Driven by AI demand and Chinese subsidies, Taiwan Semiconductor's market share surged to 38% in Q2, taking the lead
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In the second quarter of 2025, Taiwan Semiconductor's market share in the semiconductor foundry market reached 38%, an increase of 7 percentage points year-on-year, mainly driven by demand for artificial intelligence and China's subsidy policies. The overall wafer foundry revenue in the industry grew by 19% year-on-year. Revenue is expected to continue to grow in the third quarter, with Taiwan Semiconductor maintaining its leading position in advanced processes and packaging. The market share of other foundry manufacturers mostly remained stable or slightly declined
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