{"id":196843,"date":"2025-12-22T19:21:12","date_gmt":"2025-12-22T19:21:12","guid":{"rendered":"https:\/\/www.newsbeep.com\/nz\/196843\/"},"modified":"2025-12-22T19:21:12","modified_gmt":"2025-12-22T19:21:12","slug":"ai-chips-are-driving-a-foundry-boom-why-tsmc-is-winning-the-most","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/nz\/196843\/","title":{"rendered":"AI Chips Are Driving a Foundry Boom. Why TSMC Is Winning the Most"},"content":{"rendered":"\n<p class=\"yf-7hmkaz\">This article first appeared on <a href=\"https:\/\/www.gurufocus.com\/news\/4079799\/ai-chips-are-driving-a-foundry-boom-why-tsmc-is-winning-the-most?utm_source=yahoo_finance&amp;utm_medium=syndication&amp;utm_campaign=headlines&amp;r=caf6fe0e0db70d936033da5461e60141\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:GuruFocus;elm:context_link;itc:0;sec:content-canvas\" class=\"link \">GuruFocus<\/a>.<\/p>\n<p class=\"yf-7hmkaz\">Global semiconductor foundry revenue rose about 17% year over year to roughly $84.8 billion in the third quarter of 2025, supported by strong demand for artificial intelligence chips built on advanced manufacturing nodes, according to a research note from Counterpoint Research.<\/p>\n<p class=\"yf-7hmkaz\">Taiwan Semiconductor Manufacturing Company (<a class=\"link \" href=\"https:\/\/finance.yahoo.com\/quote\/TSM\" data-ylk=\"slk:NYSE:TSM;elm:context_link;itc:0;sec:content-canvas\" rel=\"nofollow noopener\" target=\"_blank\">NYSE:TSM<\/a>) widened its lead, with <a href=\"https:\/\/counterpointresearch.com\/en\/insights\/global-semiconductor-foundry-market-share?utm_source=chatgpt.com\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:market share edging;elm:context_link;itc:0;sec:content-canvas\" class=\"link \">market share edging <\/a>up to about 72%. The gains followed higher output of its 3-nanometer process and solid utilization of 4- and 5-nanometer capacity, used heavily by AI accelerator customers such as Nvidia (<a class=\"link \" href=\"https:\/\/finance.yahoo.com\/quote\/NVDA\" data-ylk=\"slk:NASDAQ:NVDA;elm:context_link;itc:0;sec:content-canvas\" rel=\"nofollow noopener\" target=\"_blank\">NASDAQ:NVDA<\/a>), Advanced Micro Devices (<a class=\"link \" href=\"https:\/\/finance.yahoo.com\/quote\/AMD\" data-ylk=\"slk:NASDAQ:AMD;elm:context_link;itc:0;sec:content-canvas\" rel=\"nofollow noopener\" target=\"_blank\">NASDAQ:AMD<\/a>), and Broadcom (<a class=\"link \" href=\"https:\/\/finance.yahoo.com\/quote\/AVGO\" data-ylk=\"slk:NASDAQ:AVGO;elm:context_link;itc:0;sec:content-canvas\" rel=\"nofollow noopener\" target=\"_blank\">NASDAQ:AVGO<\/a>).<\/p>\n<p class=\"yf-7hmkaz\">TSMC&#8217;s foundry revenue grew more than 40% from a year earlier, outpacing the broader market. Counterpoint said most rival foundries posted slower growth, with non-TSMC players collectively expanding revenue by about 6%, reflecting softer orders after earlier tariff-related demand but some support from China&#8217;s subsidy programs.<\/p>\n<p class=\"yf-7hmkaz\">Looking ahead, analysts said capacity limits at advanced nodes and constraints in advanced chip packaging, known as CoWoS, may cap sequential growth in the fourth quarter. Full-year 2025 foundry revenue growth is estimated at around 15%.<\/p>\n<p class=\"yf-7hmkaz\">Counterpoint expects the pure-play foundry segment to grow at a faster pace, helped by continued shipments of AI GPUs and custom AI chips. Texas Instruments (<a class=\"link \" href=\"https:\/\/finance.yahoo.com\/quote\/TXN\" data-ylk=\"slk:NASDAQ:TXN;elm:context_link;itc:0;sec:content-canvas\" rel=\"nofollow noopener\" target=\"_blank\">NASDAQ:TXN<\/a>), Intel (<a class=\"link \" href=\"https:\/\/finance.yahoo.com\/quote\/INTC\" data-ylk=\"slk:NASDAQ:INTC;elm:context_link;itc:0;sec:content-canvas\" rel=\"nofollow noopener\" target=\"_blank\">NASDAQ:INTC<\/a>), Infineon (IFNNY), and Samsung Electronics (<a class=\"link \" href=\"https:\/\/finance.yahoo.com\/quote\/SSNLF\" data-ylk=\"slk:SSNLF;elm:context_link;itc:0;sec:content-canvas\" rel=\"nofollow noopener\" target=\"_blank\">SSNLF<\/a>) maintained mid-single-digit market shares.<\/p>\n","protected":false},"excerpt":{"rendered":"This article first appeared on GuruFocus. Global semiconductor foundry revenue rose about 17% year over year to roughly&hellip;\n","protected":false},"author":2,"featured_media":177536,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[20],"tags":[51528,365,363,364,39566,57311,111,139,69,1405,66297,145,6165],"class_list":["post-196843","post","type-post","status-publish","format-standard","has-post-thumbnail","category-artificial-intelligence","tag-advanced-micro-devices","tag-ai","tag-artificial-intelligence","tag-artificialintelligence","tag-counterpoint-research","tag-gurufocus","tag-new-zealand","tag-newzealand","tag-nz","tag-revenue-growth","tag-taiwan-semiconductor-manufacturing-company","tag-technology","tag-tsmc"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/posts\/196843","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/comments?post=196843"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/posts\/196843\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/media\/177536"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/media?parent=196843"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/categories?post=196843"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/tags?post=196843"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}