TSMC's Foundry Market Share Surges to 38% in Q2 2025
ByAinvest
Monday, Sep 15, 2025 10:03 am ET1min read
TSM--
The surge in TSMC's market share can be attributed to several factors. The demand for artificial intelligence (AI) solutions, which often require advanced semiconductor processes and packaging, has been a significant driver. Additionally, China's subsidy program has contributed to increased pull-in for TSMC's services. Counterpoint Research expects this trend to continue into the third quarter of 2025, with a projected increase in market share of mid-single digits [1].
While TSMC's market share has grown significantly, other major players in the foundry market have seen relatively static or declining shares. Texas Instruments (TXN) and Intel (INTC) both maintained a market share of 6% during the second quarters of 2024 and 2025. Infineon's (IFNNY) share slipped to 5% from 6%, and Samsung (SSNLF) declined to 4% from 5% [1].
The traditional peak season for consumer electronics, accelerating AI applications, and the existing subsidy policy in the Chinese market are expected to be major drivers in the third quarter of 2025 [1].
TSMC's share of the semiconductor foundry market increased to 38% in Q2 2025, up from 31% in Q2 2024, according to Counterpoint Research. The sector's revenue surged during this time, with TSMC's market share growth attributed to its strong performance in the foundry market.
Taiwan Semiconductor Manufacturing Company (TSMC) has seen a substantial increase in its share of the semiconductor foundry market during the second quarter of 2025. According to Counterpoint Research, TSMC's market share jumped to 38% from 31% in the same quarter of the previous year. This growth coincides with a 19% year-over-year surge in foundry revenue across the entire sector [1].The surge in TSMC's market share can be attributed to several factors. The demand for artificial intelligence (AI) solutions, which often require advanced semiconductor processes and packaging, has been a significant driver. Additionally, China's subsidy program has contributed to increased pull-in for TSMC's services. Counterpoint Research expects this trend to continue into the third quarter of 2025, with a projected increase in market share of mid-single digits [1].
While TSMC's market share has grown significantly, other major players in the foundry market have seen relatively static or declining shares. Texas Instruments (TXN) and Intel (INTC) both maintained a market share of 6% during the second quarters of 2024 and 2025. Infineon's (IFNNY) share slipped to 5% from 6%, and Samsung (SSNLF) declined to 4% from 5% [1].
The traditional peak season for consumer electronics, accelerating AI applications, and the existing subsidy policy in the Chinese market are expected to be major drivers in the third quarter of 2025 [1].
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