Fonderie : le Chinois SMIC fait désormais presque jeu égal avec Samsung
TrendForce 最新研究显示，全球前十大全球半导体代工厂在 2026 年第二季度的合计营收创下新高，达到 535 亿美元。在这一整体增长背景下，另一项值得关注的变化是：中国晶圆代工厂 SMIC 作为全球第三大代工厂，正进一步逼近 Samsung，双方差距已缩小到几乎“并驾齐驱”的程度。
这意味着，全球代工市场的竞争格局正在继续重塑。尽管原文未披露更多细分数据，但从 TrendForce 的判断来看，SMIC 的追赶态势已成为本季度行业观察中的关键看点之一。对于全球半导体制造版图而言，这不仅反映出中国代工厂在产能与市场份额上的持续提升，也显示出头部厂商之间的竞争正在进入更胶着的阶段。
The combined revenue of the world’s ten largest semiconductor foundries reached a new record in the second quarter of 2026, climbing to $53.5 billion, according to TrendForce. The latest study also highlights a major shift in the industry hierarchy: China’s SMIC, now the world’s third-largest foundry, is closing in on Samsung.
The report suggests that SMIC is now operating at nearly the same level as Samsung in the foundry market, underscoring how quickly the Chinese manufacturer has strengthened its position. While the original article does not provide further figures in the excerpt, the TrendForce data points to continued momentum across the sector and a tightening race among the leading players.
Outre le fait que le chiffre d’affaires cumulé des dix premières fonderies mondiales de semi-conducteurs a atteint un nouveau record au deuxième trimestre 2026, à 53,5 Md$, la dernière étude de TrendForce révèle un autre point important : le Chinois SMIC, troisième fondeur mondial, se rapproche au plus près de Samsung. Selon la dernière étude […]
Cet article Fonderie : le Chinois SMIC fait désormais presque jeu égal avec Samsung a été publié par VIPress.net.
TrendForce reports SMIC (China) is closing the gap with Samsung in foundry performance, with global top-10 semiconductor foundry revenue hitting a new Q2 2026 record ($53.5B), signaling intensifying competition in leading-edge manufacturing.
SMIC — China-based semiconductor foundry; third-largest global foundry, rapidly narrowing performance gap with Samsung.
Samsung — South Korea-based semiconductor manufacturer/foundry; major benchmark competitor for SMIC in advanced process output.
TrendForce — Taiwan-based semiconductor market research firm; publishes foundry performance and revenue studies.
[Monitor] — watch whether SMIC’s “near-equal” progress translates into sustained share gains despite geopolitical and equipment constraints.