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Global Top 10 IC Design Firms See 73% Q2 Revenue Surge Driven by AI
economic_daily · 2026-09-11
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Driven by robust demand for AI-related hardware, the world's top 10 IC design firms reported a 73% revenue increase in Q2, with NVIDIA leading the pack.
What Happened
AI-Driven Revenue Growth: According to TrendForce, the top 10 global fabless IC design companies saw a 73% year-over-year revenue increase in Q2 2026, totaling over $141.45 billion. The surge is primarily fueled by explosive demand for GPUs, CPUs, ASICs, and high-speed interconnect technologies, cementing AI as the primary growth engine for the industry.
Market Leaders Dominate: NVIDIA maintains its top position with a 99% revenue jump to $91.6 billion, further increasing its market share. Broadcom secured the second spot with a 112% revenue increase, bolstered by custom chip orders from OpenAI and Google, while AMD rose to third place on the strength of its data center CPU business.
Taiwanese Firms Expand AI Footprint: Major Taiwanese players remain competitive, with MediaTek ranking fifth and raising its outlook for AI ASIC revenue. Realtek and Novatek are also making significant strides by integrating their technologies into server and Edge AI applications, respectively, to capture emerging market opportunities.
Rising Demand for Interconnects: As AI computing power scales, high-speed interconnects have become a critical focus area. Companies like Marvell are seeing strong demand for 800G and 1.6T products, illustrating that the AI ecosystem is expanding beyond core processors into transmission and power management, driving growth across the entire supply chain.