TSMC Surpasses 70% Market Share in Q2, According to TrendForce
Samsung Electronics Drops from 7.7% to 7.3%, Widening the Gap
In the second quarter of this year, TSMC, the world's leading foundry (semiconductor contract manufacturing) company, surpassed a 70% market share. Samsung Electronics, ranked second, saw its share decline slightly within the 7% range, widening the gap with TSMC even further.
According to market research firm TrendForce on September 1, global foundry sales in the second quarter reached a record high of 41.7 billion dollars, up 14.6% from the previous quarter.
TrendForce attributed this to China's consumer subsidy programs, which encouraged inventory buildup, as well as increased demand for new smartphones, laptops/PCs, and servers scheduled for release in the second half of the year.
By company, TSMC's market share rose 2.6 percentage points, from 67.6% in the first quarter to 70.2% in the second quarter. In contrast, Samsung Electronics' share fell by 0.4 percentage points during the same period, from 7.7% to 7.3%, which is about one-tenth the size of TSMC's share. As a result, the gap between the two companies widened from 59.9 percentage points in the first quarter to 62.9 percentage points in the second quarter. TrendForce noted, "TSMC achieved outstanding results thanks to major smartphone clients entering mass production cycles, increased shipments of artificial intelligence (AI) chips and laptops/PCs, as well as a rise in average selling prices (ASP)." Regarding Samsung Electronics, the firm added, "Samsung also posted solid results, supported by smartphone demand and the growth of Nintendo Switch 2."
China's SMIC, the industry's third-largest player, saw its market share fall from 6% in the first quarter to 5.1% in the second quarter. This is interpreted as a result of ongoing difficulties in advanced manufacturing lines, which led to shipment delays and a decline in ASP, despite increased demand driven by U.S. tariffs and China's subsidy response.
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