TSMC Controls 72% of Foundry Market, Expands Arizona
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- TSMC controls 72% of the pure foundry market as of the end of Q3 2025.
- TSMC's nearest competitor, Samsung, holds only 7% of that market.
- TSMC's two biggest customers are Apple and Nvidia, while it also serves AMD, Broadcom, Intel, Qualcomm, and others.
- TSMC's Arizona plant initially cost $12 billion and the total investment has grown to $165 billion to build three factories.
- TSMC plans to bring factory No. 2 online in 2028 and factory No. 3 by the end of the decade.
- Intel intends to spend $100 billion on an Ohio semiconductor plant, but its first facility is now slated for 2030.
Why it matters: TSMC's 72% market share and Arizona expansion lock in supply for Apple, Nvidia and other designers, while Intel's delayed Ohio plant and Samsung’s modest 7% share leave rivals unable to match its scale, reinforcing TSMC's bargaining power and pricing influence.
