TSMC Achieves Over 70 Percent Market Share in Q2 2025, Boosted by Rising Demand for 2nm Wafers in 2026

The recent advancements made by Taiwan Semiconductor Manufacturing Company (TSMC) solidify its position as the leading player in the semiconductor industry, with no immediate competitor on the horizon. Recent projections indicate that TSMC achieved an astounding revenue market share of over 70% in Q2 2025. This notable achievement can be attributed to a variety of factors, including significant national subsidies and a robust increase in demand across sectors such as smartphones, artificial intelligence (AI), PCs, and servers, contributing to an impressive 14.6% growth in the overall industry revenue.

During the second quarter of 2025, TSMC’s market share expanded to 70.2%, a rise from 67.6% in the previous quarter, as reported by TrendForce. The Taiwanese powerhouse achieved a remarkable quarterly revenue surge of 18.5%, culminating in an estimated earnings report of $30.239 billion compared to $25.517 billion in Q1 2025. However, this growth comes at a cost to its closest competitor, Samsung, whose market share dipped from 7.7% to 7.3% during the same period, even as Samsung experienced a 9.2% revenue growth, bringing its total earnings to approximately $3.159 billion in Q2 2025. This disparity illustrates the fierce competition simmering in the semiconductor foundry sector.

Looking ahead, TSMC’s market share is projected to reach an impressive 75% by 2026, driven largely by increasing demand for its cutting-edge 2nm technology, with mass production set to kick off in the fourth quarter of 2025. Apple has once again secured the initial supply of these advanced wafers; however, TSMC’s expansion will be further supported by orders from key players including Qualcomm, MediaTek, and Broadcom, indicating a promising trajectory for the company.

TSMC Q2 2025 market share revenue soared to 70 percent

In a bid to maintain its competitive edge, TSMC is reportedly investing heavily in the construction of a new facility dedicated to the mass production of 1.4nm chips, with an initial investment projected at a staggering $49 billion. This bold strategy highlights TSMC’s relentless ambition, but Samsung is not resting on its laurels. The South Korean firm is actively advancing its 2nm Gate-All-Around (GAA) process, aiming to debut the Exynos 2600 chipset fabricated using this technology before its rival can consolidate the market further.

For further details, refer to the report from TrendForce.

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