2Q25 Revenue Ranking among Top 10 Global Foundries

Last Modified

2025-08-28

Update Frequency

Quarterly

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PDF

TrendForce reports 2Q25 wafer foundry growth driven by subsidies and new product stocking; TSMC leads with strong AI and mobile demand; top 10 firms dominate; 3Q25 outlook remains positive with rising utilization and revenue.

Key Highlights

2Q25 wafer foundry revenue grew due to early stocking from subsidies and new smartphone, PC, server products.
TSMC leads with high-end wafer demand, pushing market share above 70%.
Top 10 foundries maintain dominant industry concentration; top 5 market share rises.
Samsung, SMIC and Tier 2 foundries benefit from stocking and government stimulus, improving utilization.
3Q25 outlook supports continued growth driven by AI, smartphone demand and both advanced and mature nodes.
Industry concentration and oligopoly trend intensifies globally.

Introduction：Foundry Revenue Yet Another Record High at 14.6% QoQ in 2Q25 from Incessant Effect of National Subsidy and Amped Up Stocking on New Products
TSMC Surpassed 70% in Market Share from Activated Stocking Activities on New AI and Smartphone Products; Top 5 Foundries Grew Simultaneously in Shipment
Foundries Received New Peripheral IC Orders in 2Q25 and Showed Significant Shipment Recovery from Previous Quarter
- 2Q25 Revenue Ranking among Top 10 Global Foundries

2Q25 Revenue Ranking among Top 10 Global Foundries