TSMC tightens its grip on the foundry market as Q2 2025 numbers show its dominance growing even stronger. According to TrendForce, the chipmaking leader captured 70.2 percent revenue share in the quarter, up from 67.6 percent in Q1. That surge translated into an 18.5 percent jump in quarterly revenue, reaching an estimated $30.239 billion, up from $25.517 billion. The broader foundry industry also had a tailwind, climbing 14.6 percent quarter over quarter on the back of national subsidies and aggressive restocking across smartphones, AI, PCs, and servers.
While the market expanded, the gains weren’t evenly distributed. Samsung, TSMC’s closest competitor at advanced nodes, saw its revenue share slip from 7.7 percent to 7.3 percent in Q2 2025. Even so, Samsung’s foundry revenue still grew 9.2 percent to an estimated $3.159 billion—solid progress, but a reminder of the widening gap at the cutting edge.
TSMC’s roadmap is a major reason that gap could expand further. The company is slated to begin mass production of its 2nm technology in the fourth quarter of 2025. TrendForce expects TSMC’s market share to reach roughly 75 percent in 2026 as demand for this node ramps. As in previous transitions, Apple appears to have secured the initial wave of 2nm wafer supply, with additional momentum coming from orders by Qualcomm, MediaTek, Broadcom, and others.
Looking beyond 2nm, TSMC is preparing a new facility in Taiwan focused on 1.4nm-class production, backed by an initial investment reportedly around $49 billion. That build-out underscores an aggressive push to maintain leadership through successive process nodes as AI and high-performance computing drive unprecedented silicon demand.
Samsung isn’t standing still. The company is advancing its own 2nm GAA process and is aiming to debut the Exynos 2600 on this technology ahead of rivals as a statement of intent. If execution aligns with the roadmap, it could help Samsung regain momentum at the leading edge and narrow the gap in future quarters.
Bottom line: A resurgent end-market cycle, national support, and a fast-moving node transition are propelling TSMC to new heights, with 2nm set to be the next big catalyst. Samsung’s 2nm GAA efforts add competitive pressure, but for now, the balance of power in advanced foundry manufacturing remains firmly in TSMC’s favor.
