AI demand is still reordering the foundry business. Pure-play chip manufacturing revenue climbed 29 percent in the second quarter, and nearly three of every four dollars went to TSMC, according to Counterpoint Research figures reported by Yonhap.
TSMC’s 73 percent share marked a second straight quarter on top. Counterpoint points to 2nm mass production, widening 3nm output, tight mature 8-inch and 12-inch lines, and heavy advanced packaging demand as the reasons.
Samsung held second place with share little changed. Its foundry arm is focused on lifting SF2 yield, while SF4 and SF5 orders and first-half wafer price increases underpin revenue.
The report frames the quarter as one of imbalances at every node, with AI orders and capacity shifts driving supply-demand stress. Expect more of the same, Counterpoint says, as the AI buildout keeps changing which nodes matter.
