Group 1 - Taiwan Semiconductor Manufacturing Company Limited (TSM) has increased its share of the semiconductor foundry market to 38% in Q2 2025, up from 31% in the same period last year [1][2] - The foundry sector experienced a 19% year-over-year growth in revenue, driven by demand for AI and advanced processes, along with support from China's subsidy program [2][3] - TSMC is expected to see further market share growth in Q3, supported by the peak season for consumer electronics, existing subsidy policies in China, and increasing AI orders [3] Group 2 - Advanced packaging technologies are becoming increasingly important, and TSMC is well-positioned to lead in both advanced process nodes and advanced packaging due to its technological capabilities and strong customer relationships [3] - While TSMC has significantly expanded its market share, most other players in the semiconductor sector have either remained stagnant or reported slight losses [3]