TSMC Expands Dominance in Semiconductor Foundry Market Amid AI Chip Boom

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2025-09-15 16:57:02

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Taiwan Semiconductor Manufacturing Company (TSMC) captured 38% of the global foundry market in Q2 2025, up from 31% a year earlier, according to Counterpoint Research. The surge comes as industry revenue grew 19% year-over-year, driven by soaring demand for advanced AI chips and Chinese subsidies fueling orders.

TSMC's lead stems from its mastery of cutting-edge fabrication and packaging technologies. "The company retains its edge through technological superiority and DEEP client relationships," said William Li, Counterpoint senior analyst. While competitors like Texas Instruments and Intel stagnated, TSMC solidified its position as the preferred partner for next-generation chip development.

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