TSMC’s share of the global Foundry 2.0 market rose to 42% in the second quarter, as the market reached a record $96.6 billion. The figures, attributed to Counterpoint Research by BusinessKorea, show AI-chip demand feeding growth across chipmaking and advanced packaging, with TSMC gaining ground as the market expands.
TSMC Watch analysis
What happened
BusinessKorea reports that Foundry 2.0 revenue grew 25% year on year and rose from $86 billion in the first quarter. The wider measure includes pure-play foundries, non-memory chipmakers, assembly and testing firms, and photomask manufacturers, rather than foundry services alone.
Counterpoint’s reported figures put TSMC’s share at 42%, up four percentage points from the previous quarter. Samsung Electronics remained at 4%. Counterpoint links the expansion to demand for AI GPUs and custom AI chips, alongside increased use of advanced manufacturing and packaging.
Why it matters
The figures suggest that the AI-chip boom is strengthening TSMC’s position across a broader manufacturing ecosystem, not just adding demand for the most advanced fabrication processes. Capacity and advanced packaging are part of the same contest, and scale matters when customers need both.
Counterpoint also sees possible openings for Samsung and Intel as capacity tightens. That is an opportunity, not a promise: in the reported figures, Samsung’s share stayed flat while TSMC’s climbed.
Our read
A rising market is welcome news for chipmaking, but the more telling figure is who is capturing that growth. TSMC’s lead widened in a quarter when the market added more than $10 billion in revenue. The next test is whether competitors can turn capacity plans and customer ambitions into share gains, rather than merely appearing in the footnotes.
What to watch
- Whether TSMC’s share continues to rise as demand for AI chips and advanced packaging grows.
- Whether Samsung or Intel converts the capacity opportunities cited by Counterpoint into new business.
- How much of future growth comes from advanced packaging as well as wafer fabrication.
Discussion spark: If AI-chip demand keeps straining capacity, will customers meaningfully shift work to Samsung or Intel, or will TSMC’s scale make its lead harder to challenge?
Sources and evidence
- TSMC Strengthens Grip on Foundry 2.0 Market – businesskorea.co.kr (30 September 2026, 08:58 UTC)
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