Taiwan Semiconductor Manufacturing Company Limited (TSM)'s Foundry Market Share Surged in Q2: Report

Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is among the 15 Stocks ChatGPT Predicts Could Make You Wealthy in 5 Years. The company’s share of the semiconductor foundry market increased to 38% in Q2 2025, compared to 31% during the same period last year, according to Counterpoint Research.

The market share gains follow a 19% year-over-year growth in sector-wide foundry revenue, driven by AI demand on advanced processes and packaging, and pull-in from China’s subsidy program.

The research firm expects this to further increase by mid-single digits during Q3, with the traditional peak season for consumer electronics, existing subsidy policy in China, and accelerating AI orders being the major drivers.

William Li, a senior analyst at Counterpoint Research, was quoted as saying the following about Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM):

“As advanced packaging technologies gain importance, we believe chip vendors will increasingly rely on advanced packaging to enhance the performance of their chip solutions. Given TSMC’s current technological capabilities and strong customer relationships, the company is expected to remain not only a leader in advanced process nodes but also a front-runner in advanced packaging for the foreseeable future.”

Furthermore, the research firm also noted that while Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) significantly expanded its market share from last year, most other players in the sector either remained stagnant or reported slight losses.

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