdf","sourceTitle":"SMIC Q2 2026 Results","page":4,"publishedAt":"2026-08-13","note":"Directly reported in Q2 2026 comparative operating-results table."},{"companyId":"umc","period":"2026-Q1","metric":"revenue","label":"Consolidated revenue","value":61.04,"unit":"NTD billion","basis":"Company-reported; US$2.18B disclosed translation","scope":"Pure-play company total","status":"actual","sourceUrl":"https://www.sec.gov/Archives/edgar/data/1033767/000119312526322027/umc-ex99.htm","sourceTitle":"UMC Q2 2026 Results and Expansion Disclosure","page":null,"publishedAt":"2026-07-29","note":"Q1 2026 revenue explicitly stated in Q2 earnings release."},{"companyId":"tower","period":"2026-Q2","metric":"gross_margin","label":"Gross margin","value":29.94529200419928,"unit":"percent","basis":"Consolidated US GAAP","scope":"Pure-play specialty-foundry company total","status":"derived","sourceUrl":"https://ir.towersemi.com/node/17066/html","sourceTitle":"Tower Semiconductor Q2 and H1 2026 Interim Financial Statements","page":"F-3","publishedAt":"2026-08-17","note":"Calculated as gross_profit 137772 / revenue 460079 ×100. Native units match."},{"companyId":"tower","period":"2026-Q2","metric":"operating_margin","label":"Operating margin","value":19.624890507934506,"unit":"percent","basis":"Consolidated US GAAP","scope":"Pure-play specialty-foundry company total","status":"derived","sourceUrl":"https://ir.towersemi.com/node/17066/html","sourceTitle":"Tower Semiconductor Q2 and H1 2026 Interim Financial Statements","page":null,"publishedAt":"2026-08-17","note":"Calculated as operating_income 90290 / revenue 460079 ×100. Native units match."},{"companyId":"tower","period":"2026-Q2","metric":"net_margin","label":"Net margin attributable to company","value":19.729003062517524,"unit":"percent","basis":"Consolidated US GAAP","scope":"Pure-play specialty-foundry company total","status":"derived","sourceUrl":"https://ir.towersemi.com/node/17066/html","sourceTitle":"Tower Semiconductor Q2 and H1 2026 Interim Financial Statements","page":null,"publishedAt":"2026-08-17","note":"Calculated as net_income 90769 / revenue 460079 ×100. Native units match."},{"companyId":"tower","period":"2026-Q1","metric":"gross_margin","label":"Gross margin","value":26.823666504686543,"unit":"percent","basis":"Consolidated US GAAP","scope":"Pure-play specialty-foundry company total","status":"derived","sourceUrl":"https://ir.towersemi.com/node/17066/html","sourceTitle":"Tower Semiconductor Q2 and H1 2026 Interim Financial Statements","page":"F-3","publishedAt":"2026-08-17","note":"Calculated as gross_profit 110951 / revenue 413631 ×100. Native units match."},{"companyId":"tower","period":"2026-Q1","metric":"operating_margin","label":"Operating margin","value":15.609323285730516,"unit":"percent","basis":"Consolidated US GAAP","scope":"Pure-play specialty-foundry company total","status":"derived","sourceUrl":"https://ir.towersemi.com/node/17066/html","sourceTitle":"Tower Semiconductor Q2 and H1 2026 Interim Financial Statements","page":"F-3","publishedAt":"2026-08-17","note":"Calculated as operating_income 64565 / revenue 413631 ×100. Native units match."},{"companyId":"tower","period":"2026-Q1","metric":"net_margin","label":"Net margin attributable to company","value":15.722225848642873,"unit":"percent","basis":"Consolidated US GAAP","scope":"Pure-play specialty-foundry company total","status":"derived","sourceUrl":"https://ir.towersemi.com/node/17066/html","sourceTitle":"Tower Semiconductor Q2 and H1 2026 Interim Financial Statements","page":"F-3","publishedAt":"2026-08-17","note":"Calculated as net_income 65032 / revenue 413631 ×100. Native units match."},{"companyId":"tower","period":"2025-Q2","metric":"gross_margin","label":"Gross margin","value":21.508838604422394,"unit":"percent","basis":"Consolidated US GAAP","scope":"Pure-play specialty-foundry company total","status":"derived","sourceUrl":"https://ir.towersemi.com/node/17066/html","sourceTitle":"Tower Semiconductor Q2 and H1 2026 Interim Financial Statements","page":"F-3","publishedAt":"2026-08-17","note":"Calculated as gross_profit 80026 / revenue 372061 ×100. Native units match."},{"companyId":"tower","period":"2025-Q2","metric":"operating_margin","label":"Operating margin","value":10.71464087878063,"unit":"percent","basis":"Consolidated US GAAP","scope":"Pure-play specialty-foundry company total","status":"derived","sourceUrl":"https://ir.towersemi.com/node/17066/html","sourceTitle":"Tower Semiconductor Q2 and H1 2026 Interim Financial Statements","page":"F-3","publishedAt":"2026-08-17","note":"Calculated as operating_income 39865 / revenue 372061 ×100. Native units match."},{"companyId":"tower","period":"2025-Q2","metric":"net_margin","label":"Net margin attributable to company","value":12.511658034569601,"unit":"percent","basis":"Consolidated US GAAP","scope":"Pure-play specialty-foundry company total","status":"derived","sourceUrl":"https://ir.towersemi.com/node/17066/html","sourceTitle":"Tower Semiconductor Q2 and H1 2026 Interim Financial Statements","page":"F-3","publishedAt":"2026-08-17","note":"Calculated as net_income 46551 / revenue 372061 ×100. Native units match."}],"mix":[{"companyId":"tsmc","period":"2026-Q2","dimension":"node","label":"2nm","sharePct":3,"growthQoqPct":null,"sourceUrl":"https://investor.tsmc.com/english/encrypt/files/encrypt_file/reports/2026-07/0e4d9625c9ef46521afd54002f835e45a9035043/2Q26%20Presentation%20%28E%29.pdf","sourceTitle":"TSMC 2026 Second Quarter Earnings Conference","page":5,"publishedAt":"2026-07-16","note":"Share of wafer revenue; do not apply to consolidated net revenue."