As chip demand rises, the global semiconductor industry revenue hits $41.7 billion, with TSMC accounting for over $30 billion.
Global semiconductor revenue totalled $41.7 billion in Q2 2025, up 14.6% from the previous quarter, but TSMC’s market share jumps to 70.2% of total. The company’s growth was driven by demand for chips used in AI accelerators, smartphones, and personal computers.
TSMC reported $30 billion in revenue for the quarter and approximately 75% of TSMC’s foundry revenue came from 7nm nodes and below. The 3nm process contributed around 25%, supporting chips used in Nvidia’s Blackwell GPUs, AMD’s Zen 5 CPUs, and Apple’s M-series processors.
Nvidia increases orders for advanced wafers to meet data centre and consumer demand. PC makers have been increasing chip orders before launching their new AI-capable devices.. Smartphone shipments also recovered during the quarter.
TSMC is expanding its advanced packaging output, supporting chip stacking for high-performance applications. These capabilities remain a differentiator in volume manufacturing.
Samsung reported a 9% quarterly growth and held 7.2% share of global revenue. Its shipments included smartphone processors and the SoC for Nintendo’s next-generation console. The Market share of Intel Foundry Services remains small despite continued investment in domestic manufacturing in the United States.
China’s SMIC reported a 1.7% decline in revenue quarter-on-quarter, ending the period with 5.1% market share. The decline is attributed to advanced-node yield and shipment delays.
Supply of advanced chips continues to improve, addressing shortages seen in 2021. However, pricing remains elevated. TSMC’s forthcoming 2nm process is expected to cost more than 3nm, and Nvidia has adjusted GPU prices upward in response to rising wafer input costs.”
