AI Chips Are Driving a Foundry Boom. Why TSMC Is Winning the Most
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Global semiconductor foundry revenue rose 17% year-over-year in Q3 2025, driven by AI chip demand. TSMC increased its market share to 72%, with revenue growing over 40%, outpacing the market. Rival foundries grew by 6%, aided by China's subsidies. Analysts foresee capacity limits affecting Q4 growth, with 2025 full-year growth estimated at 15%. The pure-play foundry segment is expected to grow faster due to AI GPU and custom chip shipments.
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