},{"companyId":"tsmc","period":"2026-Q2","dimension":"node","label":"3nm","sharePct":30,"growthQoqPct":null,"sourceUrl":"https://investor.tsmc.com/english/encrypt/files/encrypt_file/reports/2026-07/0e4d9625c9ef46521afd54002f835e45a9035043/2Q26%20Presentation%20%28E%29.pdf","sourceTitle":"TSMC 2026 Second Quarter Earnings Conference","page":5,"publishedAt":"2026-07-16","note":"Share of wafer revenue."},{"companyId":"tsmc","period":"2026-Q2","dimension":"node","label":"5nm","sharePct":33,"growthQoqPct":null,"sourceUrl":"https://investor.tsmc.com/english/encrypt/files/encrypt_file/reports/2026-07/0e4d9625c9ef46521afd54002f835e45a9035043/2Q26%20Presentation%20%28E%29.pdf","sourceTitle":"TSMC 2026 Second Quarter Earnings Conference","page":5,"publishedAt":"2026-07-16","note":"Share of wafer revenue."},{"companyId":"tsmc","period":"2026-Q2","dimension":"platform","label":"HPC","sharePct":66,"growthQoqPct":20,"sourceUrl":"https://investor.tsmc.com/english/encrypt/files/encrypt_file/reports/2026-07/0e4d9625c9ef46521afd54002f835e45a9035043/2Q26%20Presentation%20%28E%29.pdf","sourceTitle":"TSMC 2026 Second Quarter Earnings Conference","page":6,"publishedAt":"2026-07-16","note":"Revenue by Platform; QoQ growth."},{"companyId":"tsmc","period":"2026-Q2","dimension":"platform","label":"Smartphone","sharePct":22,"growthQoqPct":-4,"sourceUrl":"https://investor.tsmc.com/english/encrypt/files/encrypt_file/reports/2026-07/0e4d9625c9ef46521afd54002f835e45a9035043/2Q26%20Presentation%20%28E%29.pdf","sourceTitle":"TSMC 2026 Second Quarter Earnings Conference","page":6,"publishedAt":"2026-07-16","note":"Revenue by Platform; QoQ growth."},{"companyId":"tsmc","period":"2026-Q2","dimension":"platform","label":"IoT","sharePct":5,"growthQoqPct":4,"sourceUrl":"https://investor.tsmc.com/english/encrypt/files/encrypt_file/reports/2026-07/0e4d9625c9ef46521afd54002f835e45a9035043/2Q26%20Presentation%20%28E%29.pdf","sourceTitle":"TSMC 2026 Second Quarter Earnings Conference","page":6,"publishedAt":"2026-07-16","note":"Revenue by Platform; QoQ 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Process family names are not interchangeable with other foundries node labels.","sourceIds":["intel-ir"]},{"id":"intel-foundry-platform-q226:0","companyId":"intel-foundry","period":"2026-Q2","dimension":"platform","label":"Client / internal","sharePct":66.44232437120554,"lowPct":47.45880312228968,"highPct":80.67996530789246,"growthQoqPct":null,"evidenceClass":"estimate","researchAgent":"VLSI ASTRIA","modelVersion":"astria-foundry-sensitivity-1.0","methodId":"intel-foundry-platform-q226","basis":"Intel Foundry segment revenue including internal transfers; external customer end uses remain aggregated","confidence":"low","note":"Assume 70% of internal manufacturing revenue serves client products; sensitivity50–85%. Not inferred from CCG product sales.","sourceIds":["intel-ir"]},{"id":"intel-foundry-platform-q226:1","companyId":"intel-foundry","period":"2026-Q2","dimension":"platform","label":"Data center / other internal","sharePct":28.475281873373806,"lowPct":14.237640936686903,"highPct":47.45880312228968,"growthQoqPct":null,"evidenceClass":"estimate","researchAgent":"VLSI ASTRIA","modelVersion":"astria-foundry-sensitivity-1.0","methodId":"intel-foundry-platform-q226","basis":"Intel Foundry segment revenue including internal transfers; external customer end uses remain aggregated","confidence":"low","note":"Residual internal allocation; product revenue and manufacturing transfer revenue differ.","sourceIds":["intel-ir"]},{"id":"intel-foundry-platform-q226:2","companyId":"intel-foundry","period":"2026-Q2","dimension":"platform","label":"External customers","sharePct":5.082393755420641,"lowPct":5.082393755420641,"highPct":5.082393755420641,"growthQoqPct":null,"evidenceClass":"estimate","researchAgent":"VLSI ASTRIA","modelVersion":"astria-foundry-sensitivity-1.0","methodId":"intel-foundry-platform-q226","basis":"Intel Foundry segment revenue including internal transfers; external customer end uses remain aggregated","confidence":"low","note":"Fixed at reported external revenue293 / segment revenue5765. Includes all external end uses.","sourceIds":["intel-ir"]},{"id":"globalfoundries-node-q226:0","companyId":"globalfoundries","period":"2026-Q2","dimension":"node","label":"12/14nm FinFET","sharePct":18,"lowPct":6.015037593984962,"highPct":40,"growthQoqPct":null,"evidenceClass":"estimate","researchAgent":"VLSI ASTRIA","modelVersion":"astria-foundry-sensitivity-1.0","methodId":"globalfoundries-node-q226","basis":"Wafer-manufacturing revenue only; excludes Technology Services","confidence":"low","note":"Positive production footprint at Malta; portfolio presence does not reveal revenue share.","sourceIds":["gf-annual","gf-deck"]},{"id":"globalfoundries-node-q226:1","companyId":"globalfoundries","period":"2026-Q2","dimension":"node","label":"22/28nm CMOS / FDX","sharePct":27,"lowPct":11.538461538461538,"highPct":51.28205128205128,"growthQoqPct":null,"evidenceClass":"estimate","researchAgent":"VLSI ASTRIA","modelVersion":"astria-foundry-sensitivity-1.0","methodId":"globalfoundries-node-q226","basis":"Wafer-manufacturing revenue only; excludes Technology Services","confidence":"low","note":"FDX and28nm production receive broad weights reflecting their multi-market role.","sourceIds":["gf-annual","gf-deck"]},{"id":"globalfoundries-node-q226:2","companyId":"globalfoundries","period":"2026-Q2","dimension":"node","label":"40–90nm