Report

Foundry Market Supply Tracker, Q4 2025

Overview: The report provides a comprehensive and in-depth analysis of the semiconductor foundry industry, focusing on wafer capacity distribution, revenue performance, and utilization trends across different process nodes. It examines quarterly capacity for both advanced and mature technologies, highlighting structural shifts that are reshaping the foundry landscape. In addition, the report analyzes revenue trends and market share dynamics among major players—including but not limited to TSMC, Samsung Foundry, UMC, GlobalFoundries, SMIC, Hua Hong/HLMC—offering insights into their competitive positioning and strategic initiatives. It further explores how different process nodes contribute to overall revenue, while tracking both historical and projected developments since 2021. Capacity utilization is also assessed at both the industry level and for individual vendors, providing a clear view of operational efficiency and supply-demand conditions.

Table of Contents:

Author

Jake Lai

Jake Lai is a Senior Analyst in the Semiconductor and Components team at Counterpoint, based in Taiwan. He currently leads the Counterpoint Foundry Service, leveraging over five years of experience in the foundry and semiconductor markets. Prior to joining Counterpoint, he served as an Assistant Manager at Samsung Foundry, where he specialized in Foundry Market Intelligence. Earlier in his career, he worked as an analyst at a Taiwanese research institution, focusing on the foundry and semiconductor sectors.

William Li

William is a Research Analyst in Semiconductor and Components team, based in Taiwan. He has over 8 years of experience in global PC (personal computer) and semiconductor market. Before Counterpoint, he was an equity research analyst at Credit Suisse, focused on both technology and non-technology sectors as well as supporting Taiwan equity market strategy research. Prior, he worked for a Taiwan PE fund as a research analyst covering semiconductor and downstream components sector.

David Wu

David Wu is a Research Associate at Counterpoint Research in Taiwan, dedicated to foundry and semiconductor research, providing insights into market trends and key industry developments. Prior to joining Counterpoint Research, he gained experience in Deal Advisory, Private Equity, and TMT Corporate Banking, where he built a solid foundation in industry research and financial analysis. David Wu holds a double bachelor’s degree in Accounting and International Business from National Chengchi University.

Shawn Zhang

Shawn is a Research Associate at Counterpoint Research. He has a strong academic background in semiconductor-related fields, holding both bachelor's and master's degrees in Electrical Engineering. Prior to joining Counterpoint Research, he served as a Research Assistant at the University of Texas at Austin, where he focused on integrated circuit (IC) design. He has a deep interest in the semiconductor industry and is driven by a passion for innovation and excellence in industry research. His technical foundation enables him to deliver in-depth insights that bridge engineering expertise with market intelligence.

Author

Jake Lai

William Li

David Wu

Shawn Zhang

Foundry Market Supply Tracker, Q4 2025

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