TSMC(US:TSM) 智通财经网·2025-09-16 01:41Core Insights - TSMC's market share in the semiconductor foundry sector is projected to rise to 38% in Q2 2025, a 7 percentage point increase from 31% in the same period last year, driven by a 19% year-on-year increase in overall foundry revenue, primarily due to strong demand for advanced processes and packaging technologies from AI applications [1] - Counterpoint forecasts that foundry revenue will continue to grow in Q3 2025, achieving moderate single-digit growth [1] - TSMC is expected to maintain its leading position in both advanced process nodes and advanced packaging technologies due to its technological advantages and strong customer relationships [1] Industry Comparison - Most other foundry companies, including IDM outsourcing shares, saw stable or slightly declining market shares in Q2, with Texas Instruments and Intel maintaining 6% market share, Infineon dropping from 6% to 5%, and Samsung declining from 5% to 4% [1] - The traditional peak season for consumer electronics, accelerated AI application orders, and existing Chinese subsidy policies are expected to be the main drivers in Q3 [2]