The foundry market reportedly hit a record $41.7 billion in Q2 2025, up 14.6 percent QoQ. TSMC alone made $30.24 billion, securing a 70.2 percent share thanks to strong demand for advanced nodes and packaging.
www.notebookcheck.net, Sept. 02, 2025 –
Global foundry revenue hit a record $41.7 billion in the second quarter of 2025, up 14.6 percent QoQ, according to TrendForce. TSMC led the pack with a record revenue of $30.24 billion and a 70.2 percent share; its highest on record. Samsung ranked 2nd place, at $3.16 billion dollars and a 7.3 percent market share, with third place going to China’s SMIC at $2.21 billion with a market share of 5.1 percent.
Demand was boosted by China’s consumer subsidy program and early stocking ahead of second-half launches in smartphones, notebooks/PCs, and servers. TrendForce expects seasonal product cycles to keep orders rising in Q3: advanced nodes should benefit from flagship chips, while mature nodes ride peripheral IC orders, with growth moderating from Q2’s surge.
TSMC’s lead rests on advanced nodes and packaging scale. Roughly three-quarters of its revenue now comes from 7nm and below, with about one-quarter from 3nm, driven by Nvidia’s Blackwell GPUs, AMD’s Zen 5 CPUs, and Apple’s M-series Macs. High-performance chip and mobile device production ramps, alongside capacity for advanced packaging, kept shipments and average selling prices trending higher.
Samsung Foundry revenue rose 9.2 percent QoQ to $3.16 billion, still a distance second. SMIC on the other hand, declined by 1.7 percent driven by advanced node production issues as shipment delays pressured average selling prices. UMC’s revenue increased 8.2 percent to $1.9 billion (4.4 percent share), and GlobalFoundries grew 6.5 percent to $1.69 billion (3.9 percent share). Intel Foundry’s revenue remains much smaller despite heavy investment.
Tier-2 foundries also grew thanks to peripheral-IC orders: HuaHong Group reached ~$1.06 billion (2.5 percent), Vanguard $379 million, Tower $372 million, Nexchip $363 million, and PSMC $345 million. Supply is expected to improve this year, but costs are expected to remain elevated. TSMC 2nm node is expected to carry a premium, with GPU makers already nudging prices to offset wafer costs.