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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