Global Pure Foundry Market Share: Quarterly - Counterpoint Research

Counterpoint Research's latest quarterly report on the global pure-play foundry market highlights continued growth in the semiconductor outsourcing sector, with TSMC maintaining its dominant market po... Read original →

TSMC’s dominance in the pure-play foundry market stems not just from superior 3nm EUV yields but from deep integration with AI/HPC clients, creating a self-reinforcing tech-ecosystem loop. Samsung’s inclusion of internal logic ICs in its foundry figures inflates market share metrics while obscuring genuine external capacity—eroding trust among fabless designers. Geopolitically, U.S. CHIPS Act subsidies are accelerating TSMC and Samsung fab expansions in Arizona and Texas, yet export controls and talent restrictions are adding over 15% to non-technical operational costs. Over the next 12–24 months, second-tier foundries lacking footholds in automotive or edge-AI segments will be squeezed out of advanced supply chains. Market consolidation is inevitable, and the real competitive moat is shifting from process nodes to system-level co-optimization capabilities.