Core Insights - TrendForce's latest report indicates that the global top ten foundries' revenue is expected to exceed $41.7 billion in Q2 2025, marking a record high with a quarter-on-quarter growth of 14.6% due to pre-stockpiling effects from China's consumer subsidies and new product launches in smartphones, laptops/PCs, and servers [1] Group 1: Industry Performance - The third quarter's growth in the foundry sector is driven by seasonal demand for new products, with advanced process nodes receiving significant orders for upcoming main chip releases, leading to an overall increase in capacity utilization and revenue [1] - TSMC's revenue grew by 18.5% in Q2, reaching $30.24 billion, with a market share of 70.2%, solidifying its position as the market leader [1] - Samsung's revenue in Q2 was approximately $3.16 billion, reflecting a quarter-on-quarter increase of 9.2%, maintaining a market share of 7.3% [2] Group 2: Company-Specific Insights - SMIC's revenue in Q2 slightly decreased by 1.7% to around $2.21 billion, with a market share of 5.1% [2] - UMC's revenue grew by 8.2% in Q2, reaching $1.9 billion, with a market share of 4.4% [2] - GlobalFoundries reported a revenue increase of 6.5% in Q2, nearing $1.69 billion, holding a market share of 3.9% [2] Group 3: Tier 2 Foundries - Tier 2 foundries benefited from new IC orders, with HuaHong Group's revenue increasing by approximately 4.6% to $1.06 billion, maintaining a market share of about 2.5% [3] - Nexchip's revenue in Q2 was $360 million, reflecting a nearly 3% quarter-on-quarter increase, ranking ninth in the market [3]

Core Viewpoint - The global top ten foundries are expected to see revenue exceed $41.7 billion in Q2 2025, marking a record high with a quarter-on-quarter increase of 14.6% driven by pre-stockpiling effects from consumer subsidies in China and new product launches in smartphones, laptops/PCs, and servers [1] Industry Summary - The overall wafer foundry capacity utilization and shipment volume are projected to strengthen in Q2 2025, supported by seasonal demand for new products and high-priced wafers [1] - The industry is expected to maintain a continuous quarter-on-quarter revenue increase due to improved capacity utilization [1] Company Performance Summary - **TSMC**: Revenue reached $30.24 billion in Q2 2025, a quarter-on-quarter increase of 18.5%, with a market share of 70.2%, solidifying its position as the market leader [5] - **Samsung**: Revenue was approximately $3.16 billion, up 9.2% quarter-on-quarter, with a market share of 7.3% [6] - **SMIC**: Revenue slightly decreased by 1.7% to around $2.21 billion, with a market share of 5.1% [7] - **UMC**: Revenue grew by 8.2% to $1.90 billion, with a market share of 4.4% [8] - **GlobalFoundries**: Revenue increased by 6.5% to nearly $1.69 billion, holding a market share of 3.9% [9] - **Huahong Group**: Revenue rose by approximately 5% to $1.06 billion, maintaining a market share of 2.5% [10] - **Vanguard**: Revenue was nearly $0.38 billion, up 4.3% quarter-on-quarter, ranking seventh [11] - **Tower**: Revenue increased by 3.9% to $0.37 billion, maintaining an eighth-place market share [12] - **Nexchip**: Revenue reached $0.36 billion, a quarter-on-quarter increase of nearly 3% [13] - **PSMC**: Revenue grew by 5.4% to $0.35 billion, ranking tenth [14]

Core Insights - The overall revenue of the top ten foundries reached over $41.7 billion in Q2 2025, marking a record high with a quarter-on-quarter increase of 14.6% driven by pre-stockpiling effects from consumer subsidies in China and new product launches in the second half of the year [2][5]. Group 1: Industry Performance - The second quarter saw a strong recovery in foundry capacity utilization and shipment volume, primarily due to seasonal demand for new products in smartphones, laptops, and servers [2]. - The advanced process technology is expected to boost revenue significantly, with high-priced wafers contributing positively to the industry's overall performance [2]. Group 2: Company Revenue Performance - TSMC reported a revenue of $30.24 billion in Q2 2025, a quarter-on-quarter increase of 18.5%, achieving a market share of 70.2% [5][6]. - Samsung's revenue reached approximately $3.16 billion, with a 9.2% quarter-on-quarter increase, maintaining a market share of 7.3% [5][7]. - SMIC's revenue slightly decreased by 1.7% to around $2.21 billion due to shipment delays and ASP decline, resulting in a market share of 5.1% [5][8]. - UMC's revenue grew by 8.2% to $1.90 billion, with a market share of 4.4% [5][9]. - GlobalFoundries achieved a revenue of nearly $1.69 billion, increasing by 6.5% quarter-on-quarter, with a market share of 3.9% [5][10]. - HuaHong Group's revenue increased by approximately 5% to $1.06 billion, maintaining a market share of 2.5% [5][11]. - Vanguard's revenue was close to $0.38 billion, with a 4.3% increase, ranking seventh [5][12]. - Tower's revenue reached $0.37 billion, growing by 3.9% [5][13]. - Nexchip's revenue was $0.36 billion, with a nearly 3% increase [5][14]. - PSMC's revenue grew by 5.4% to $0.35 billion, ranking tenth [5][15].

Core Viewpoint - The global wafer foundry industry experienced a polarized development in Q4 2024, with advanced processes benefiting from the growth of emerging applications like AI servers and new flagship smartphone APs, leading to a nearly 10% quarter-on-quarter revenue increase for the top ten foundries, reaching a record high of $38.48 billion [1][2]. Group 1: Industry Overview - The advanced process segment saw growth due to increased demand from AI-related chips and new smartphone platforms, offsetting the decline in mature process demand [1]. - The top ten wafer foundries collectively achieved a revenue of $38.48 billion in Q4 2024, marking a 9.9% increase from Q3 2024 [2]. Group 2: Company Performance - TSMC's revenue grew to $26.85 billion in Q4 2024, a 14.1% increase from Q3 2024, maintaining a market share of 67.1% [2][4]. - Samsung's revenue slightly decreased by 1.4% to $3.26 billion, with a market share of 8.1% due to challenges in offsetting losses from major customer transitions [5]. - SMIC's revenue increased by 1.7% to $2.21 billion, with a market share of 5.5%, benefiting from new 12-inch capacity and optimized product mix [6]. - UMC's revenue was $1.87 billion, a slight decrease of 0.3%, maintaining a market share of 4.7% due to better-than-expected capacity utilization [7]. - GlobalFoundries reported a revenue increase of 5.2% to $1.83 billion, with a market share of 4.6% [8]. - HuaHong Group's revenue grew by 6.1% to $1.04 billion, driven by increased capacity utilization and demand from the home appliance sector [9]. - Tower's revenue increased by 4.5% to $387 million, maintaining a market share of 1.0% [10]. - VIS experienced a revenue decline of 2.3% to $357 million, with a market share of 0.9% [11]. - Nexchip's revenue grew by 3.7% to $344 million, rising to the ninth position in market share [12]. - PSMC's revenue decreased, resulting in a drop to the tenth position, although it remained slightly above Nexchip for the full year [13].