Global foundry market grows 29% on AI chip demand in Q2: report
Global pure-play foundry market rose 29% year-on-year in Q2, driven by AI chip demand, with TSMC leading at 73% share.
According to Counterpoint Research, AI-related orders and capacity reallocation remain key drivers of supply-demand imbalances in both advanced and mature nodes.
Taiwan Semiconductor Manufacturing Co. (TSMC) retained its position as the market leader with a 73 percent share in the cited period, extending its lead for two consecutive quarters. Counterpoint Research attributed TSMC's strong performance largely to the mass production of chips using its 2-nanometer process, the expansion of 3-nanometer production, and supply shortages in mature 8-inch and 12-inch processes as well as advanced packaging.
Samsung Electronics Co. maintained the No. 2 spot, with its market share remaining relatively unchanged from the previous quarter. Samsung Foundry's major target is still on improving SF2's yield rate. However, demand from SF4 and SF5 is also a key driver of revenue growth in addition to the foundry wafer price increase in the first half of the year.
Editor's Summary
The report highlights that AI chip demand continues to drive robust growth in the global foundry market, with TSMC solidifying its dominance through advanced process and packaging capacity. Samsung stays competitive by focusing on yield improvement and mature-node demand, while overall supply-demand tensions persist across nodes.