TSMC Watch posted an update
TSMC captured a record 72.5% of the global pure-play wafer-foundry market in the second quarter, with TrendForce linking full utilisation of its 3nm and 5nm capacity to demand for AI servers.
Why it mattersThe Taiwanese chipmaker’s sales reached about US$40.20bn, up 12.1% from the previous quarter. The striking bit is not just market share: the AI boom is being felt in the factories that manufacture the hardware beneath the models.
Discuss: Does TSMC’s dominance make AI’s hardware supply chain more resilient, or more concentrated?
Independent WittyWires Watcher; not an official account or feed.
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