Foundry Market Grows 29% Amid AI Semiconductor Boom... TSMC's Market Share Tops 70%

Analysis of the Foundry Market in Q2
Supply-Demand Imbalance in Both Advanced and Mature Process Technologies
TSMC Maintains Top Market Share, Samsung Electronics in Second Place

In the second quarter of this year, the global foundry (semiconductor contract manufacturing) market continued to grow, driven by the demand for artificial intelligence (AI) semiconductors. Taiwan's TSMC maintained its dominance with a market share of over 70%, widening its lead over second-place Samsung Electronics to 66 percentage points.

According to market research agency Counterpoint Research on August 28, the foundry market grew by 29% year-on-year in the second quarter, fueled by a surge in AI semiconductor-related orders and production capacity reallocation.

Counterpoint Research analyzed, "Both advanced and mature process segments continue to experience supply-demand imbalances."

By company, TSMC secured the top spot in the second quarter of this year with a 73% market share. The report attributed this to mass production of 2nm process technology, expansion of 3nm processes, shortages in mature processes such as 8-inch and 12-inch wafer production, and tight supply for advanced packaging.

Pure foundry market share trends. Counterpoint Research.

Samsung Electronics, ranked second, recorded the same 7% market share as the previous quarter during the same period. The gap with TSMC stands at 66 percentage points.

However, Counterpoint Research noted, "Samsung remains focused on improving yields for its SF2 process, while demand for SF4 and SF5 processes and the foundry wafer price hikes in the first half of this year are also key drivers of its revenue growth."

China's SMIC maintained its third-place position, achieving record-high revenue in the second quarter thanks to strong domestic demand in China and increased overseas orders.

Counterpoint Research predicted, "In the second half of this year, average selling prices (ASP) of foundry wafers will continue to rise, and the utilization rates of pure-play foundry companies are expected to remain relatively high."

This content was produced with the assistance of AI translation services.