Group 1 - The global pure semiconductor foundry industry revenue is expected to grow by 17% year-on-year to exceed $165 billion by 2025, up from $105 billion in 2021, with a compound annual growth rate (CAGR) of 12% from 2021 to 2025 [1] - Advanced nodes, particularly 3nm and 5/4nm, are driving revenue growth, with 3nm node revenue projected to increase by over 600% to approximately $30 billion by 2025, while 5/4nm node revenue is expected to exceed $40 billion [1] - Advanced nodes, including 7nm, are anticipated to contribute over half of the total pure foundry revenue by 2025, highlighting the industry's focus on cutting-edge technology to support high-end AI smartphones and HPC solutions [1] Group 2 - The 2nm node is expected to account for only 1% of total revenue in 2025 but is projected to expand rapidly, potentially exceeding 10% by 2027 due to increased capacity from TSMC in Taiwan [2] - The share of mature nodes (28nm and above) is expected to decline from 54% in 2021 to 36% in 2025, indicating a gradual phase-out of traditional technologies, although revenue from these nodes is expected to remain stable [2] - TSMC is identified as the largest beneficiary in advanced nodes, followed by Samsung and Intel, while UMC, GlobalFoundries, and SMIC continue to see strong demand in other nodes [3] Group 3 - The global semiconductor foundry 2.0 market revenue is projected to grow by 12.5% year-on-year to $72.29 billion in Q1 2025, driven by surging demand for AI and HPC chips [3] - Foundry 2.0 encompasses not only traditional wafer manufacturing but also packaging, testing, and photomask production, integrating all non-memory component manufacturers [3] - The broader foundry 2.0 market is expected to reach $298 billion by 2025, marking an 11% year-on-year growth, transitioning from a recovery phase in 2024 to a growth phase in 2025 [4]

Core Insights - The global semiconductor foundry 2.0 market revenue reached $72.29 billion in Q1 2025, reflecting a year-on-year growth of 13% driven by increased demand for artificial intelligence and high-performance computing chips [1] Industry Summary - The growth in the semiconductor foundry market is primarily attributed to the rising demand for advanced nodes (3nm, 4nm/5nm) and advanced packaging technologies [1]

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