"The global foundry market reached a record high in the second quarter of 2025. According to research firm TrendForce, revenue grew by 14.6 percent compared to the previous quarter to $41.7 billion. The increase is largely due to the Chinese consumer subsidy program, which stimulated early stockpiling, combined with the expected launches of new smartphones, PCs, notebooks, and servers in the second half of the year. Higher demand led to a clear improvement in both capacity and wafer deliveries at the ten largest foundries."
"Looking ahead to the third quarter, TrendForce expects seasonal product launches to provide additional order momentum. Advanced manufacturing processes are benefiting from strong demand for flagship chips, while more mature nodes are supported by orders for peripheral devices and peripheral ICs. As a result, capacity utilization will continue to rise and revenue growth will continue, albeit at a more moderate pace."
"TSMC once again delivered an impressive performance. The company benefited from the production cycle of major smartphone brands and strong shipments of AI GPUs, PCs, and notebooks. This resulted in revenue growth of 18.5 percent to $30.24 billion. Its market share rose by 2.6 percentage points to 70.2 percent, further strengthening TSMC's dominant position. Samsung Foundry followed at a considerable distance but with solid results."
Global foundry market revenue reached a record $41.7 billion in Q2 2025, a 14.6% quarter‑on‑quarter increase. The Chinese consumer subsidy program spurred early stockpiling and anticipated launches of smartphones, PCs, notebooks, and servers supported demand. Higher demand improved capacity and wafer deliveries across the ten largest foundries. Seasonal product launches in Q3 are expected to add order momentum. Advanced processes benefit from strong demand for flagship chips and AI GPUs, while mature nodes are supported by peripheral device and peripheral IC orders. Capacity utilization should continue rising and revenue growth is expected to persist at a more moderate pace. TSMC expanded share to 70.2% with $30.24 billion in revenue.
Read at Techzine Global
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