发生了什么
Foundry industry [achieved record revenue] ($48.8B in 1Q26, +32% YoY, +3% QoQ, 9 consecutive quarters of YoY growth)
为什么值得关注
与公开已知信息相比，新增了TSMC市场集中度达95%+的具体数据及73.6%收入占比创历史新高的具体细节
信息来源
以下内容来自公开来源，可打开原文继续核验。
01
Foundry 行业记录
Foundry industry achieved record $48.8B revenue in 1Q26 with 32% YoY growth and 3% QoQ increase, marking the 9th consecutive quarter of year-over-year growth. Q2 2026 is projected at $54.7B with 29% year-over-year growth and 12% quarter-over-quarter increase, while TSMC's market concentration widened to capture 95%+ of incremental revenue, 92% of gross profit pool, and 73.6% revenue share (highest on record).
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