The advancements and planning done by TSMC have ensured that for the next couple of generations, there will be no foundry to challenge the semiconductor behemoth’s dominance. The latest data reveals that, for the second quarter of 2025, the company’s revenue market share crossed 70 percent. Various factors were responsible for this growth, with the total industry revenue growing by an impressive 14.6 percent compared to the previous quarter, fueled by national subsidies and the 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 Q1 2025. During a single quarter, the Taiwanese giant’s quarterly revenue growth was 18.5 percent, with its earnings estimated to reach $30.239 billion for this period, up from $25.517 billion. Unfortunately, one company’s gain is another’s loss, especially when both compete in the same sector. Samsung, which is TSMC’s closest rival in this space, had its market share drop from 7.7 percent to 7.3 percent for this period, though its quarterly revenue gain was 9.2 percent.
The Korean firm was estimated to have generated $3.159 billion in Q2 2025, making it just a fraction of what TSMC earned. The latter’s market share is estimated to reach 75 percent in 2026, in part due to increased demand for its 2nm technology, with the company reportedly commencing mass production in the fourth quarter of 2025. Just like before, Apple has seemingly secured the initial supply of these wafers, but TSMC’s growth will be catalyzed by orders from Qualcomm, MediaTek, Broadcom, and others.
To stay ahead in the race, TSMC is also said to be prepping the construction of a facility on its home turf, one that will mass manufacture 1.4nm chips, with the initial investment said to reach a mammoth $49 billion. TSMC certainly has an ambitious drive, which has resulted in the company attaining an unrivaled position in the market. However, we cannot ignore Samsung’s progress, as the latter is preparing its 2nm GAA process and intends to launch the first chipset fabricated on this technology, the Exynos 2600, before its rival to earn some bragging rights.
News Source: TrendForce
About the author: Omar Sohail is a reporter and analyst for Wccftech's mobile section, specializing in the technology and business of the mobile industry. His expertise lies in the intricate hardware supply chain, covering developments in semiconductor manufacturing, chip lithography, and camera sensor technology.
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