The foundry market is still an AI story — and $TSM is still taking almost all of it.
Counterpoint says pure-play foundry grew 29% year-over-year in Q2. TSMC held 73% share. Samsung stayed at 7%. That's a 66-point gap.
Both leading-edge and mature nodes remain tight. TSMC's lead is being fed by 2nm production ramp, wider 3nm mix, and shortages across 8-inch and 12-inch mature capacity plus advanced packaging.
Samsung is still working through SF2 yields. SF4 and SF5 demand plus wafer price hikes in H1 helped it hold revenue flat — but share didn't budge.
SMIC kept third place with record sales on stronger China demand and more overseas orders.
Counterpoint expects foundry wafer ASPs to keep rising in H2, with utilization staying high. The bottleneck hasn't flipped from chips to empty lines. It has spread from advanced logic into packaging and older nodes at the same time.
The AI infrastructure build is still accelerating — and the supply chain is stretched across every layer. 📊
Counterpoint says pure-play foundry grew 29% year-over-year in Q2. TSMC held 73% share. Samsung stayed at 7%. That's a 66-point gap.
Both leading-edge and mature nodes remain tight. TSMC's lead is being fed by 2nm production ramp, wider 3nm mix, and shortages across 8-inch and 12-inch mature capacity plus advanced packaging.
Samsung is still working through SF2 yields. SF4 and SF5 demand plus wafer price hikes in H1 helped it hold revenue flat — but share didn't budge.
SMIC kept third place with record sales on stronger China demand and more overseas orders.
Counterpoint expects foundry wafer ASPs to keep rising in H2, with utilization staying high. The bottleneck hasn't flipped from chips to empty lines. It has spread from advanced logic into packaging and older nodes at the same time.
The AI infrastructure build is still accelerating — and the supply chain is stretched across every layer. 📊
