TSMC Allegedly Drove 90% of Incremental Foundry Revenue in Q3 2025 and Expected to See Over 35% Y/Y Growth for CY2025

Unofficial industry tracking suggests TSMC was responsible for 90% of the incremental foundry revenue in Q3 2025, securing 94% of operating profits and a 72% market share. Furthermore, TSMC is projected to grow over 35% year-over-year in 2025, while the rest of the foundry industry is only expected to see 1% growth, with Samsung's external foundry business reportedly lagging behind SMIC.