CMOS","sharePct":30,"lowPct":14.0625,"highPct":56.25,"growthQoqPct":null,"evidenceClass":"estimate","researchAgent":"VLSI ASTRIA","modelVersion":"astria-foundry-sensitivity-1.0","methodId":"globalfoundries-node-q226","basis":"Wafer-manufacturing revenue only; excludes Technology Services","confidence":"low","note":"Broad mature-node portfolio assumption, separate from the specialty residual.","sourceIds":["gf-annual","gf-deck"]},{"id":"globalfoundries-node-q226:3","companyId":"globalfoundries","period":"2026-Q2","dimension":"node","label":"Older CMOS / specialty","sharePct":25,"lowPct":9.448818897637794,"highPct":49.382716049382715,"growthQoqPct":null,"evidenceClass":"estimate","researchAgent":"VLSI ASTRIA","modelVersion":"astria-foundry-sensitivity-1.0","methodId":"globalfoundries-node-q226","basis":"Wafer-manufacturing revenue only; excludes Technology Services","confidence":"low","note":"All remaining nodes and non-CMOS specialty families are assigned here once.","sourceIds":["gf-annual","gf-deck"]},{"id":"tower-node-q226:0","companyId":"tower","period":"2026-Q2","dimension":"node","label":"SiPh / SiGe","sharePct":52,"lowPct":28.000000000000004,"highPct":76.47058823529412,"growthQoqPct":null,"evidenceClass":"estimate","researchAgent":"VLSI ASTRIA","modelVersion":"astria-foundry-sensitivity-1.0","methodId":"tower-node-q226","basis":"Consolidated wafer technology revenue; specialty platforms are not nominal node sizes","confidence":"low","note":"RF infrastructure49% anchors the dominant demand pool; cross-market technology mapping52% is a judgement bridge.","sourceIds":["tower-call"]},{"id":"tower-node-q226:1","companyId":"tower","period":"2026-Q2","dimension":"node","label":"RF SOI","sharePct":12,"lowPct":3.6231884057971016,"highPct":30.555555555555557,"growthQoqPct":null,"evidenceClass":"estimate","researchAgent":"VLSI ASTRIA","modelVersion":"astria-foundry-sensitivity-1.0","methodId":"tower-node-q226","basis":"Consolidated wafer technology revenue; specialty platforms are not nominal node sizes","confidence":"low","note":"RF mobile12% is a demand anchor; the assumed platform share need not equal end-market share.","sourceIds":["tower-call"]},{"id":"tower-node-q226:2","companyId":"tower","period":"2026-Q2","dimension":"node","label":"BCD / power","sharePct":14.000000000000002,"lowPct":5.072463768115942,"highPct":33.33333333333333,"growthQoqPct":null,"evidenceClass":"estimate","researchAgent":"VLSI ASTRIA","modelVersion":"astria-foundry-sensitivity-1.0","methodId":"tower-node-q226","basis":"Consolidated wafer technology revenue; specialty platforms are not nominal node sizes","confidence":"low","note":"Power14% is an anchor; BCD also serves other end markets.","sourceIds":["tower-call"]},{"id":"tower-node-q226:3","companyId":"tower","period":"2026-Q2","dimension":"node","label":"CMOS / sensors","sharePct":12,"lowPct":3.6231884057971016,"highPct":30.555555555555557,"growthQoqPct":null,"evidenceClass":"estimate","researchAgent":"VLSI ASTRIA","modelVersion":"astria-foundry-sensitivity-1.0","methodId":"tower-node-q226","basis":"Consolidated wafer technology revenue; specialty platforms are not nominal node sizes","confidence":"low","note":"Sensor/display12% anchors a broad CMOS assumption.","sourceIds":["tower-call"]},{"id":"tower-node-q226:4","companyId":"tower","period":"2026-Q2","dimension":"node","label":"Other platforms","sharePct":10,"lowPct":2.2058823529411766,"highPct":29.72972972972973,"growthQoqPct":null,"evidenceClass":"estimate","researchAgent":"VLSI ASTRIA","modelVersion":"astria-foundry-sensitivity-1.0","methodId":"tower-node-q226","basis":"Consolidated wafer technology revenue; specialty platforms are not nominal node sizes","confidence":"low","note":"Residual without duplicating the four named technology families.","sourceIds":["tower-call"]},{"id":"samsung-foundry-wafer-diameter-q226:0","companyId":"samsung-foundry","period":"2026-Q2","dimension":"wafer-diameter","label":"300mm","sharePct":95,"lowPct":85,"highPct":99,"growthQoqPct":null,"evidenceClass":"estimate","researchAgent":"VLSI ASTRIA","modelVersion":"astria-foundry-sensitivity-1.0","methodId":"samsung-foundry-wafer-diameter-q226","basis":"Wafer-manufacturing revenue only; excludes non-wafer services","confidence":"low","note":"ASTRIA diameter-revenue assumption constrained only by the disclosed footprint; no equal weighting of fabs.","sourceIds":["samsung-footprint"]},{"id":"samsung-foundry-wafer-diameter-q226:1","companyId":"samsung-foundry","period":"2026-Q2","dimension":"wafer-diameter","label":"200mm","sharePct":5,"lowPct":1,"highPct":15,"growthQoqPct":null,"evidenceClass":"estimate","researchAgent":"VLSI ASTRIA","modelVersion":"astria-foundry-sensitivity-1.0","methodId":"samsung-foundry-wafer-diameter-q226","basis":"Wafer-manufacturing revenue only; excludes non-wafer services","confidence":"low","note":"Complementary share within the two-diameter model; all non-wafer business is excluded.","sourceIds":["samsung-footprint"]},{"id":"globalfoundries-wafer-diameter-q226:0","companyId":"globalfoundries","period":"2026-Q2","dimension":"wafer-diameter","label":"300mm","sharePct":80,"lowPct":65,"highPct":90,"growthQoqPct":null,"evidenceClass":"estimate","researchAgent":"VLSI ASTRIA","modelVersion":"astria-foundry-sensitivity-1.0","methodId":"globalfoundries-wafer-diameter-q226","basis":"Wafer-manufacturing revenue only; excludes non-wafer services","confidence":"low","note":"ASTRIA