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The artificial intelligence boom has created unprecedented demand for semiconductors, but there's one critical bottleneck most investors are missing: TSMC saw QoQ growth in wafer shipments, which boosted revenue to $26.85 billion. The company secured a 67% market share to maintain its leading position. While headlines focus on AI software companies with stratospheric valuations, Taiwan Semiconductor Manufacturing Company (TSM) quietly controls the infrastructure that makes the entire AI revolution possible.
TSMC has an even larger 90% market share of advanced chip manufacturing. That includes 3-nanometer chips that are quickly growing in popularity and becoming standard, as well as advanced chip packaging for larger components. This isn't just market leadership—it's near-total control over the most sophisticated semiconductor manufacturing on Earth. Companies like Apple and Nvidia rely on TSMC to make their chips because no other company can provide its capacity or level of technology. Even Intel, despite having its own foundries, depends on TSMC for certain advanced components, highlighting the Taiwanese company's irreplaceable position in the global supply chain.
The numbers tell a compelling story of explosive growth. The global foundry industry exhibited a polarized trend in 4Q24. Advanced process nodes benefited from strong demand in AI servers, flagship smartphone application processors (APs), and new PC platforms, driving high-value wafer shipments. This growth helped offset the slowdown in mature process demand, allowing the top 10 foundries to achieve nearly 10% QoQ revenue growth, reaching US$38.48 billion, and marking another industry record. TSMC captured the lion's share of this growth, with its advanced node production facilities running at full capacity to meet unprecedented AI chip demand.
| Company | Market Share | QoQ Growth | Specialization |
|---|---|---|---|
| TSMC | 67% | +8.2% | Advanced AI Chips |
| Samsung Foundry | 7.7% | -2.1% | Memory & Logic |
| SMIC | 6.0% | +1.5% | Mature Nodes |
| GlobalFoundries | 4.2% | -0.8% | Automotive |
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Industry analysts project massive expansion in the semiconductor foundry sector. The global semiconductor foundry market size was valued at USD 148.45 billion in 2024. The market is projected to grow from USD 175.14 billion in 2025 to USD 258.27 billion by 2032, exhibiting a CAGR of 5.7% during the forecast period. TSMC's projected growth from 59% in 2023 to 64% in 2024 and 66% in 2025 is not just a trend—it's a strategic shift in the semiconductor industry. This positions TSMC to capture an even larger share of a rapidly expanding market, with Apple, Nvidia, AMD, and other major players committing to long-term contracts.
While TSMC strengthens its position, competitors are losing ground. Samsung Foundry is now struggling to maintain its market share, since the report suggests that the firm has seen a QoQ decline, with its share dropping to 7.7%. The firm's poor performance is mainly due to its inability to deliver on past projects, and how all the demand is inclined towards TSMC. Samsung is on track to be replaced by China's SMIC in market share, as the Chinese firm manages to achieve a QoQ increase, with share coming at 6.0%. This competitive dynamic only reinforces TSMC's technological moat and pricing power in the most profitable segments of chip manufacturing.
TSMC's technological leadership extends well into the future. The company's investment in next-generation process nodes, particularly its aggressive push into 2nm technology, ensures it stays ahead of competitors. TSMC is progressing with its US facilities and next-gen nodes like the N2 and A16 technology, both of which are expected to take revenue to new levels. This technological roadmap positions the company not just for current AI demand, but for the next generation of computing breakthroughs that haven't even been imagined yet.
The convergence of AI demand explosion, TSMC's monopolistic market position, and a rapidly expanding addressable market creates a rare investment scenario. Unlike AI software companies trading at extreme valuations, TSMC offers direct exposure to the hardware infrastructure driving the entire revolution at more reasonable multiples. This projected market share increase is not happening by chance. TSMC has built a reputation for execution, reliability, and technological leadership—factors that are becoming even more critical as chip demand surges across AI, automotive, and high-performance computing markets. For investors seeking exposure to the AI boom without speculative software valuations, TSMC represents the critical infrastructure play that every technology company depends on—making it potentially the most important "secret partner" stock of the decade.
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It was only the second company ever to do so, after Apple.
And now Nvidia has it squarely in its sights.
Jensen Huang, Nvidia's CEO, has the AI juggernaut that could supplant Apple and become the world's most valuable company for the second time.
But here's the crazy thing…
Arijit Sengupta, founder and CEO of Aible, recently said this:
"We're maybe at 1% of where the AI adoption will be in the next two to three years."
That means, even though Nvidia has soared 198% last year alone…
It's still in the early innings.
Now, Nvidia has moved on to the next frontier of AI it intends to dominate.
And we believe the three companies partnering with Nvidia during this next stage of its AI supremacy are likely to benefit as well.
Learn more about Nvidia's "Silent Partners" today.
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Tesla's CEO just made a stunning claim about the robotics market being worth trillions. Musk estimates demand for over 20 billion humanoid robots globally, combining consumer and industrial use cases.
Friday's US Steel rally was just the market pricing in the obvious - but what comes next is a multi-year infrastructure boom that most investors haven't calculated yet.
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