智通财经网·2025-09-01 06:36Core Viewpoint - The global top ten foundries are expected to see revenue exceed $41.7 billion in Q2 2025, marking a record high with a quarter-on-quarter increase of 14.6% driven by pre-stockpiling effects from consumer subsidies in China and new product launches in smartphones, laptops/PCs, and servers [1] Industry Summary - The overall wafer foundry capacity utilization and shipment volume are projected to strengthen in Q2 2025, supported by seasonal demand for new products and high-priced wafers [1] - The industry is expected to maintain a continuous quarter-on-quarter revenue increase due to improved capacity utilization [1] Company Performance Summary - TSMC: Revenue reached $30.24 billion in Q2 2025, a quarter-on-quarter increase of 18.5%, with a market share of 70.2%, solidifying its position as the market leader [5] - Samsung: Revenue was approximately $3.16 billion, up 9.2% quarter-on-quarter, with a market share of 7.3% [6] - SMIC: Revenue slightly decreased by 1.7% to around $2.21 billion, with a market share of 5.1% [7] - UMC: Revenue grew by 8.2% to $1.90 billion, with a market share of 4.4% [8] - GlobalFoundries: Revenue increased by 6.5% to nearly $1.69 billion, holding a market share of 3.9% [9] - Huahong Group: Revenue rose by approximately 5% to $1.06 billion, maintaining a market share of 2.5% [10] - Vanguard: Revenue was nearly $0.38 billion, up 4.3% quarter-on-quarter, ranking seventh [11] - Tower: Revenue increased by 3.9% to $0.37 billion, maintaining an eighth-place market share [12] - Nexchip: Revenue reached $0.36 billion, a quarter-on-quarter increase of nearly 3% [13] - PSMC: Revenue grew by 5.4% to $0.35 billion, ranking tenth [14]