Global semiconductor foundry market hit a record $320 billion in 2025 as TSMC pulled further ahead

The global semiconductor foundry market reached a record $320 billion in revenue in 2025, growing 16% year-over-year, with TSMC leading the market at 38% share and significant growth. Demand for AI GPUs and custom AI ASICs were key drivers for this growth. TSMC's revenue increased by 36% year-over-year, while non-TSMC foundries collectively grew by 8%, except for Chinese foundries like SMIC and Nexchip, which saw higher growth rates due to localization efforts. The industry is seeing a shift towards system-level integration and advanced packaging as key factors for AI deployment.