NuAxiSemiconductor trade intelligence
Charts: TSMC's share of Taiwan chip manufacturing revenue falls to 81.8% as memory makers scale up
What happened
TSMC's revenue grew 37% year-to-date, but its share of Taiwan's foundry market fell to 81.8%. This decline is attributed to other 26 manufacturers growing more than twice as fast. Bearish for TSMC as competition intensifies.
Impact and signal
Medium impactImpact score: 60/100
Affected components and suppliers
晶圆代工
TSMC其他代工厂商
market_sharecapacity_expansioncompetition
Source and time
Source: DigiTimes Asia · 8/20/2026 · View original source
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