Driven by demand for AI applications, the global foundry industry will see its total revenue reach US$190 billion in 2025, representing a 16.6% year-on-year increase. This growth will be primarily fueled by advanced manufacturing processes at 5nm and below, according to DIGITIMES.
In contrast, mature process nodes will continue to face pressure due to weak demand for consumer electronics and excess production capacity in China. Additionally, President Donald Trump's trade and technology policies may result in uncertainties affecting global foundry players' operations and investment plans.
In 2025, rising demand for AI-related applications will boost orders for AI servers, general-purpose servers and contribute to a modest rebound in chips used in smartphones and PCs. However, the growth momentum will remain concentrated in advanced nodes, led by TSMC, which will likely maintain its dominant market share.
Chart 1: Major semi markets' 3-month moving average sales, 1Q22- 4Q24 (US$b)
Chart 4: Chip demand by end application and end application shipments, 2025
Chart 6: Global top-10 wafer foundry player market shares, 2023-2025
Chart 7: Global top-5 major wafer foundry player capex, 2022-2025 (US$b)
Chart 8: Technology specifications of 2nm nodes by major advanced foundry players
Chart 10: Major foundries' advanced nodes capacity expansions, 2025 (k units)
Chart 12: Major foundries' mature nodes capacity expansions, 2025 (k units)
Chart 13: Status of key foundries subsidized by US CHIPS and Science Act (US$b)
Chart 14: Summary of global foundry industry development, 2025
