The dominant position in wafer foundry remains solid! Why are TSMC concept stocks becoming the market focus?

**TSMC's market share surges to 71%, expanding its lead in the wafer foundry industry**

According to the latest industry data, the global wafer foundry market continues to grow into Q3 2025. The top ten manufacturers collectively generated $45.1 billion in quarterly revenue, with TSMC’s market share further rising to 71%, expanding its territory compared to the previous quarter. This industry leader not only maintains its throne in global wafer foundry but also has a technological edge and capacity advantages that have formed an insurmountable competitive barrier.

TSMC’s revenue momentum in Q3 was mainly driven by demand from smartphones and high-performance computing, coupled with the busy season for Apple’s new product inventory and the mass production of NVIDIA’s Blackwell platform, resulting in quarterly revenue surpassing $33.1 billion, a 9.3% increase quarter-over-quarter. These impressive figures reflect TSMC’s unique position in the advanced process technology field.

**A new landscape emerges in the global wafer foundry map**

Compared to this, Samsung, ranked second, holds a 6.8% market share, more than ten times smaller than TSMC. SMIC ranks third with 5.1%, and UMC is fourth with 4.2%. Taiwanese companies’ dual advantages in advanced and mature processes continue to enhance their influence in the global supply chain.

**Taiwan stock market responds with renewed market confidence**

Supported by strong industry fundamentals, today’s Taiwan stock market shows healthy rotation. The weighted index rose by 173.27 points to 28,198.02, with a trading volume of NT$474.806 billion. Among electronic blue-chip stocks, TSMC closed up NT$10 to NT$1,480, a 0.68% increase; Hon Hai rose slightly by 0.44% to NT$227; MediaTek increased by 0.72% to NT$1,405.

Notably, capital was not limited to electronics blue chips; traditional industry stocks also rose, creating market highlights. Electrical and cable stocks surged 4.77%, with Formosa Plastics rising nearly 8% to NT$31.85; electrical machinery stocks increased by 3.26%, with Yadak-KY up 6.11% to NT$973, and Huasheng also up over 6% to NT$807.

**Investment opportunities in TSMC concept stocks worth noting**

With TSMC’s market share expanding and fundamentals improving, related concept stocks have become market focus. Besides direct targets, upstream equipment suppliers, material manufacturers, and downstream application and assembly companies may benefit from the recovery in wafer foundry demand.

Analysts point out that future attention should be paid to international capital flows and geopolitical factors. Although industry prospects are optimistic, fluctuations in memory prices and conservative expectations for supply chain end-demand may slow growth momentum in Q4.

**Investment layout suggestions**

Investors are advised to focus on targets with the following characteristics: clear industry growth trends, excellent Q3 financial performance, and companies positioned in the upstream or downstream of the wafer foundry industry chain. Additionally, closely monitor the movements of blue-chip stocks like TSMC and the flow of funds in traditional industries for more precise asset allocation. Among TSMC concept stocks, selecting fundamentally sound stocks with growth potential for strategic positioning will be a key mid-term investment strategy.