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Taiwan Semiconductor Manufacturing Company Limited (TSM)’s Foundry Market Share Surged in Q2: Report

Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is among the 15 Stocks ChatGPT Predicts Could Make You Wealthy in 5 Years. The company’s share of the semiconductor foundry market increased to 38% in Q2 2025, compared to 31% during the same period last year, according to Counterpoint Research.

The market share gains follow a 19% year-over-year growth in sector-wide foundry revenue, driven by AI demand on advanced processes and packaging, and pull-in from China’s subsidy program.

The research firm expects this to further increase by mid-single digits during Q3, with the traditional peak season for consumer electronics, existing subsidy policy in China, and accelerating AI orders being the major drivers.

William Li, a senior analyst at Counterpoint Research, was quoted as saying the following about Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM):

“As advanced packaging technologies gain importance, we believe chip vendors will increasingly rely on advanced packaging to enhance the performance of their chip solutions. Given TSMC’s current technological capabilities and strong customer relationships, the company is expected to remain not only a leader in advanced process nodes but also a front-runner in advanced packaging for the foreseeable future.”

Furthermore, the research firm also noted that while Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) significantly expanded its market share from last year, most other players in the sector either remained stagnant or reported slight losses.

While we acknowledge the risk and potential of TSM as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than TSM and that has 10,000% upside potential, check out our report about this cheapest AI stock.

READ NEXT: 11 Best Performing Defense Stocks to Buy Now and 13 Best S&P 500 Stocks to Buy According to Wall Street Analysts

Disclosure: None.

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At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

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  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
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