Guan Cha Zhe Wang·2025-09-02 03:01Core 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] Group 1: Company Performance - TSMC (Taiwan Semiconductor Manufacturing Company) leads the market with a revenue of $30.24 billion in Q2 2025, reflecting an 18.5% increase from the previous quarter and a market share of 70.2% [2][3] - Samsung reported a revenue of approximately $3.16 billion in Q2 2025, with a quarter-over-quarter growth of 9.2%, holding a market share of 7.3% [2][3] - SMIC (Semiconductor Manufacturing International Corporation) experienced a slight decline in revenue, down 1.7% to around $2.21 billion, with a market share of 5.1% [2][3] - UMC (United Microelectronics Corporation) saw an 8.2% increase in revenue to $1.90 billion, achieving a market share of 4.4% [2][3] - GlobalFoundries reported a revenue increase of 6.5% to nearly $1.69 billion, with a market share of 3.9% [2][3] - Other companies in the top ten include Huahong Group, Vanguard, Tower, Nexchip, and PSMC, with varying revenue growth rates [2][3] Group 2: Market Trends - The second quarter of 2025 is expected to benefit from pre-stockpiling effects due to consumer subsidies in the Chinese market, alongside demand for new smartphones, laptops, and servers [3] - The overall wafer foundry capacity utilization and shipment volume are anticipated to strengthen, driven by seasonal demand for new products and high-priced wafers [4] - The third quarter is projected to see continued revenue growth, supported by new product launches and increased orders for advanced and mature process nodes [4]