Company news--Karmin Electronic (HK) Limited

TSMC captures 38% of the global wafer foundry 2.0 market
2025-09-18

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.

If we look at the broader Foundry 2.0 market, global revenue in the second quarter increased by 19% year-on-year. Among them, TSMC's market share soared to 38%, an increase of 7 percentage points compared to the same period last year's 31%. The growth momentum mainly comes from the strong demand for advanced processes and advanced packaging driven by AI.

TSMC's financial report shows that nearly 75% of its revenue in the second quarter came from advanced process technologies below 7nm, with 3nm processes contributing about a quarter, highlighting its dual advantages in technology and production capacity. The main customers include Nvidia's Blackwell GPU, AMD's Zen 5 CPU, Apple's M-series chips, etc. These products have strong demand, further consolidating TSMC's leading position in the global semiconductor market. In contrast, although competitor Samsung actively promotes the 2nm GAA process, it lacks large-scale production orders, making it difficult to shake TSMC's market position.

Counterpoint Research analysts expect TSMC's revenue to grow by a mid single digit percentage in the third quarter of 2025.

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