TSMC Leads Foundry Market with 62% Share in Q2, Maintaining Gap with Samsung

Taiwan Market Research Firm 'TrendForce' Announces
TSMC Q2 Revenue $31.962 Billion
Samsung Market Share 11.5%... Up 0.5%

Taiwan's TSMC, the world's No. 1 semiconductor foundry, increased its market share again in the second quarter of this year, maintaining its lead over No. 2 Samsung Electronics.

TSMC [Image source=Reuters Yonhap News]

According to Taiwanese market research firm TrendForce on the 2nd, the combined sales of the top 10 global foundry companies in the second quarter reached $31.962 billion, up 9.6% from the previous quarter. TrendForce explained, "Foundry sales increased due to urgent orders driven by the arrival of the Chinese shopping season and strong demand for artificial intelligence (AI) servers."

By company, TSMC's second-quarter sales rose 10.5% from the previous quarter to $20.819 billion. Its market share also increased by 0.6 percentage points from 61.7% to 62.3%. This is attributed to the return of Apple's restocking cycle and strong demand for high-performance computing (HPC) chips related to AI servers, which led to an increase in wafer shipments.

Samsung Electronics' second-quarter sales also rose 14.2% from the first quarter to $3.833 billion, supported by Apple's restocking of new iPhone models. Its market share increased by 0.5 percentage points from 11.0% to 11.5%. The market share gap between TSMC and Samsung Electronics remained at a similar level, with 50.7 percentage points in the first quarter and 50.8 percentage points in the second quarter. China’s SMIC (5.7%), Taiwan’s UMC (5.3%), the U.S.’s GlobalFoundries (4.9%), and China’s Hua Hong Group (2.1%) followed TSMC and Samsung Electronics in foundry market share.