Sou Hu Cai Jing·2025-09-03 00:22Core Insights - TSMC's dominance in the foundry sector is reaffirmed, holding a remarkable 70.2% market share in Q2 2025 [1][5] - The total revenue of the top ten global foundry companies reached over $41.7 billion, marking a significant 14.6% quarter-over-quarter increase, setting a historical record [1][3] Group 1: TSMC's Performance - TSMC's revenue for Q2 2025 reached $30.24 billion, an 18.5% increase compared to Q1 2025, solidifying its leading position in the global foundry market [3] - In contrast, Samsung's revenue was approximately $3.16 billion, with a market share of only 7.3%, highlighting the stark difference between the two companies [3] - China's SMIC ranked third with a revenue of $2.21 billion and a market share of 5.1%, indicating a growing but still distant position compared to TSMC and Samsung [3] Group 2: Industry Dynamics - TSMC's high market share reflects its near-monopoly status in the foundry sector, crucial for industries ranging from smartphones to automotive [5] - The presence of more Chinese companies in the top ten foundry rankings suggests an increasing strength and potential for growth in China's foundry capabilities [5] - Despite the challenges ahead, Chinese foundry companies are making efforts to narrow the gap with leading firms like TSMC [5]