---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000369452.md"
description: "After hitting a four-year low in FY24, AMAT's TSMC revenue recovered well and hit an all-time high in FY25, driven by leading-edge logic. Its TSMC revenue grew 80% y/y in FY25, Samsung revenue up 31% and China down -16%. TSMC accounted for nearly 40% of AMAT's foundry/logic revenue in FY25. AMAT had $4.5B in GAA (gate-all-around) revenue and most of that is driven by TSMC. GAA capacity still has a long ramp ahead and will likely triple from current industry capacity. AMAT claims over 50% share of the GAA and backside power SAM, with roughly 30% incremental revenue per fab for GAA versus FinFET.Source: Sravan Kundojjala"
datetime: "2025-12-27T16:38:50.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000369452.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000369452.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000369452.md)
author: "[AI Gossip](https://longbridge.com/en/profiles/17581203.md)"
generator: "portal-rs"
---

# After hitting a four-year low in FY24, AMAT's TSMC…


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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**