Global Pure Foundry Market Share: Quarterly
| Brands | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 |
|---|---|---|---|---|---|---|
| TSMC | 69% | 68% | 71% | 72% | 72% | 73% |
| Samsung Foundry | 8% | 9% | 8% | 7% | 7% | 7% |
| SMIC | 6% | 6% | 5% | 5% | 5% | 5% |
| UMC | 5% | 5% | 5% | 4% | 4% | 4% |
| Global Foundries | 5% | 4% | 4% | 4% | 4% | 3% |
| Others | 8% | 8% | 8% | 7% | 8% | 7% |
Market Highlights
- The pure-play foundry sector grew 30% YoY in Q1 2026, primarily driven by surging AI GPU and ASIC orders, including for advanced packaging.
- TSMC captured 73% of the pure-foundry market, supported by its accelerating N3 ramp, strong N4/N5 utilization from AI GPUs, tight supply in mature nodes amid capacity adjustments, and increasing CoWoS capacity.
- Samsung held the No. 2 position, though its market share slipped slightly QoQ as yield progress on leading-edge nodes remained gradual. Samsung Foundry is prioritizing yield improvement on its SF2/SF2P process to regain competitiveness at the advanced nodes.
- SMIC delivered a new record quarter in Q1 2026, securing the No. 3 spot in terms of revenue with 93.7% utilization rate.
- Looking ahead, we expect utilization at advanced nodes and total wafer shipments across major foundries to continue rising throughout 2026 amid order migration driven by TSMC's capacity adjustments.
Data on this page is updated every quarter.
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| Brands | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 |
| TSMC | 66% | 69% | 68% | 71% | 72% | 72% |
| Samsung Foundry* | 9% | 8% | 9% | 8% | 7% | 7% |
| SMIC | 6% | 6% | 6% | 5% | 5% | 5% |
| UMC | 5% | 5% | 5% | 5% | 4% | 4% |
| GlobalFoundries | 5% | 5% | 4% | 4% | 4% | 4% |
| Others | 9% | 8% | 8% | 8% | 8% | 8% |
(*) Samsung includes foundry service for its internal logic IC business
Market Highlights
- The pure-play foundry sector grew 20% YoY in Q4 2025, bringing full-year 2025 revenue growth to 26% YoY. This strong performance was mainly driven by robust demand for continued momentum in AI GPUs, ASICs, and accelerators on 4/5nm.
- TSMC maintained its dominant position with a 72% share of the pure-play foundry market, supported by the ramp-up of N3 in smartphone and PC applications, solid N4 demand from NVIDIA’s Blackwell GPUs, and continued contribution from CoWoS.
- Samsung ranked second with a 7% market share. The company remains focused on improving yields for its SF2 process, while also seeing solid traction in SF4, driven by demand for HBM4 logic dies.
- SMIC once again set a quarterly revenue record in Q4 2025, reaching a 5.3% market share. Growth was supported by strong domestic demand under the “China-for-China” trend in consumer electronics, along with continued expansion in 12-inch capacity.
- In 2026, we believe not only advanced nodes but also parts of the 8-inch segment to see improved utilization. Combined with a broad-based increase in wafer pricing, this is likely to further support foundry revenue growth in 2026.
| Brands | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 |
|---|---|---|---|---|---|---|
| TSMC | 65% | 66% | 69% | 68% | 71% | 72% |
| Samsung Foundry* | 10% | 9% | 8% | 9% | 8% | 7% |
| SMIC | 6% | 6% | 6% | 6% | 5% | 5% |
| UMC | 6% | 5% | 5% | 5% | 5% | 4% |
| GlobalFoundries | 5% | 5% | 5% | 4% | 4% | 4% |
| Others | 9% | 9% | 8% | 8% | 8% | 8% |
Market Highlights
- The pure-play foundry sector grew 29% YoY in Q3 2025, driven by surging AI-related orders and continued policy support in China.
- TSMC captured 72% of the pure-foundry market, supported by its accelerating 3nm ramp, strong 4/5nm utilization from AI GPUs, and expanded CoWoS capacity.
- Samsung held the No. 2 position, though its market share slipped QoQ as yield progress on leading-edge nodes remained gradual. Samsung Foundry is prioritizing yield improvement on its SF2 (2nm) process in an effort to regain competitiveness at the advanced nodes.
- SMIC delivered a record Q3 2025, securing the No. 3 spot by revenue with utilization rising to 95.8%.
- Looking ahead, we expect utilization at advanced nodes and total wafer shipments across major foundries to continue rising into 2026.
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Team Counterpoint
Counterpoint Research is a global industry and market research firm providing market data, intelligence, thought leadership and consulting across the technology ecosystem. We advise a diverse range of global clients spanning the supply chain – from chipmakers, component suppliers, manufacturers and software and application developers to service providers, channel players and investors. Our veteran team of analysts serve these clients through our offices located across the key innovation hubs, manufacturing clusters and commercial centers globally. Our analysts consistently engage with C-suite through to strategy, market intelligence, supply chain, R&D, product management, marketing, sales and others across the organization. Counterpoint’s key coverage areas: AI, Automotive, Cloud, Connectivity, Consumer Electronics, Displays, eSIM, IoT, Location Platforms, Macroeconomics, Manufacturing, Networks & Infra, Semiconductors, Smartphones and Wearables.