Market research firm TrendForce reports that Taiwan Semiconductor Manufacturing Company (TSMC) is nearing a 70% market share in the global foundry business, raising concerns about potential capacity constraints. This dominance is occurring as demand for advanced semiconductors continues to rise. Four Taiwanese foundries are aggressively competing for positions within the top ten globally, indicating a concentrated regional strength in chip manufacturing. The report highlights a competitive landscape where smaller players struggle to gain significant market share against TSMC’s scale. This situation could lead to longer lead times and increased costs for customers seeking foundry services. TrendForce’s analysis suggests the industry is facing a potential bottleneck as demand outpaces available capacity, particularly for leading-edge technologies. The increasing concentration of market share within TSMC necessitates careful monitoring of its production capabilities and investment strategies.
