TSMC(US:TSM) Zheng Quan Shi Bao Wang·2025-09-01 09:51Core Insights - TrendForce's latest report indicates that the global top ten foundries' revenue is expected to exceed $41.7 billion in Q2 2025, marking a record high with a quarter-on-quarter growth of 14.6% due to pre-stockpiling effects from China's consumer subsidies and new product launches in smartphones, laptops/PCs, and servers [1] Group 1: Industry Performance - The third quarter's growth in the foundry sector is driven by seasonal demand for new products, with advanced process nodes receiving significant orders for upcoming main chip releases, leading to an overall increase in capacity utilization and revenue [1] - TSMC's revenue grew by 18.5% in Q2, reaching $30.24 billion, with a market share of 70.2%, solidifying its position as the market leader [1] - Samsung's revenue in Q2 was approximately $3.16 billion, reflecting a quarter-on-quarter increase of 9.2%, maintaining a market share of 7.3% [2] Group 2: Company-Specific Insights - SMIC's revenue in Q2 slightly decreased by 1.7% to around $2.21 billion, with a market share of 5.1% [2] - UMC's revenue grew by 8.2% in Q2, reaching $1.9 billion, with a market share of 4.4% [2] - GlobalFoundries reported a revenue increase of 6.5% in Q2, nearing $1.69 billion, holding a market share of 3.9% [2] Group 3: Tier 2 Foundries - Tier 2 foundries benefited from new IC orders, with HuaHong Group's revenue increasing by approximately 4.6% to $1.06 billion, maintaining a market share of about 2.5% [3] - Nexchip's revenue in Q2 was $360 million, reflecting a nearly 3% quarter-on-quarter increase, ranking ninth in the market [3]