Overview

• TrendForce reports global foundry revenue rose 14.6% quarter over quarter to $41.7 billion in Q2 2025, with TSMC alone generating about $30.24 billion.
• Samsung remained a distant No. 2 with roughly 7.2%–7.3% share and about $3.16 billion in revenue, while SMIC ranked third at 5.1% after a sequential revenue dip.
• TSMC’s lead reflects strong demand for AI accelerators, smartphones, and PCs, plus advantages in advanced nodes and packaging, with 3nm contributing roughly a quarter of wafer revenue.
• TrendForce indicates mass production of TSMC’s 2nm node is slated for Q4 2025, with Apple reportedly securing the initial supply.
• TSMC is expanding capacity, including reported plans for a domestic 1.4nm facility around $49 billion, and U.S. output in Arizona is reportedly committed through 2027.