diameter-revenue assumption constrained only by the disclosed footprint; no equal weighting of fabs.","sourceIds":["gf-annual"]},{"id":"globalfoundries-wafer-diameter-q226:1","companyId":"globalfoundries","period":"2026-Q2","dimension":"wafer-diameter","label":"200mm","sharePct":20,"lowPct":10,"highPct":35,"growthQoqPct":null,"evidenceClass":"estimate","researchAgent":"VLSI ASTRIA","modelVersion":"astria-foundry-sensitivity-1.0","methodId":"globalfoundries-wafer-diameter-q226","basis":"Wafer-manufacturing revenue only; excludes non-wafer services","confidence":"low","note":"Complementary share within the two-diameter model; all non-wafer business is excluded.","sourceIds":["gf-annual"]},{"id":"tower-wafer-diameter-q226:0","companyId":"tower","period":"2026-Q2","dimension":"wafer-diameter","label":"300mm","sharePct":40,"lowPct":20,"highPct":60,"growthQoqPct":null,"evidenceClass":"estimate","researchAgent":"VLSI ASTRIA","modelVersion":"astria-foundry-sensitivity-1.0","methodId":"tower-wafer-diameter-q226","basis":"Wafer-manufacturing revenue only; 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excludes non-wafer services","confidence":"low","note":"300mm-only modeled logic-wafer scope is a fixed assumption, not a measured company-wide diameter share.","sourceIds":["intel-ir"]},{"id":"intel-foundry-wafer-diameter-q226:1","companyId":"intel-foundry","period":"2026-Q2","dimension":"wafer-diameter","label":"200mm","sharePct":0,"lowPct":0,"highPct":0,"growthQoqPct":null,"evidenceClass":"estimate","researchAgent":"VLSI ASTRIA","modelVersion":"astria-foundry-sensitivity-1.0","methodId":"intel-foundry-wafer-diameter-q226","basis":"Wafer-manufacturing revenue only; excludes non-wafer services","confidence":"low","note":"Complementary share within the two-diameter model; all non-wafer business is excluded.","sourceIds":["intel-ir"]}],"scalars":[{"id":"samsung-foundry-revenue-q226","companyId":"samsung-foundry","period":"2026-Q2","metric":"revenue","label":"Foundry revenue bridge","value":3260,"low":2934,"high":3586,"unit":"USD million","basis":"Foundry excluding System LSI; third-party benchmark with analyst sensitivity","method":"TrendForce benchmark USD3260m × (0.9 / 1.0 / 1.1)","inputs":{"thirdPartyRevenueUsdMillion":3260,"sensitivityMultiplier":{"low":0.9,"base":1,"high":1.1}},"sourceIds":["samsung-tf"],"evidenceClass":"estimate","confidence":"low","researchAgent":"VLSI ASTRIA","modelVersion":"astria-foundry-sensitivity-1.0","limitation":"The center reproduces the cited third-party estimate. Only the ±10% sensitivity band is ASTRIA judgement; this is not an independent revenue measurement."},{"id":"samsung-foundry-wafer_shipments-q226","companyId":"samsung-foundry","period":"2026-Q2","metric":"wafer_shipments","label":"Implied wafer shipments","value":461.4153846153846,"low":277.1,"high":702.856,"unit":"thousand 300mm-equivalent wafers","basis":"Revenue-implied output; not physical 300mm wafer counts","method":"Revenue (USD m) × 1000 × wafer-service fraction ÷ assumed USD per 300mm-equivalent wafer","inputs":{"revenueUsdMillion":{"low":2934,"base":3260,"high":3586},"waferRevenueFraction":{"low":0.85,"base":0.92,"high":0.98},"aspUsdPer300mmEquivalent":{"low":5000,"base":6500,"high":9000}},"sourceIds":["samsung-tf","samsung-ir"],"evidenceClass":"estimate","confidence":"low","researchAgent":"VLSI ASTRIA","modelVersion":"astria-foundry-sensitivity-1.0","limitation":"ASP and wafer-service fractions are explicit, uncalibrated assumptions. Intel transfer pricing is not an external market ASP. Revenue recognition, work in progress and yield can disconnect these implied volumes from shipments."},{"id":"intel-foundry-wafer_shipments-q226","companyId":"intel-foundry","period":"2026-Q2","metric":"wafer_shipments","label":"Implied wafer shipments","value":508.6764705882353,"low":288.25,"high":864.75,"unit":"thousand 300mm-equivalent wafers","basis":"Revenue-implied output; not physical 300mm wafer counts","method":"Revenue (USD m) × 1000 × wafer-service fraction ÷ assumed USD per 300mm-equivalent wafer","inputs":{"revenueUsdMillion":{"low":5765,"base":5765,"high":5765},"waferRevenueFraction":{"low":0.6,"base":0.75,"high":0.9},"aspUsdPer300mmEquivalent":{"low":6000,"base":8500,"high":12000}},"sourceIds":["intel-ir"],"evidenceClass":"estimate","confidence":"low","researchAgent":"VLSI ASTRIA","modelVersion":"astria-foundry-sensitivity-1.0","limitation":"ASP and wafer-service fractions are explicit, uncalibrated assumptions. Intel transfer pricing is not an external market ASP. Revenue recognition, work in progress and yield can disconnect these implied volumes from shipments."},{"id":"tower-wafer_shipments-q226","companyId":"tower","period":"2026-Q2","metric":"wafer_shipments","label":"Implied wafer shipments","value":148.75887666666668,"low":100.77920952380953,"high":209.12681818181818,"unit":"thousand 300mm-equivalent wafers","basis":"Revenue-implied output; not physical 300mm wafer counts","method":"Revenue (USD m) × 1000 × wafer-service fraction ÷ assumed USD per 300mm-equivalent wafer","inputs":{"revenueUsdMillion":{"low":460.079,"base":460.079,"high":460.079},"waferRevenueFraction":{"low":0.92,"base":0.97,"high":1},"aspUsdPer300mmEquivalent":{"low":2200,"base":3000,"high":4200}},"sourceIds":["tower-call","tower-filing"],"evidenceClass":"estimate","confidence":"low","researchAgent":"VLSI ASTRIA","modelVersion":"astria-foundry-sensitivity-1.0","limitation":"ASP and wafer-service fractions are explicit, uncalibrated assumptions. Intel transfer pricing is not an external market ASP. Revenue recognition, work in progress and yield can disconnect these implied volumes from shipments."