NuAxiSemiconductor trade intelligence
Global semiconductor foundry market hit a record $320 billion in 2025 as TSMC pulled further ahead
What happened
The global foundry market hit a record $320 billion in 2025, growing 16% YoY, driven by AI GPU and ASIC demand. TSMC led with 36% growth and 38% market share, while non-TSMC foundries grew 8%. Bullish: TSMC's dominance and market expansion signal strong demand, though Q4 growth moderated to 25%.
Impact and signal
Medium impactImpact score: 65/100
Affected components and suppliers
market_growthfoundryai_demand
Source and time
Source: Tom's Hardware · 4/2/2026 · View original source
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