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Global semiconductor foundry market hit a record $320 billion in 2025 as TSMC pulled further ahead [Yahoo! Finance]
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The global semiconductor foundry market generated a record $320 billion in revenue in 2025, growing 16% year-over-year, according to Counterpoint Research's Foundry Market Supply Tracker published on Monday, March 30. Demand for AI GPUs and custom AI ASICs drove the gains across both advanced manufacturing and advanced packaging, with TSMC accounting for 38% of the total market and growing at more than four times the rate of its nearest competitors. Go deeper with TH Premium: Chipmaking tsmc A deeper look at the chipmaking supply chain TSMC's $165 billion U.S. investments examined China reportedly reverse-engineers EUV tool China bets on DUV, as EUV blockade reshapes chipmaking Counterpoint's figures use an expanded "Foundry 2.0" definition that includes pure-play foundries, non-memory integrated device manufacturers (IDMs), outsourced semiconductor assembly and test (OSAT) companies, and photomask suppliers. Under that framework, pure-play foundries accounted for 54% o
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