},{"id":"globalfoundries-shipment_capacity_proxy-q226","companyId":"globalfoundries","period":"2026-Q2","metric":"shipment_capacity_proxy","label":"Shipment / installed-capacity proxy","value":89.28571428571429,"low":85.03401360544217,"high":93.98496240601504,"unit":"percent","basis":"Q2 shipments divided by one quarter of FY2025 installed annual capacity","method":"625k ÷ (2800k × capacity multiplier ÷ 4) × 100","inputs":{"shipments300mmEquivalentK":625,"annualCapacity300mmEquivalentK":2800,"capacityMultiplier":{"low":0.95,"base":1,"high":1.05}},"sourceIds":["gf-release","gf-annual"],"evidenceClass":"estimate","confidence":"low","researchAgent":"VLSI ASTRIA","modelVersion":"astria-foundry-sensitivity-1.0","limitation":"A throughput proxy, not issuer-reported fab utilization. Assumes the annual capacity denominator is on the same 300mm-equivalent basis and varies it ±5%; wafer starts, cycle time, product mix and capacity changes are not observed."},{"id":"tower-utilization-q226","companyId":"tower","period":"2026-Q2","metric":"utilization","label":"Capacity-weighted utilization estimate","value":85.3125,"low":77.25,"high":90.25,"unit":"percent","basis":"Assumed capacity-area weights across disclosed fab-utilization ranges","method":"300mm capacity weight × 300mm utilization + remaining weight × 200mm utilization","inputs":{"capacity300mmWeight":{"low":0.15,"base":0.25,"high":0.35},"utilization200mm":{"low":75,"base":81.25,"high":85},"utilization300mm":{"low":90,"base":97.5,"high":100}},"sourceIds":["tower-call"],"evidenceClass":"estimate","confidence":"low","researchAgent":"VLSI ASTRIA","modelVersion":"astria-foundry-sensitivity-1.0","limitation":"Fab capacity weights and the 300mm numerical range are judgement assumptions. The issuer reports individual fab utilization, not this weighted company-wide figure."}],"waferOutput":[{"companyId":"samsung-foundry","period":"2026-Q2","evidenceClass":"estimate","modelVersion":"astria-foundry-sensitivity-1.0","methodId":"samsung-foundry-wafer-diameter-q226","sourceIds":["samsung-footprint"],"asp300To200":{"low":4,"base":6,"high":8},"revenue300Pct":{"low":85,"base":95,"high":99},"count300Pct":{"low":41.46341463414634,"base":76,"high":96.11650485436894},"area300Pct":{"low":61.44578313253012,"base":87.6923076923077,"high":98.23594266813672}},{"companyId":"globalfoundries","period":"2026-Q2","evidenceClass":"estimate","modelVersion":"astria-foundry-sensitivity-1.0","methodId":"globalfoundries-wafer-diameter-q226","sourceIds":["gf-annual"],"asp300To200":{"low":1.5,"base":2.5,"high":3.5},"revenue300Pct":{"low":65,"base":80,"high":90},"count300Pct":{"low":34.66666666666667,"base":61.53846153846154,"high":85.71428571428571},"area300Pct":{"low":54.4186046511628,"base":78.26086956521739,"high":93.10344827586206}},{"companyId":"tower","period":"2026-Q2","evidenceClass":"estimate","modelVersion":"astria-foundry-sensitivity-1.0","methodId":"tower-wafer-diameter-q226","sourceIds":["tower-call"],"asp300To200":{"low":1.5,"base":2.5,"high":4},"revenue300Pct":{"low":20,"base":40,"high":60},"count300Pct":{"low":5.88235294117647,"base":21.052631578947366,"high":50},"area300Pct":{"low":12.328767123287669,"base":37.50000000000001,"high":69.23076923076923}},{"companyId":"intel-foundry","period":"2026-Q2","evidenceClass":"estimate","modelVersion":"astria-foundry-sensitivity-1.0","methodId":"intel-foundry-wafer-diameter-q226","sourceIds":["intel-ir"],"asp300To200":{"low":1,"base":1,"high":1},"revenue300Pct":{"low":100,"base":100,"high":100},"count300Pct":{"low":100,"base":100,"high":100},"area300Pct":{"low":100,"base":100,"high":100}}],"models":[{"id":"samsung-foundry-node-q226","companyId":"samsung-foundry","period":"2026-Q2","dimension":"node","title":"Samsung process-family revenue estimate","basis":"Wafer-manufacturing revenue only; excludes System LSI and non-wafer services","method":"Normalize explicit analyst allocation weights; vary one category against all remaining categories to bound its share.","categories":[{"label":"2/3nm family","low":3,"base":15,"high":25,"rationale":"Early-ramp share assumed below the established 4/5nm base; H2 targets are not counted as completed Q2 output.","sourceIds":["samsung-ir","samsung-tf"]},{"label":"4–7nm family","low":25,"base":40,"high":55,"rationale":"Largest model weight reflects reported advanced-process and HBM-base-die orders; exact contribution remains an assumption.","sourceIds":["samsung-ir","samsung-tf"]},{"label":"8–22nm family","low":12,"base":25,"high":38,"rationale":"Assumed continuing mature FinFET mobile and consumer portfolio.","sourceIds":["samsung-ir","samsung-tf"]},{"label":"28nm and older","low":8,"base":20,"high":35,"rationale":"Residual mature CMOS and specialty portfolio; no fab-count weighting.","sourceIds":["samsung-ir","samsung-tf"]}],"limitation":"Scenario-conditioned allocation. Quantitative weights are ASTRIA judgement, not measured capacity or statistically fitted estimates. Product announcements constrain the eligible families but do not identify their shares."