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TSMC’s advancements have ensured its dominant position in the semiconductor industry for several generations. The latest data shows that, by the second quarter of 2025, TSMC’s revenue market share had surpassed 70 percent. This growth can be attributed to various factors, including a 14.6 percent increase in total industry revenue fueled by national subsidies and aggressive stocking of smartphones, AI, PC, and server products.
Samsung, TSMC’s Only Rival in the Foundry Business, Saw Its Revenue Market Share Drop a Few Decimal Places in Q2 2025, but Its 2nm GAA Process Could Mount a Comeback
For Q2 2025, TrendForce reports that TSMC’s market share was 70.2 percent, up from 67.6 percent in the previous quarter. The company’s quarterly revenue growth was 18.5 percent, with earnings estimated at $30.239 billion for this period, an increase from $25.517 billion. In contrast, Samsung’s market share dropped slightly to 7.3 percent, despite a 9.2 percent increase in its quarterly revenue of $3.159 billion.
TSMC is expected to maintain its market share at around 75 percent in 2026 due to increased demand for its 2nm technology. The company reportedly plans to begin mass production in the fourth quarter of 2025, with Apple securing nearly half of the initial supply. TSMC’s growth will also be driven by orders from Qualcomm, MediaTek, Broadcom, and others.
To stay competitive, TSMC is also preparing to construct a facility for mass-manufacturing 1.4nm chips on its home turf, with an initial investment of $49 billion. This ambitious plan has solidified TSMC’s dominant position in the market, but Samsung remains a formidable rival. The Korean firm is working on its 2nm GAA process and aims to launch the Exynos 2600 chipset before TSMC for bragging rights.
News Source: TrendForce
