Global Foundry Industry Revenue Projected to Grow 20% in 2025
A recent report by Counterpoint Research forecasts that the global semiconductor foundry industry will experience a significant 20% revenue growth in 2025. This surge is primarily driven by robust demand for artificial intelligence (AI) applications, with Taiwan Semiconductor Manufacturing Company (TSMC) identified as a major beneficiary of this trend. Beyond AI, the sector is witnessing a gradual recovery in non-AI segments, including consumer electronics, networking, and the Internet of Things (IoT), which had previously suffered declines in 2023. The analysis highlights a divergence in node performance: utilization of advanced nodes such as 3nm, 4nm, and 5nm is expected to remain strong, whereas mature nodes (22nm and above) will recover more slowly due to persistent cyclical weaknesses. Looking further ahead, the industry's Compound Annual Growth Rate (CAGR) is projected to stabilize between 13% and 15% from 2025 to 2028. Long-term growth prospects are anchored in the continued development and adoption of advanced manufacturing nodes, specifically 2nm and 3nm technologies, alongside innovations in advanced packaging solutions.
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Global Foundry Industry Revenue Projected to Grow 20% in 2025
A recent report by Counterpoint Research forecasts that the global semiconductor foundry industry will experience a significant 20% revenue growth in 2025. This surge is primarily driven by robust demand for artificial intelligence (AI) applications, with Taiwan Semiconductor Manufacturing Company (TSMC) identified as a major beneficiary of this trend. Beyond AI, the sector is witnessing a gradual recovery in non-AI segments, including consumer electronics, networking, and the Internet of Things (IoT), which had previously suffered declines in 2023. The analysis highlights a divergence in node performance: utilization of advanced nodes such as 3nm, 4nm, and 5nm is expected to remain strong, whereas mature nodes (22nm and above) will recover more slowly due to persistent cyclical weaknesses. Looking further ahead, the industry's Compound Annual Growth Rate (CAGR) is projected to stabilize between 13% and 15% from 2025 to 2028. Long-term growth prospects are anchored in the continued development and adoption of advanced manufacturing nodes, specifically 2nm and 3nm technologies, alongside innovations in advanced packaging solutions.
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