TSMC widens foundry lead as AI demand soars

Revenue of the top 10 contract chipmakers reached a record $53.49 billion in Q2, up 11.5% quarter-over-quarter, driven by demand for AI chips. TSMC's share rose from 72.3% to 72.5%, while Samsung's fell from 6.5% to 5.9%. TSMC's August revenue was $16.3 billion, up 53.3% year-over-year.

• Top 10 contract chipmakers' revenue hit record $53.49 billion in the quarter
• TSMC share 72.5%, Samsung 5.9%, gap widened to 66.6 percentage points
• 3nm and 5nm processes accounted for 63% of TSMC's wafer revenue
• Samsung raised 4nm chip prices by 10–15% for US and China clients