Overview
- Counterpoint Research estimates TSMC held about 72% of global foundry revenue by the end of Q3 2025, with Samsung at roughly 7%.
- TSMC reported Q3 2025 sales up 41% year over year, with a 59.5% gross margin and a 50.6% operating margin.
- Shares of TSMC rose more than 50% in 2025, and the stock is discussed as attractive at roughly 31 times earnings.
- Wall Street projects TSMC’s 2026 revenue will grow about 21% in New Taiwan dollars.
- Nvidia retains an estimated 90% share of AI data‑center GPUs and has expanded its ecosystem with the SchedMD acquisition and a Groq technology license, while its Rubin architecture is expected in 2026, which together could support continued TSMC demand.