Mar. 14 at 6:56 PM
$TSM reports Feb monthly revs up +22.17% y/y
YTD up +29.93% y/y
Trendforce: TSMC’s market share in overall foundry business reached 69.9% in 2025 [up +550bps y/y] & Fabs ~92% of most advanced nodes (5nm & smaller)
In contrast, Samsung Electronics, 2nd-largest player, holds a 7.2% overall market share [down -220bps y/y]
As a result, market share gap b/n TSMC & Samsung widened from 5500bps in 2024 to 6270bps in 2025
TSMC was founded in 1987 w/ radical premise: “pure-play foundry” model
Taiwan govt recruited Morris Chang after being passed over for CEO at
$TXN
TSMC uses 305 process technologies & makes 12,682 products for 534 customers -
$NVDA now top cust (19% of FY25 revs up +700bps y/y) vs
$AAPL falls to number 2 (17% down -500bps y/y]
1Q26 ests:
Revs:
$35.2B [mid-point guide & up +37.9% y/y]
Gross Margin: 64% [up +520bps y/y]
Op Margin: 55% [up +650bps y/y]
Rumour: To raise prices for sub-5nm processes w/ US fabs increasing rates by +10 to +20%. To scale back production of mature nodes
