Taiwan Semiconductor's market share in the semiconductor foundry sector surged to 38% in the second quarter of the 2025 calendar year, up 7 percentage points year-on-year from 31% in the same period last year.
According to Counterpoint Research, $Taiwan Semiconductor (TSM.US)$ In the second quarter of the 2025 calendar year, Taiwan Semiconductor's market share in the semiconductor foundry sector surged to 38%, up 7 percentage points year-on-year from 31% in the same period last year. This growth was driven by an overall 19% year-on-year increase in wafer foundry revenue, primarily fueled by robust demand for advanced process technologies and packaging solutions spurred by artificial intelligence. Additionally, significant contributions came from the pre-purchasing effect triggered by China's subsidy policies. Counterpoint forecasts that wafer foundry revenue will continue its growth momentum into the third quarter of 2025, achieving a mid-single-digit increase.
William Li, Senior Analyst at Counterpoint, pointed out that as the critical role of advanced packaging technologies in enhancing chip performance becomes increasingly prominent, chip designers will increasingly rely on advanced packaging to improve solution performance. Given Taiwan Semiconductor's current technological leadership and strong customer relationships, the company is expected not only to maintain its leading position in advanced process nodes but also to retain dominance in the advanced packaging field going forward.
In terms of peer comparison, most other foundry providers (including IDM outsourcing shares) maintained or slightly declined in market share during the second quarter: Texas Instruments (TXN.US) and Intel (INTC.US) both held steady at 6% market share; Infineon Technologies dropped slightly from 6% to 5%, while Samsung fell from 5% to 4%.
Jake Lai, Senior Analyst at Counterpoint, analyzed that the traditional peak season effect for consumer electronics, accelerating AI application orders, and China's existing subsidy policies will be the main drivers in the third quarter.
Editor/Doris
