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The financial results for the second quarter of 2025 underscore a widening gap within the wafer foundry sector. The total revenue of the top ten manufacturers soared to USD 41.72 billion, marking a notable sequential uptick. This surge signals that the semiconductor cycle has hit rock bottom and is now firmly on the rebound. Yet, nearly all the growth was monopolized by TSMC, while other players, even those with positive growth, witnessed a dilution in their market shares. In Q2, TSMC's revenue rocketed past USD 30.2 billion, securing a commanding 70.2% of the global market and cementing its status as the undisputed industry frontrunner. The Motley Fool, a renowned U.S. investment research platform, forecasts that TSMC is on track to become the next semiconductor giant with a market cap of USD 2 trillion.
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