},{"id":"samsung-foundry-platform-q226","companyId":"samsung-foundry","period":"2026-Q2","dimension":"platform","title":"Samsung end-market revenue estimate","basis":"Samsung Foundry revenue; excludes System LSI; each product assigned to one end market","method":"Normalize explicit analyst allocation weights; vary one category against all remaining categories to bound its share.","categories":[{"label":"Mobile / wearables","low":35,"base":55,"high":70,"rationale":"Mobile remains the largest judgement weight; announced products do not reveal booked revenue.","sourceIds":["samsung-ir","samsung-tf"]},{"label":"AI / HPC / memory logic","low":8,"base":20,"high":35,"rationale":"Includes foundry-fabricated HBM logic base dies; excludes DRAM memory revenue.","sourceIds":["samsung-ir","samsung-tf"]},{"label":"Consumer / connectivity","low":5,"base":15,"high":25,"rationale":"Assumed mature-node TV, connectivity and consumer contribution.","sourceIds":["samsung-ir","samsung-tf"]},{"label":"Automotive / industrial","low":3,"base":10,"high":20,"rationale":"Assumed residual specialty demand; not a disclosed customer mix.","sourceIds":["samsung-ir","samsung-tf"]}],"limitation":"Scenario-conditioned allocation. Quantitative weights are ASTRIA judgement, not measured capacity or statistically fitted estimates. Product announcements constrain the eligible families but do not identify their shares."},{"id":"intel-foundry-node-q226","companyId":"intel-foundry","period":"2026-Q2","dimension":"node","title":"Intel process-family revenue estimate","basis":"Modeled wafer-manufacturing share within Intel Foundry; includes internal transfers and excludes packaging/test allocation","method":"Normalize explicit analyst allocation weights; vary one category against all remaining categories to bound its share.","categories":[{"label":"Intel 18A","low":3,"base":10,"high":20,"rationale":"Early-ramp weight; higher-volume direction comes from Q2 MD&A, share is assumed.","sourceIds":["intel-ir"]},{"label":"Intel 3 / Intel 4","low":15,"base":30,"high":45,"rationale":"Grouped because the filing identifies both as growth contributors without a split.","sourceIds":["intel-ir"]},{"label":"Intel 7","low":25,"base":40,"high":60,"rationale":"Legacy high-volume client/server family receives the largest assumed weight.","sourceIds":["intel-ir"]},{"label":"Older / specialty","low":8,"base":20,"high":35,"rationale":"Residual manufacturing portfolio. Process family names are not interchangeable with other foundries node labels.","sourceIds":["intel-ir"]}],"limitation":"Scenario-conditioned allocation. Quantitative weights are ASTRIA judgement, not measured capacity or statistically fitted estimates. Product announcements constrain the eligible families but do not identify their shares."},{"id":"intel-foundry-platform-q226","companyId":"intel-foundry","period":"2026-Q2","dimension":"platform","title":"Intel customer-use allocation estimate","basis":"Intel Foundry segment revenue including internal transfers; external customer end uses remain aggregated","method":"Normalize explicit analyst allocation weights; vary one category against all remaining categories to bound its share.","categories":[{"label":"Client / internal","low":50,"base":70,"high":85,"rationale":"Assume 70% of internal manufacturing revenue serves client products; sensitivity50–85%. Not inferred from CCG product sales.","sourceIds":["intel-ir"]},{"label":"Data center / other internal","low":15,"base":30,"high":50,"rationale":"Residual internal allocation; product revenue and manufacturing transfer revenue differ.","sourceIds":["intel-ir"]},{"label":"External customers","low":1,"base":1,"high":1,"rationale":"Fixed at reported external revenue293 / segment revenue5765. Includes all external end uses.","sourceIds":["intel-ir"],"fixedSharePct":5.082393755420641}],"limitation":"Scenario-conditioned allocation. Quantitative weights are ASTRIA judgement, not measured capacity or statistically fitted estimates. Product announcements constrain the eligible families but do not identify their shares."},{"id":"globalfoundries-node-q226","companyId":"globalfoundries","period":"2026-Q2","dimension":"node","title":"GlobalFoundries process-family revenue estimate","basis":"Wafer-manufacturing revenue only; excludes Technology Services","method":"Normalize explicit analyst allocation weights; vary one category against all remaining categories to bound its share.","categories":[{"label":"12/14nm FinFET","low":8,"base":18,"high":30,"rationale":"Positive production footprint at Malta; portfolio presence does not reveal revenue share.","sourceIds":["gf-annual","gf-deck"]},{"label":"22/28nm CMOS / FDX","low":15,"base":27,"high":40,"rationale":"FDX and28nm production receive broad weights reflecting their multi-market role.","sourceIds":["gf-annual","gf-deck"]},{"label":"40–90nm CMOS","low":18,"base":30,"high":45,"rationale":"Broad mature-node portfolio assumption, separate from the specialty residual.","sourceIds":["gf-annual","gf-deck"]},{"label":"Older CMOS / specialty","low":12,"base":25,"high":40,"rationale":"All remaining nodes and non-CMOS specialty families are assigned here once.","sourceIds":["gf-annual","gf-deck"]}],"limitation":"Scenario-conditioned allocation. Quantitative weights are ASTRIA judgement, not measured capacity or statistically fitted estimates. Product announcements constrain the eligible families but do not identify their shares."