Foundries Hit Record $169.5B
Global semiconductor foundries posted a record $169.5 billion in revenue for 2025 — a boom driven by AI workloads but with warning signs as rising memory prices and weak consumer electronics could cool demand in 2026, reported. The number underscores why advanced-node design and verification remain strategic priorities for hardware teams as market cycles swing.
TrendForce reported trendforce.com a 26.3% year‑over‑year revenue increase for the world’s top ten foundries in 2025. The top‑ten group pulled in nearly US$46.3 billion in 4Q25, marking a 2.6% quarter‑on‑quarter gain, according to TrendForce trendforce.com. TSMC held roughly a 70.4% share and posted about US$33.7 billion in quarterly revenue in Q4 2025, with a 2% sequential rise tied to 3nm shipments, per TrendForce reporting summarized by industry outlets. finance.biggo.com Samsung’s foundry business grew 6.7% sequentially to nearly US$3.4 billion in Q4 and — aided by initial 2nm and HBM4‑related shipments — returned to profitability, TrendForce noted. finance.biggo.com Rank changes reflected regional shifts: Nexchip climbed past Tower into the global top‑10 positions, while UMC and GlobalFoundries sat fourth and fifth respectively and Vanguard, Nexchip and PSMC showed sub‑US$500M quarterly revenues, per TrendForce and aggregated reporting. trendforce.com TrendForce flagged that early 2026 inventory build‑ups for some consumer products could temporarily support utilization, even as China‑led capacity expansion in mature nodes continued to reshape competitive dynamics. trendforce.com
