Why TSMC grew four times faster than its foundry rivals in 2025 — price hikes, vertical integration, and commanding technology lead pay dividends

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Counterpoint Research’s full-year Foundry Market Supply Tracker estimated that the global semiconductor foundry market generated a record $320 billion in revenue in 2025, growing 16% year-over-year. TSMC accounted for 38% of that total and grew 36% year-over-year. In comparison, non-TSMC foundries collectively grew 8%.

That lopsided split isn’t a one-quarter anomaly or a function of a single product cycle, but instead reflects three massive advantages held by TSMC that reinforced each other…



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Why TSMC grew four times faster than its foundry rivals in 2025 — price hikes, vertical integration, and commanding technology lead pay dividends


Counterpoint Research’s full-year Foundry Market Supply Tracker estimated that the global semiconductor foundry market generated a record $320 billion in revenue in 2025, growing 16% year-over-year. TSMC accounted for 38% of that total and grew 36% year-over-year. In comparison, non-TSMC foundries collectively grew 8%.

That lopsided split isn’t a one-quarter anomaly or a function of a single product cycle, but instead reflects three massive advantages held by TSMC that reinforced each other…



Source link

Disclaimer

We strive to uphold the highest ethical standards in all of our reporting and coverage. We StartupNews.fyi want to be transparent with our readers about any potential conflicts of interest that may arise in our work. It’s possible that some of the investors we feature may have connections to other businesses, including competitors or companies we write about. However, we want to assure our readers that this will not have any impact on the integrity or impartiality of our reporting. We are committed to delivering accurate, unbiased news and information to our audience, and we will continue to uphold our ethics and principles in all of our work. Thank you for your trust and support.

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