Strong AI Demand and Early Consumer Electronics Inventory Build Drive Top 10 Foundries to 3.7% QoQ Revenue Growth in 1Q26

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Jun. 15, 2026 –

TrendForce's latest investigation into the foundry industry reveals that strong shipments of AI HPC chips and related components continued throughout 1Q26. Meanwhile, TV and PC/notebook supply chains accelerated production schedules and increased inventory levels for peripheral ICs, prompting foundries to receive pull-in orders and additional customer bookings. 

Although smartphone seasonality remained a headwind, the impact was largely offset by early inventory replenishment across consumer electronics supply chains. As a result, the traditional seasonal slowdown was notably muted, with combined revenue of the world's top 10 foundries rising 3.7% QoQ to US$47.95 billion, setting another quarterly record.

Looking ahead to 2Q26, TrendForce expects the benefits from early inventory stocking by TV and PC/notebook ODMs and brands to extend for roughly another quarter. Additionally, smartphone vendors are gradually entering their new product build cycle. 

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