TSMC rides AI wave to net nearly 70% of global foundry market in 2025

Taiwan Semiconductor Manufacturing Co (TSMC) saw its share of the global foundry market rise to almost 70% in 2025 amid booming demand for artificial intelligence.

Focus Taiwan, quoting the market information advisory firm TrendForce Corp, said that the contract chipmaker posted $122.54 billion in sales, up 36.1% from a year earlier, accounting for 69.9% of the global market. Its share was up from 64.4% in 2024."

TSMC's closest rival, Samsung Electronics, was a distant second, posting $12.63 billion in sales, down 3.9% from a year earlier, for a 7.2% share of the global market.


"In the fourth quarter of 2025 alone, TSMC's share of the global foundry market stood at 70.4%, down from 71.0% in the third quarter, while its sales rose 2.0% from a quarter earlier to $33.72 billion," Focus Taiwan report highlighted.

Although TSMC's shipments in the October to December period fell slightly from a quarter earlier, strong demand for its 3-nanometer process pushed average selling prices higher, boosting revenue, the TrendForce said in the Focus Taiwan report.

The global foundry market's 10 largest firms generated $169.47 billion in combined sales in 2025, up 26.3% from a year earlier.

"China's Semiconductor Manufacturing International Corp (SMIC) ranked third with $9.33 billion in sales, or a 5.32% market share, ahead of Taiwan's United Microelectronics Corp with $7.63 billion, or 4.35%, and US-based GlobalFoundries with $6.79 billion, or 3.87%," the report noted.

Huahong Group of China came in sixth with $4.50 billion, or 2.6%, followed by Israel's Tower Semiconductor Ltd ($1.57 billion, 0.89%), Taiwan's Vanguard International Semiconductor Corp ($1.56 billion, 0.89%), China's NexChip Co ($1.51 billion, 0.86%), and Taiwan's Powerchip Semiconductor Manufacturing Corp. ($1.40 billion, 0.80%), the report concluded.