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TSMC accounts for 40% of Applied Materials foundry and logic revenue in fiscal year 2025
Saturday, December 27, 2025 at 04:19 PM
TSMC accounted for approximately 40% of Applied Materials' foundry and logic revenue in fiscal year 2025. Applied Materials recorded $4.5 billion in gate-all-around (GAA) revenue, with the majority driven by TSMC's transition to advanced nodes.
Context
Applied Materials (AMAT) achieved record revenue from TSMC in FY25, with sales surging 80% year-over-year to reverse a previous four-year low. This recovery was fueled by a rapid shift toward leading-edge logic, making TSMC responsible for nearly 40% of AMAT’s total foundry and logic revenue. While Samsung revenue also grew by 31%, demand from China fell 16%, highlighting a decisive pivot in the semiconductor supply chain toward advanced manufacturing hubs capable of producing next-generation AI silicon.
The primary growth engine is the industry-wide transition to Gate-All-Around (GAA) transistor architecture, which netted AMAT $4.5 billion in FY25 revenue. AMAT currently captures over 50% share of the GAA and backside power markets, benefiting from a 30% revenue premium per fab compared to older FinFET designs. With global GAA capacity projected to triple from current levels, AMAT’s dominance in high-complexity toolsets positions it as a structural beneficiary of the long-term AI infrastructure ramp.
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