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Global Top 10 IC Design Firms See 73% Q2 Revenue Surge as AMD Climbs to Third
Electronic Technology · Semiconductors · cnyes · 2026-09-11
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Driven by robust AI demand, the world's top 10 IC design firms reported a 73% revenue jump in Q2, with Nvidia leading the pack and AMD overtaking Qualcomm.
What Happened
AI-Driven Revenue Surge: Driven by surging demand for GPUs, CPUs, and ASICs, the global top 10 IC design firms saw their Q2 revenue climb 73% year-over-year to over $141.45 billion. Nvidia maintained its top position with a 99% revenue increase, while Broadcom recorded a massive 112% growth fueled by custom chip shipments.
Shifting Market Rankings: AMD successfully moved into the third spot, displacing Qualcomm, as its data center CPU market share continues to expand at Intel's expense. While Qualcomm slipped to fourth due to mobile market headwinds, its automotive sector remains a strong growth driver, and the company is pivoting back toward data center solutions.
Strategic Ecosystem Expansion: Nvidia is aggressively expanding its NVLink Fusion ecosystem to capture more of the ASIC market, including strategic investments in MediaTek and Marvell. Broadcom continues to benefit from high-profile partnerships with frontier model developers like OpenAI and Google, which are driving long-term demand for its custom XPU products.
Outlook for Taiwanese Players: Major Taiwanese firms including MediaTek, Realtek, and Novatek remain key players in the top 10 rankings. MediaTek is particularly optimistic about its AI ASIC business, projecting significant revenue growth from data centers by 2026 as these companies pivot toward Edge AI and high-speed networking.