2Q25 foundry revenue surges 14.6% – TSMC extends market dominance
Global foundry revenue rose 14.6% quarter-on-quarter (QoQ) in the second quarter of 2025 to a record USD 41.7 billion, according to TrendForce. The increase was driven by China’s consumer subsidy program and early demand for smartphones, notebooks, PCs, and servers ahead of second-half launches, reports TrendForce.
TSMC further cemented its leadership, with revenue climbing 18.5% QoQ to USD 30.24 billion. Its market share hit 70.2%, the highest ever recorded, supported by strong demand for AI GPUs, flagship smartphone chips, and computing products.
Samsung Foundry ranked second with USD 3.16 billion in revenue, up 9.2% QoQ for a 7.3% share, followed by SMIC with USD 2.21 billion, down 1.7% QoQ for 5.1%. UMC posted USD 1.9 billion, up 8.2% QoQ, while GlobalFoundries reported USD 1.69 billion, up 6.5% QoQ.
Tier 2 players also posted sequential gains. HuaHong Group, including HHGrace and HLMC, reported USD 1.06 billion, up about 5% QoQ. Vanguard, Tower, Nexchip, and PSMC followed with revenues of USD 379 million, USD 372 million, USD 363 million, and USD 345 million, respectively.
TrendForce expects third-quarter growth to continue, though at a slower pace, as advanced nodes benefit from flagship chip demand and mature nodes from peripheral IC orders.
| Ranking | Company | Revenue | Market share | |||
| 2Q25 | 1Q25 | QoQ | 2Q25 | 1Q25 | ||
| 1 | TSMC | 30,239 | 25,517 | 18.5% | 70.2% | 67.6% |
| 2 | Samsung | 3,159 | 2,893 | 9.2% | 7.3% | 7.7% |
| 3 | SMIC | 2,209 | 2,247 | -1.7% | 5.1% | 6.0% |
| 4 | UMC | 1,903 | 1,759 | 8.2% | 4.4% | 4.7% |
| 5 | GlobalFoundries | 1,688 | 1,585 | 6.5% | 3.9% | 4.2% |
| 6 | Huahong Group | 1,061 | 1,011 | 5.0% | 2.5% | 2.7% |
| 7 | VIS | 379 | 363 | 4.3% | 0.9% | 1.0% |
| 8 | Tower | 372 | 358 | 3.9% | 0.9% | 0.9% |
| 9 | Nexchip | 363 | 353 | 2.9% | 0.8% | 0.9% |
| 10 | PSMC | 345 | 327 | 5.4% | 0.8% | 0.9% |
| Total top 10 | 41,718 | 36,413 | 14.6% | 97% | 97% | |
(USD millions)
