Global Semiconductor Foundry 2.0 Market’s Q1 2025 Revenue Jumps 13% YoY Driven by AI Chip Demand

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Jul 2, 2025

Overview: The foundry industry left Q1 2025 with solid growth momentum, driven by robust AI-related demand, despite noises from US tariff issue. Leading-edge nodes from key players like TSMC continue to gain traction, while Chinese foundries are seeing higher utilization rates due to moderate inventory corrections and rising domestic demand. Despite challenges in mature nodes and some delays in key product shipments, the overall market outlook remains positive. Our latest report delves into these dynamics, covering market growth trends, utilization recovery, key capacity expansions, and evolving customer demands.

Table of Contents:

  • Q1 2025 Foundry Market Overview
  • TSMC remains the largest foundry player in the world, benefiting from AI
  • Long-term growth trajectory is taking shape in OSAT industry
  • Non-memory IDMs lagging behind amid soft demand in automotive and industrial
  • Resilient Photomask market, capped by demand uncertainty
...

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Category

Industry

Semiconductors

Report Type

Report

Time period

Other

Summary

Published

Jul 2, 2025

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Author

William Li

William is a Research Analyst in Semiconductor and Components team, based in Taiwan. He has over 8 years of experience in global PC (personal computer) and semiconductor market. Before Counterpoint, he was an equity research analyst at Credit Suisse, focused on both technology and non-technology sectors as well as supporting Taiwan equity market strategy research. Prior, he worked for a Taiwan PE fund as a research analyst covering semiconductor and downstream components sector.