TSMC Captures More Than Two-Thirds of the Global Chip Market

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TSMC Captures More Than Two-Thirds of the Global Chip Market

11.09.2025 News

In Q2 2025, global revenues of contract semiconductor manufacturers rose 14.6% to a record $41.7 billion, according to TrendForce. The lion’s share went to TSMC, which strengthened its dominance to 70.2%, earning over $30 billion in just three months.

Nearly three-quarters of TSMC’s revenue comes from technologies at 7nm and below, with 3nm production accounting for around a quarter of total sales. These chips power Nvidia’s Blackwell GPUs, AMD’s Zen 5 processors, and Apple computers with M-series chips. Demand was also supported by the recovery of the smartphone market after several tough years and by PC makers preparing to launch new AI-enabled laptops this fall.

TSMC has secured its advantage through technological leadership and advanced packaging capabilities, which are critical for integrating memory and compute units. This enabled the company to meet record demand for chips powering data centers and consumer electronics.

Competitors remain far behind. Samsung posted 9% growth in this segment, but its market share stood at just 7.2%. Its key orders included smartphone processors and the main chip for the upcoming Nintendo Switch 2. Meanwhile, China’s SMIC lost 1.7% in revenue, dropping to a 5.1% market share due to difficulties in advanced process manufacturing.

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