During the second quarter of 2025, the global wafer foundry industry witnessed a notable surge in both capacity utilization and shipments, fueled by consumption subsidies in the Chinese market and heightened demand for new products anticipated in the latter half of the year. The cumulative revenue of the top ten wafer foundries surpassed $41.7 billion, marking a robust 14.6% quarter-over-quarter (QoQ) growth. TSMC emerged as the clear leader, generating a revenue of $30.24 billion, which signifies a QoQ increase of 18.5% and a commanding market share of 70.2%. Samsung closely followed, with revenues amounting to nearly $3.16 billion, reflecting a QoQ growth of 9.2% and securing a 7.3% market share. Meanwhile, SMIC placed third, despite experiencing a slight decline in revenue to $2.21 billion and a marginal drop in market share to 5.1%.
