TSMC(US:TSM) Hua Er Jie Jian Wen·2025-09-01 13:17Core Viewpoint - TSMC's market share in the semiconductor foundry market has surpassed 70% for the first time, solidifying its dominant position globally [1][2][3] Group 1: TSMC's Performance - TSMC's market share reached 70.2% in Q2 2025, up from 67.6% in the previous quarter, marking a significant increase [1][2] - The company's revenue for the quarter grew by 18.5% year-on-year, totaling $30.239 billion, significantly outperforming Samsung's revenue of $3.159 billion [1][3] - TSMC's strong performance is attributed to its continuous investment in advanced processes and technology leadership [3] Group 2: Industry Context - The overall foundry industry revenue increased by 14.6% quarter-on-quarter, driven by government subsidy policies and strong demand for smartphones, AI, PCs, and servers [1] - Samsung's market share decreased from 7.7% to 7.3%, with a revenue growth of 9.2%, indicating a widening gap between TSMC and Samsung [3][4] Group 3: Future Outlook - Analysts expect TSMC's market share to reach 75% by 2026, supported by the rising demand for 2nm processes [1][3] - TSMC plans to invest up to $49 billion in building a 1.4nm chip factory in Taiwan, aiming to maintain its technological edge [3] - Samsung is actively pursuing the development of 2nm GAA technology but currently lacks the capacity and customer base to compete effectively with TSMC [4]