TREE NEWS reports: TSMC’s share of the global wafer foundry market rose to a record 72.5% in the second quarter, up from 72.3% in the first quarter. Samsung Electronics ranked second with 5.9%, while China’s SMIC placed third at 5.4%. The figures underscore TSMC’s widening lead in contract chipmaking.
TSMC Foundry Market Share Hits Record 72.5% in Q2, TrendForce Says
AI take
A record share that moved only marginally quarter-on-quarter suggests TSMC's dominance is now structural rather than momentum-driven, with Samsung and SMIC competing for a distant second place. For crypto and RWA markets, the read-through is indirect but real: advanced-node capacity at a single foundry remains the chokepoint behind every AI and high-performance compute narrative that tokenized infrastructure projects lean on. Whether Samsung or SMIC can close any of that gap, and how TSMC's concentration affects pricing and allocation for AI-adjacent chip demand, is the open question.
Generated by AI for reference only.
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