Foundry 2.0 industry revenue grew 25% as surging AI demand lifted sales at leading contract chipmakers, with TSMC dominating the segment at a 42% share and Samsung Foundry holding just 4%, according to a Chosunbiz report.

The figures underscore how sharply demand for AI accelerators and high-end logic has reshaped the contract manufacturing market. Foundry 2.0 — a broader definition of the foundry business that includes advanced packaging, masking and other services beyond traditional wafer fabrication — has become the primary battleground as chip designers race to secure capacity for AI silicon.

TSMC's 42% share cements its position as the clear leader, a gap of more than ten to one over Samsung's 4%. The Korean giant has struggled to convert its advanced-node investments into meaningful market share against its Taiwanese rival, despite years of effort to win high-profile customers for its sub-5nm processes.

The 25% revenue growth for the segment reflects the wave of orders tied to AI datacenter buildouts. Chip designers building AI accelerators have funneled demand toward foundries capable of delivering leading-edge nodes and advanced packaging, leaving capacity concentrated among a handful of players.

For Samsung, the 4% share represents a persistent competitive problem. The company has invested heavily in advanced process development and capacity at its fabs in Hwaseong and Pyeongtaek and its new Taylor, Texas facility, but customer wins at the leading edge have remained scarce relative to TSMC's roster, which includes the largest AI chip designers.

The concentration of AI-driven demand also carries supply chain implications. Most advanced AI silicon now flows through a single dominant manufacturer, sharpening geopolitical focus on Taiwan as the chokepoint for leading-edge capacity — a dynamic that has pushed governments and chipmakers alike to fund alternative supply routes.

The revenue split suggests the gap between the two leading foundries widened rather than narrowed during the AI boom, as TSMC absorbed the bulk of orders for AI accelerators and related logic. Samsung's foundry business continues to chase parity at advanced nodes while generating a fraction of the segment's revenue.

Looking ahead, analysts expect AI-driven demand to keep tightening advanced node and packaging capacity, which should sustain foundry revenue growth — but also entrench TSMC's dominance unless Samsung lands marquee AI customers at scale.