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According to the latest data released by market research firm Counterpoint Research, benefiting from the strong demand for artificial intelligence (AI) and high-performance computing (HPC) chips, the global semiconductor foundry market reached $41.7 billion in the second quarter of 2025. Among them, TSMC has a high market share of 70.2%, with revenue exceeding $30.2 billion in the current quarter, an increase of 18.5% compared to the previous quarter.

Foreign media wccftech quoted a user @ Kurnalsalts on social media platform "X" as saying that the 2nm (2HP) process of Japanese startup wafer foundry Rapidus will be able to compete with TSMC’s 2nm (N2) process in logic density and will significantly defeat Intel 18A.