Analysis as of Feb 3, 2026
Who's actually winning the foundry race?
TSMC holds ~two-thirds of the market and the yield lead; Intel is betting its comeback on 18A; Samsung trails on yield. Our read on a race where one player's dominance keeps compounding. (Our opinion, not investment advice.)
Our read — labelled opinion, not investment advice.
TSMC 
Intel 
Samsung Foundry