NuAxiSemiconductor trade intelligence

Why TSMC grew four times faster than its foundry rivals in 2025 — price hikes, vertical integration, and commanding technology lead pay dividends

What happened

TSMC grew 36% YoY in 2025, driven by a 74% revenue share from advanced nodes like 3nm and 5nm, while Samsung's low 3nm yields limited its market share.

Impact and signal

High impactImpact score: 90/100

Affected components and suppliers

3nm Process5nm ProcessAdvanced Packaging

TSMC Samsung Electronics

market-shareprice-hikeshortage

Source and time

Source: Tom's Hardware · 4/6/2026 · View original source

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Why TSMC grew four times faster than its foundry rivals in 2025 — price hikes, vertical integration, and commanding technology lead pay dividends

What happened

Impact and signal

Affected components and suppliers

Source and time

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