TSMC(US:TSM) 国芯网·2025-10-11 07:27Core Insights - TSMC continues to dominate the global foundry market with a market share of 71%, increasing by 3 percentage points from the previous quarter and 6 percentage points year-over-year [2][4] - The overall pure foundry market sales grew by 33% year-over-year, driven by the expansion of the AI industry and supportive policies from the Chinese government [4] - Samsung Electronics holds the second position with an 8% market share, but has seen a decline of 1 percentage point from the previous quarter and 2 percentage points year-over-year [4][6] Group 1: Market Performance - TSMC's market share in the pure foundry market reached 71% in Q2 2023, up from 68% in Q1 2023 and 65% in Q2 2022 [2][4] - The growth in the foundry market is largely attributed to the demand for AI-related semiconductors and the impact of China's subsidy policies [4] - Samsung's market share decreased to 8%, maintaining its second position due to the recovery in smartphone and consumer device markets [4][6] Group 2: Competitor Analysis - SMIC ranks third with a 5% market share, experiencing a decline of 1 percentage point from the previous quarter, but continues to benefit from government subsidies [6] - UMC and GlobalFoundries follow SMIC with market shares of 5% and 4% respectively [6] - Counterpoint Research predicts that the utilization rates of advanced processes and overall wafer shipments will continue to rise in the second half of 2025 [6]