Q1 wafer foundry market: TSMC is hard to beat, Samsung is stalling and SMIC is closing in

TSMC occupies 67.6% of the share. Although smartphone stocking has entered the off-season, strong demand for AI high-performance computing (HPC) and urgent orders for TV tariff hedging have caused TSMC's revenue to fall only 5% month-on-month to US$25.517 billion.

TSMC’s leading position is due to its rapid advancement in advanced process technology and close cooperation with major customers such as NVIDIA, Apple and AMD.