TSMC's foundry supremacy soars to unprecedented levels as worldwide revenues break records, with a quarter-on-quarter increase of 14.6%; growth also observed for Samsung, yet TSMC's market share ascends to a towering 70.2%
TSMC, Taiwan Semiconductor Manufacturing Company, has once again proven its dominance in the global contract chipmaking industry. According to the latest data from TrendForce, TSMC holds a staggering 70% market share, controlling seven out of every ten dollars spent in the foundry market.
The company's Q2 2025 revenue reached an unprecedented $30 billion, marking its strongest quarter yet. This growth is attributed to soaring demand for AI accelerators, smartphones, and next-gen PCs. TSMC's advanced packaging capabilities are critical for stacking memory and compute together, giving it an edge its competitors can't match at scale.
Samsung's foundry business experienced a 9% growth, but its market share remains at 7.2%, making it a distant second to TSMC. Despite this growth, the gap between Samsung and TSMC has widened. Samsung's wins include smartphone silicon and the chip for Nintendo's Switch 2, but these successes pale in comparison to TSMC's.
China's SMIC saw a 1.7% revenue decline from the previous quarter, due to advanced-node production issues and shipment delays. This leaves SMIC with a 5.1% market share in third place. Intel's foundry operation is still significantly smaller than TSMC, despite investments in U.S. fab projects.
The silicon industry in 2025 is characterized by more supply and higher costs. TSMC's upcoming 2nm node is expected to carry a price premium over 3nm. Nvidia has already increased GPU pricing to compensate for rising wafer costs. PC makers stocked up ahead of a wave of AI-capable laptops set to arrive this fall.
TSMC's chips power various products, including Apple's iPhones, Nvidia's data-center GPUs, Blackwell GPUs, AMD's Zen 5 CPUs, and Apple's M-series Macs. TSMC's sales are heavily concentrated in 7nm nodes and below, with 3nm alone accounting for a quarter of wafer revenue.
For up-to-date news, analysis, and reviews in the tech industry, follow Tom's Hardware on Google News or add it as a preferred source to get updates in your feeds. Nvidia continues to have record shipments of GPUs for both data centers and consumers. Smartphone demand rebounded after a bruising few years.
In 2025, TSMC became the company behind the highest quarterly revenue among global chip manufacturers. In a single month, TSMC achieved around 335.77 billion Taiwan dollars (approximately 9.48 billion euros) in revenue and showed strong quarterly growth driven by the AI boom, with year-to-date revenue up 37.1% to about 2.43 trillion Taiwan dollars (roughly 68.62 billion euros).
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