2Q25 Foundry Revenue Hits Record $41.7B, TSMC Dominates with 70% Market Share, TrendForce Reports

TrendForce reported that global foundry revenue reached a record $41.7 billion in 2Q25, reflecting a 14.6% quarter-on-quarter increase. The surge was driven by China’s consumer subsidy program, which prompted early stocking, alongside rising demand for new smartphones, notebooks, PCs, and servers launching in the second half of 2025. Improved capacity utilization and wafer shipments bolstered performance across the top ten foundries. Looking to 3Q25, seasonal demand for new products is expected to sustain order momentum. Advanced nodes will see strong demand for flagship chips, while mature nodes will benefit from peripheral IC orders, leading to higher industry-wide utilization rates and moderate revenue growth.

Top 10 Foundry Performance in 2Q25:

TSMC led with an 18.5% QoQ revenue increase to $30.24 billion, driven by strong smartphone client ramp-ups and robust AI GPU, notebook, and PC shipments. Its market share rose to 70.2%.
Samsung Foundry recorded a 9.2% QoQ revenue rise to $3.16 billion, fueled by smartphone demand and Nintendo Switch 2 production, securing a 7.3% market share.
SMIC saw a 1.7% QoQ revenue decline to $2.21 billion due to advanced-node production issues, resulting in shipment delays and lower ASPs. Its market share was 5.1%.
UMC achieved an 8.2% QoQ revenue increase to $1.9 billion, with gains in shipment...