Xin Lang Cai Jing·2025-10-02 15:44Group 1 - The global pure wafer foundry market is expected to see a revenue growth of 33% year-on-year in Q2 2025, driven by strong AI demand and Chinese subsidy policies [1] - TSMC holds a dominant market share of 71% in Q2 2025, benefiting from the expansion of 3nm capacity and high utilization rates of AI GPUs in 4/5nm processes [7] - Samsung Foundry remains in second place, supported by a recovery in smartphone and consumer electronics demand [7] Group 2 - SMIC ranks third and is expected to continue advancing towards more advanced process nodes [7] - The utilization rates of advanced process nodes and wafer shipments from various foundries are projected to continue increasing in Q2 2025 [6] - The market share rankings for various foundries show TSMC leading significantly, followed by Samsung, SMIC, UMC, GlobalFoundries, and others [4]