알파경제 - TSMC Surpasses 70% Foundry Market Share in Q2, Setting New Industry Record

Photo = TSMC Headquarters (Courtesy of TSMC)

[Alpha Biz= Paul Lee] Taiwan Semiconductor Manufacturing Company (TSMC) has surpassed the 70% mark in global foundry market share during the second quarter of 2025, reaching an all-time high as the overall foundry industry also hit record growth.



According to market research firm TrendForce, TSMC captured 70.2% of the global foundry market in Q2, up 2.6 percentage points from the previous quarter. This marks the company’s highest market share to date.



TSMC’s strong performance was driven by robust demand for AI-focused GPUs and increased notebook shipments, leading to Q2 revenue of USD 30.24 billion, an 18.5% increase quarter-over-quarter.



Samsung Electronics’ foundry division also saw gains, supported by smartphone demand and growth in Nintendo Switch 2 production. Its Q2 revenue rose 9.2% to USD 3.16 billion, although its market share dipped slightly from 7.7% to 7.3% amid broader market expansion.



China’s SMIC, meanwhile, faced production challenges in advanced nodes, along with shipment delays and average selling price (ASP) declines. Its Q2 revenue slipped 1.7% to USD 2.21 billion, with market share falling from 6.0% to 5.1%, though it retained its position as the third-largest foundry.



The global foundry market reached USD 41.7 billion in Q2, up 14.6% from the previous quarter—an all-time record. Analysts attribute the growth to China’s “old-for-new” subsidy program, along with rising demand ahead of upcoming smartphone, notebook, and server launches in the second half of the year.

알파경제 Kim Jisun (stockmk2020@alphabiz.co.kr)