TSMC Extends Foundry Lead to 38% in Q2 as AI Demand Lifts Sector, Counterpoint Says

Counterpoint sees further Q3 share gains, citing accelerating AI orders plus peak-season demand.

Overview

TSMC captured 38% of the global foundry market in Q2 2025, up from 31% a year earlier, according to Counterpoint Research.
Foundry industry revenue rose 19% year over year, with AI workloads driving orders for advanced nodes and advanced packaging and with pull-in from China’s subsidy program.
Counterpoint projects TSMC’s share could climb by a mid-single-digit range in Q3, reflecting seasonal consumer electronics demand and faster AI-related bookings.
Analyst William Li expects TSMC to remain a leader in advanced process nodes and a front-runner in advanced packaging for the foreseeable future.
An SEC filing shows Integrity Alliance LLC lifted its TSMC stake by 418.6% in Q1 to 7,058 shares, while the company recently announced an AI chip R&D center in Germany.