4Q25 Revenue Ranking among Top 10 Global Foundries

Last Modified

2026-03-06

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Driven by AI and new smartphone momentum, 2025 global foundry revenue hit record highs, with TSMC extending its market lead via advanced processes. For 2026, despite pre-stocking triggered by anticipated price hikes, AI remains the primary growth engine, while the sustainability of 2H consumer demand warrants close monitoring.

Key Highlights

AI-Driven Growth: Strong demand for AI servers and flagship smartphone chips drove record 2025 revenue and TSMC's advanced process dominance.
Pre-stocking Wave: Anticipated cost hikes are forcing supply chains to stock up early, boosting early 2026 performance.
Localization Impact: Chinese foundries outperformed Tier-2 peers due to domestic production policies.
Future Outlook: AI remains the core growth driver for 2026, offsetting potential weakness in consumer electronics. Samsung and UMC expect moderate recovery.

Introduction
TSMC’s Advanced Nodes Saw Strong YoY Growth in 2025, Driving a Significant Increase in Annual Market Share
Bifurcation of the Supply Chain Driven by Geopolitics and Domestic Substitution Propel Chinese Foundries to Double-Digit YoY Growth, Outperforming Tier-2 Peers
- 4Q25 Revenue Ranking among Top 10 Global Foundries
- 2025 Revenue Ranking among Top 10 Global Foundries

4Q25 Revenue Ranking among Top 10 Global Foundries