TSMC(US:TSM) TrendForce集邦·2025-09-05 08:29Group 1: Semiconductor Foundry Industry - In Q2 2025, the global semiconductor foundry revenue reached a record high of over $41.7 billion, with a quarter-on-quarter increase of 14.6% driven by pre-stockpiling effects from consumer subsidies in China and demand for new smartphones and PCs [2][3] - TSMC maintained a dominant market share of 70.2% in Q2 2025, significantly ahead of its competitors [3] Group 2: DRAM Industry - The DRAM industry revenue in Q2 2025 was $31.6 billion, reflecting a quarter-on-quarter increase of 17.1%, attributed to rising contract prices and increased shipment volumes [7][8] - SK Hynix led the DRAM market with a revenue of $12.2 billion and a market share of 38.7%, showing a significant growth of 25.8% from the previous quarter [8] Group 3: Apple iPhone 17 Series - The iPhone 17 series is expected to see a 3.5% increase in shipment volume compared to the iPhone 16 series, despite challenges from a weak global economy and potential price increases for high-end models [5] - The iPhone 17 series will include four models, featuring upgraded processors and improved camera capabilities, which are anticipated to drive consumer interest [5][6]