Taiwan Semiconductor Manufacturing captures 73% of foundry revenue as AI demand widens its lead

When one company controls nearly three-quarters of an entire global industry’s revenue, calling it dominant feels like an understatement. Taiwan Semiconductor Manufacturing Co. has done exactly that, capturing approximately 73% of the worldwide foundry market in the second quarter of 2026, according to Counterpoint Research. That’s the second consecutive quarter TSMC has held that share. Its closest competitor, Samsung Foundry, sits at roughly 5.9%. The numbers behind the dominance TrendForce data largely mirrors the Counterpoint findings, pegging TSMC’s Q2 2026 share at 72.5% with quarterly revenue approaching $40.2 billion. That figure represents a 12.1% increase from the prior quarter, driven by full utilization of advanced manufacturing capacity and a boost from smartphone inventory builds. For the full year of 2025, TSMC pulled in $122.54 billion in foundry revenue. That was a 36.1% jump year-over-year, giving it a 69.9% share for the calendar year. Advanced nodes, meaning chips built on 7-nanometer process technology and below, accounted for 74% of TSMC’s wafer revenue in 2025. These are the chips that power AI training clusters, high-end GPUs, and the servers that companies ...