},{"id":"tower-node-q226","companyId":"tower","period":"2026-Q2","dimension":"node","title":"Tower technology-platform revenue estimate","basis":"Consolidated wafer technology revenue; specialty platforms are not nominal node sizes","method":"Normalize explicit analyst allocation weights; vary one category against all remaining categories to bound its share.","categories":[{"label":"SiPh / SiGe","low":35,"base":52,"high":65,"rationale":"RF infrastructure49% anchors the dominant demand pool; cross-market technology mapping52% is a judgement bridge.","sourceIds":["tower-call"]},{"label":"RF SOI","low":5,"base":12,"high":22,"rationale":"RF mobile12% is a demand anchor; the assumed platform share need not equal end-market share.","sourceIds":["tower-call"]},{"label":"BCD / power","low":7,"base":14,"high":24,"rationale":"Power14% is an anchor; BCD also serves other end markets.","sourceIds":["tower-call"]},{"label":"CMOS / sensors","low":5,"base":12,"high":22,"rationale":"Sensor/display12% anchors a broad CMOS assumption.","sourceIds":["tower-call"]},{"label":"Other platforms","low":3,"base":10,"high":22,"rationale":"Residual without duplicating the four named technology families.","sourceIds":["tower-call"]}],"limitation":"Scenario-conditioned allocation. Quantitative weights are ASTRIA judgement, not measured capacity or statistically fitted estimates. Product announcements constrain the eligible families but do not identify their shares."},{"id":"samsung-foundry-wafer-diameter-q226","companyId":"samsung-foundry","period":"2026-Q2","dimension":"wafer-diameter","title":"samsung-foundry wafer-diameter revenue estimate","basis":"Wafer-manufacturing revenue only; excludes non-wafer services","method":"Normalize explicit analyst allocation weights; vary one category against all remaining categories to bound its share.","categories":[{"label":"300mm","low":85,"base":95,"high":99,"rationale":"ASTRIA diameter-revenue assumption constrained only by the disclosed footprint; no equal weighting of fabs.","sourceIds":["samsung-footprint"]},{"label":"200mm","low":1,"base":5,"high":15,"rationale":"Complementary share within the two-diameter model; all non-wafer business is excluded.","sourceIds":["samsung-footprint"]}],"limitation":"A physical count cannot be read from revenue share. The separate output-mix estimate also requires a 300mm/200mm ASP-ratio assumption. ASTRIA diameter-revenue assumption constrained only by the disclosed footprint; no equal weighting of fabs."},{"id":"globalfoundries-wafer-diameter-q226","companyId":"globalfoundries","period":"2026-Q2","dimension":"wafer-diameter","title":"globalfoundries wafer-diameter revenue estimate","basis":"Wafer-manufacturing revenue only; excludes non-wafer services","method":"Normalize explicit analyst allocation weights; vary one category against all remaining categories to bound its share.","categories":[{"label":"300mm","low":65,"base":80,"high":90,"rationale":"ASTRIA diameter-revenue assumption constrained only by the disclosed footprint; no equal weighting of fabs.","sourceIds":["gf-annual"]},{"label":"200mm","low":10,"base":20,"high":35,"rationale":"Complementary share within the two-diameter model; all non-wafer business is excluded.","sourceIds":["gf-annual"]}],"limitation":"A physical count cannot be read from revenue share. The separate output-mix estimate also requires a 300mm/200mm ASP-ratio assumption. ASTRIA diameter-revenue assumption constrained only by the disclosed footprint; no equal weighting of fabs."},{"id":"tower-wafer-diameter-q226","companyId":"tower","period":"2026-Q2","dimension":"wafer-diameter","title":"tower wafer-diameter revenue estimate","basis":"Wafer-manufacturing revenue only; excludes non-wafer services","method":"Normalize explicit analyst allocation weights; vary one category against all remaining categories to bound its share.","categories":[{"label":"300mm","low":20,"base":40,"high":60,"rationale":"ASTRIA diameter-revenue assumption constrained only by the disclosed footprint; no equal weighting of fabs.","sourceIds":["tower-call"]},{"label":"200mm","low":40,"base":60,"high":80,"rationale":"Complementary share within the two-diameter model; all non-wafer business is excluded.","sourceIds":["tower-call"]}],"limitation":"A physical count cannot be read from revenue share. The separate output-mix estimate also requires a 300mm/200mm ASP-ratio assumption. ASTRIA diameter-revenue assumption constrained only by the disclosed footprint; no equal weighting of fabs."},{"id":"intel-foundry-wafer-diameter-q226","companyId":"intel-foundry","period":"2026-Q2","dimension":"wafer-diameter","title":"intel-foundry wafer-diameter revenue estimate","basis":"Wafer-manufacturing revenue only; excludes non-wafer services","method":"Normalize explicit analyst allocation weights; vary one category against all remaining categories to bound its share.","categories":[{"label":"300mm","low":100,"base":100,"high":100,"rationale":"300mm-only modeled logic-wafer scope is a fixed assumption, not a measured company-wide diameter share.","sourceIds":["intel-ir"]},{"label":"200mm","low":0,"base":0,"high":0,"rationale":"Complementary share within the two-diameter model; all non-wafer business is excluded.","sourceIds":["intel-ir"]}],"limitation":"A physical count cannot be read from revenue share. The separate output-mix estimate also requires a 300mm/200mm ASP-ratio assumption. 300mm-only modeled logic-wafer scope is a fixed assumption, not a measured company-wide diameter share."}],"sources":[{"id":"samsung-ir","title":"Samsung Q2 2026 earnings: Foundry commentary, p7","url":"https://images.samsung.com/is/content/samsung/assets/global/ir/docs/2026_2Q_conference_eng.pdf","publishedAt":"2026-07-30","supports":"Advanced-node orders, HBM base dies, higher utilization and H2 ramp direction only; no quantitative mix."