Guan Cha Zhe Wang·2025-09-02 02:53Core Insights - The wafer foundry revenue is projected to exceed $41.7 billion in Q2 2025, marking a record high with a quarter-over-quarter increase of 14.6% [1][4]. Group 1: Revenue Rankings - TSMC (Taiwan Semiconductor Manufacturing Company) leads the market with a revenue of $30.24 billion in Q2 2025, up 18.5% from Q1 2025, holding a market share of 70.2% [3][4]. - Samsung ranks second with a revenue of approximately $3.16 billion, reflecting a 9.2% increase, but its market share decreased to 7.3% [3][4]. - SMIC (Semiconductor Manufacturing International Corporation) reported a slight revenue decline of 1.7%, totaling around $2.21 billion, maintaining a market share of 5.1% [3][4]. - UMC (United Microelectronics Corporation) achieved a revenue growth of 8.2%, reaching $1.90 billion, with a market share of 4.4% [3][4]. - GlobalFoundries saw a revenue increase of 6.5%, nearing $1.69 billion, with a market share of 3.9% [3][4]. - The total revenue of the top ten foundries reached $41.72 billion, accounting for 97% of the market [3][4]. Group 2: Market Dynamics - The second quarter of 2025 experienced a boost in wafer foundry capacity utilization and shipment volume, driven by preemptive stocking due to consumer subsidies in the Chinese market and upcoming product launches in smartphones, laptops, and servers [4][5]. - The third quarter is expected to see continued growth, primarily fueled by seasonal demand for new products and high-value wafer orders, which will enhance overall revenue [5].