Xin Lang Cai Jing·2025-12-12 14:14Industry Insights - The global wafer foundry industry is expected to continue benefiting from AI high-performance computing (HPC) and demand for new consumer electronics chips, with advanced processes (7nm and below) significantly contributing to revenue, leading to a quarterly revenue increase of 8.1% for the top ten foundries, reaching nearly $45.1 billion in Q3 2025 [1][7] - Despite the positive outlook for Q3 2025, the industry anticipates a conservative demand shift for mainstream terminal applications in 2026 due to international conditions, with limited growth momentum for capacity utilization in Q4 2025 [1][7] Company Performance - TSMC (Taiwan Semiconductor Manufacturing Company) reported a revenue of approximately $33.1 billion in Q3 2025, a 9.3% increase from the previous quarter, supported by strong demand from smartphones and HPC, increasing its market share to 71% [2][8] - Samsung's revenue remained stable at about $3.2 billion, with a slight increase in capacity utilization but limited contribution to revenue, maintaining a market share of 6.8% [3][9] - SMIC (Semiconductor Manufacturing International Corporation) achieved a revenue of $2.4 billion, a 7.8% increase, driven by improved capacity utilization and wafer shipments [3][9] - UMC (United Microelectronics Corporation) reported a revenue of nearly $2 billion, a 3.8% increase, benefiting from demand for ICs related to smartphones and PCs, with a market share of 4.2% [3][9] - GlobalFoundries maintained its revenue at approximately $1.7 billion, with a slight decline in market share to 3.6% due to competitive pressures [3][9] - HuaHong Group's revenue grew to over $1.2 billion, a 14.3% increase, with improved wafer shipments and ASP [3][9] - Nexchip (合肥晶合) saw a revenue increase of 12.7% to $409 million, surpassing Tower Semiconductor to become the eighth largest foundry [4][10] - PSMC (Powerchip Semiconductor Manufacturing Corporation) reported a revenue growth of 5.2% to $363 million, driven by strong demand for DRAM and improved foundry prices [4][10]