},{"id":"samsung-tf","title":"TrendForce Q2 2026 foundry survey","url":"https://www.trendforce.com/presscenter/news/20260909-13225.html","publishedAt":"2026-09-09","supports":"Samsung Foundry revenue estimate USD3.26bn. Third-party estimate, not a Samsung financial disclosure."},{"id":"intel-ir","title":"Intel Q2 2026 Form 10-Q, MD&A p31","url":"https://www.sec.gov/Archives/edgar/data/50863/000005086326000157/intc-20260627.htm","publishedAt":"2026-07-24","supports":"Segment revenue USD5765m, external revenue USD293m; higher volumes of Intel 18A/3/4. Node shares and physical wafer volumes are not disclosed."},{"id":"gf-annual","title":"GlobalFoundries FY2025 Form 20-F, pp42–43","url":"https://www.sec.gov/Archives/edgar/data/1709048/000170904826000022/gfs-20251231.htm","publishedAt":"2026-03","supports":"Approximately 2.8m annual installed wafer capacity, mixed 200/300mm footprint and production technology families. No per-node allocation."},{"id":"gf-deck","title":"GlobalFoundries Q2 2026 earnings deck, p20","url":"https://investors.gf.com/static-files/367dece5-f70e-4e66-9c9a-8e5ebde7810b","publishedAt":"2026-08-06","supports":"Q2 2026 end-market shares 36/16/19/19/11%; sum 101% due to issuer rounding. Reported, not model weights."},{"id":"gf-release","title":"GlobalFoundries Q2 2026 earnings release","url":"https://www.sec.gov/Archives/edgar/data/1709048/000170904826000218/globalfoundries2q2026earni.htm","publishedAt":"2026-08-06","supports":"625 thousand 300mm-equivalent wafers shipped. Shipments are not wafer starts."},{"id":"tower-call","title":"Tower Q2 2026 earnings call, pp3–6","url":"https://ir.towersemi.com/static-files/da25365d-20d1-4c75-83d9-93b39badcb42","publishedAt":"2026-08-04","supports":"RF infrastructure 49%, RF mobile 12%, power 14%, sensors/display 12%; 200mm utilization 80–85%, Fab5 75%, Fab7 fully utilized. Per-fab capacity weights are unknown."},{"id":"tower-filing","title":"Tower Q2 / H1 2026 interim financial statements","url":"https://ir.towersemi.com/node/17066/html","publishedAt":"2026-08-17","supports":"Current-quarter consolidated revenue USD460.079m; profit figures support calculated margins, not wafer counts."},{"id":"samsung-footprint","title":"Samsung Foundry investor presentation, 2024: manufacturing sites","url":"https://images.samsung.com/is/content/samsung/assets/global/ir/docs/Samsung_Investor_Presentation_Foundry_2024_v2.pdf","publishedAt":"2024","supports":"Identifies Line-6 as 8-inch and S1/S2 lines as 12-inch. Historical footprint evidence only; no Q2 2026 diameter revenue or capacity weights."}]},"gaps":[{"companyId":"samsung-foundry","metric":"Standalone foundry revenue, margins, EPS, cash flow, capex, wafer shipments, and revenue mix","reason":"Samsung reports Device Solutions and Memory but no standalone Foundry financials; DS-minus-Memory is not a Foundry observation. The displayed revenue center is a cited third-party estimate; ASTRIA adds a sensitivity band and conditional manufacturing-mix assumptions.","sourceUrl":"https://images.samsung.com/is/content/samsung/assets/global/ir/docs/2026_2Q_conference_eng.pdf"},{"companyId":"intel-foundry","metric":"Comparable standalone foundry revenue, margins, EPS, cash flow, capex, wafer shipments, and numeric mix","reason":"Q2 release provides an intersegment-inclusive Foundry segment, not comparable third-party foundry reporting. ASTRIA preserves disclosed external revenue and models the remaining internal allocation; estimated volume uses assumed transfer-pricing equivalents.","sourceUrl":"https://www.sec.gov/Archives/edgar/data/50863/000005086326000155/q226earningsrelease.htm"},{"companyId":"umc","metric":"Absolute Q2 2026 wafer shipments, current-quarter margins, EPS, cash flow","reason":"Primary Q2 evidence supplies revenue, utilization, shipment growth, node mix, and capex plan; unsupported absolute shipments and unextracted figures are not inferred.","sourceUrl":"https://www.sec.gov/Archives/edgar/data/1033767/000119312526322027/umc-ex99.htm"},{"companyId":"smic","metric":"Operating margin, EPS, operating cash flow, node mix","reason":"Q2 primary evidence supports cited IFRS profit, gross margin, shipments, capacity, capex, application and wafer-size mix; no comparable numeric node table is represented.","sourceUrl":"https://www1.hkexnews.hk/listedco/listconews/sehk/2026/0813/2026081300353.pdf"},{"companyId":"globalfoundries","metric":"Numeric process-node and wafer-diameter mix; reported fab utilization","reason":"Q2 end-market shares are reported, including issuer rounding to 101%. Process-node and diameter composition remain ASTRIA assumptions. Shipment / annual-capacity proxy is not reported utilization.","sourceUrl":"https://www.sec.gov/Archives/edgar/data/1709048/000170904826000218/globalfoundries2q2026earni.htm"},{"companyId":"hua-hong","metric":"Operating margin, EPS, operating cash flow, capex","reason":"Q2 evidence supports cited revenue, gross margin, attributable profit, shipments, utilization, capacity, and mix; omitted metrics are not inferred.","sourceUrl":"https://www1.hkexnews.hk/listedco/listconews/sehk/2026/0813/2026081300401.pdf"},{"companyId":"tower","metric":"Wafer shipments, capacity weights, numeric technology and wafer-diameter mix","reason":"Q2 end-market shares and individual fab utilization are disclosed; Other revenue is a calculated residual. Technology composition, shipment volume and company-wide utilization use explicit ASTRIA assumptions.","sourceUrl":"https://ir.towersemi.com/node/17066/html"}]}