Taiwan's silicon foundry industry recorded US$15,131.2 million（約2.4兆円） in aggregate revenue in June 2026, up 54% year-over-year. The surge reflects strong worldwide appetite for AI chips and advanced semiconductors, with TSMC and Vanguard leading the gains. This growth underscores Taiwan's central role in the global semiconductor supply chain.
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Taiwan's silicon foundries (chip manufacturers) generated US$15,131.2 million（約2.4兆円） in aggregate revenue in June 2026, a 54.0% increase compared with June 2025 and a 5.9% rise from May 2026.
Why it matters
The sector's strong growth reflects sustained global demand for AI chips and advanced semiconductors. TSMC and Vanguard, Taiwan's two largest foundries, are driving the gains, signaling robust momentum in the worldwide chip supply chain that supports AI infrastructure and high-end computing.
What to watch
The June figures mark the latest data point in a multi-month growth trend; the sector's ability to maintain this pace depends on continued AI and advanced-node demand from global customers.
Taiwan's foundry sector posted its strongest year-over-year growth in June 2026, driven by sustained global demand for AI and advanced-node chips. The 54.0% increase from a year earlier reflects the ongoing wave of AI infrastructure investment and the migration of production to cutting-edge process nodes, areas where Taiwan's foundries maintain a competitive edge. TSMC and Vanguard, the sector's two largest players, are capturing much of this demand, consolidating Taiwan's position as the world's primary source of advanced semiconductor capacity. The month-over-month rise of 5.9% suggests the upward trajectory has remained intact through the first half of 2026, though the article does not provide forward guidance on whether this pace will persist.
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