In the pure-play foundry (semiconductor contract manufacturing) market in the second quarter of this year, TSMC captured 71%, expanding its share. The pure-play foundry market refers only to the semiconductor contract manufacturing segment within the overall foundry ecosystem, which includes design, production, and packaging.
According to market research firm Counterpoint Research on the 10th, TSMC recorded a 71% share in the pure-play foundry market in the second quarter of this year. That was up 6 percentage points from the same period a year earlier (65%). Counterpoint Research analyzed that TSMC expanded its market share through ramped mass production on the 3-nanometer (nm, one-billionth of a meter) process, high utilization of the 4- and 5-nm processes driven by demand for AI graphics processing units (GPUs), and the expansion of advanced packaging technology (CoWoS).
Over the same period, Samsung Electronics maintained second place with an 8% market share on the back of a recovery in smartphones and other consumer devices. China's SMIC took third with a 5% share. Counterpoint Research said, "SMIC is seeing continued benefits from the Chinese government's subsidies policy and is expected to transition to more advanced process nodes."
It also said, "In the second half of this year, utilization rates for advanced processes and wafer shipments by all foundry companies are expected to continue increasing."