Articles tagged with "Semiconductors, TSMC, AI-Chips"

Why TSMC grew four times faster than its foundry rivals in 2025 — price hikes, vertical integration, and commanding technology lead pay dividends

TSMC outpaced its foundry rivals in 2025 with a 36% year-over-year growth in revenue, compared to non-TSMC foundries' 8% growth. This was attributed to TSMC's concentration on leading-edge nodes, rising wafer prices, and vertical integration into advanced packaging for AI chips. While Samsung and other competitors faced challenges with yields and technology advancements, TSMC's strategic advantages allowed for significant revenue growth. TSMC's expansion into advanced packaging also contributed to its success, with CoWoS capacity doubling and plans for further increases. Despite potential competition from Samsung and Intel in the future, TSMC's current advantages position it as a dominant force in the semiconductor foundry market.