➀ SMIC maintains its position as the third largest global foundry for two consecutive quarters. ➁ The global foundry market saw a 9% quarter-over-quarter revenue increase in Q2 2024, driven by strong AI demand. ➂ TSMC leads with a 62% market share, benefiting from significant AI accelerator demand. ➃ Samsung and UMC also show stable market shares, with Samsung seeing growth due to smartphone inventory replenishment. ➄ Chinese foundries like SMIC and HuaHong are recovering faster than the global average, benefiting from early inventory adjustments and increased local demand.