Xin Lang Cai Jing·2025-09-01 06:13Core Insights - The overall wafer foundry capacity utilization and shipment volume are expected to strengthen due to pre-stockpiling effects from consumer subsidies in the Chinese market and the demand for new smartphones, laptops/PCs, and servers in the second half of 2025 [1] Group 1: Industry Performance - The revenue of the top ten global wafer foundries is projected to exceed $41.7 billion, marking a record high with a quarter-over-quarter increase of 14.6% [1] - TSMC's revenue increased by 18.5% quarter-over-quarter, reaching $30.24 billion, maintaining a market share of 70.2% [1] - Samsung's revenue for the second quarter was approximately $3.16 billion, with a quarter-over-quarter increase of 9.2%, securing a market share of 7.3% [1] - SMIC's revenue slightly decreased by 1.7% quarter-over-quarter to around $2.21 billion, with a marginal decline in market share to 5.1%, maintaining the third position [1]