Chip foundry market hit $320 billion in 2025, driven by AI demand

Global foundry revenue reached $320 billion in 2025, a 16% year-over-year increase.

TSMC grew 36% in 2025 and remained the largest foundry; Samsung was the second-largest.

Chinese vendors benefited from increased domestic localization; SMIC grew 16% and Nexchip grew 24%.

OSAT revenue rose by 10% in 2025.

Counterpoint attributes the market strength to rising demand for AI workloads and advanced packaging.