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A recent report from Counterpoint Research highlights that the global foundry industry concluded 2024 with an impressive annual growth rate of 22%, marking a robust period of recovery and expansion since 2023. Looking ahead, the relentless surge in AI demand is poised to propel foundries like TSMC towards even greater opportunities. It is anticipated that the industry's revenue will jump by approximately 20% in 2025. By 2028, the global foundry sector is expected to maintain its momentum, with a projected compound annual growth rate (CAGR) of revenue ranging between 13% and 15% over this span. This sustained growth trajectory will be underpinned by technological advancements in 3nm, 2nm, and beyond, alongside the accelerated adoption of advanced packaging technologies, including CoWoS and 3D integration.
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