TSMC(US:TSM) 3 6 Ke·2025-09-16 11:11Core Insights - TSMC stands out in the Q2 2025 foundry revenue report, achieving over 40% year-on-year growth and expanding its market share to 70% [1][2] - The top ten foundries collectively generated revenues of $41.718 billion in Q2 2025, marking a 14.6% increase from the previous quarter [2] - TSMC's revenue reached $30.239 billion in Q2 2025, a significant increase from $25.517 billion in Q1 2025, while Samsung and SMIC showed more modest growth [2] Company Performance - TSMC's revenue growth of 18.5% quarter-on-quarter is the highest among the top foundries, reinforcing its leading position in the industry [2] - Samsung's revenue increased by 9.2% to $3.159 billion, while SMIC's revenue slightly declined by 1.7% to $2.209 billion [2] - TSMC's 3nm process technology has significantly contributed to its revenue, accounting for 22% of its total revenue in Q1 2025 [3] Technological Advancements - TSMC has consistently made the right technological choices, such as adopting EUV lithography for the 7nm node, which allowed it to surpass Intel [3][4] - The company utilized FinFET architecture for its 3nm process, achieving better performance and yield compared to Samsung's GAA architecture, which has struggled with yield issues [3][4] - TSMC's investment in R&D for the 3nm node exceeded $10 billion, similar to Samsung's investment [3] Industry Trends - The semiconductor industry is witnessing a shift towards collaborative development between design and manufacturing, driven by recent U.S. export restrictions on EDA tools [12] - The Chinese semiconductor industry is increasing its focus on manufacturing capabilities, recognizing the importance of this segment in the supply chain [12] - TCAD simulation software is becoming a critical tool for optimizing semiconductor processes, significantly reducing development cycles and costs [8][12] Future Outlook - The importance of TCAD is expected to grow as the industry moves towards more advanced nodes like 2nm, where new challenges such as three-dimensional heterogeneous integration will arise [14] - Companies that effectively leverage TCAD for process optimization will gain a competitive edge in the ongoing technological race [14]