Direct 300 mm equivalent
TSMC and GlobalFoundries publish annual shipment values on a 12-inch or 300 mm equivalent basis. Their normalized field requires no size conversion.
METHODOLOGY · FOUNDRY REVENUE
Scope before ranking.
VLSI Market uses official company and exchange disclosures to compare foundry businesses. Pure-play company revenue, internal manufacturing-segment revenue, and third-party external revenue remain separate because they answer different questions.
1 · MEASUREMENT OBJECT
What the revenue field means
The primary metric is reported FY2025 revenue in U.S. dollars. A value enters the dataset only when its period, currency, business scope, and official source are known. A convenience translation supplied in an official filing is retained as reported; otherwise any conversion must be labeled derived.
One field, three valid scopes
Pure-play company total is used for dedicated foundries whose consolidated business is predominantly wafer fabrication and related services. It is the closest publicly reproducible peer group, but differences in masks, packaging, intellectual property, and other services can remain.
Foundry segment including intersegment revenue is used for Intel Foundry. The value principally reflects manufacturing for Intel product businesses and is not interchangeable with third-party foundry sales.
Not separately disclosed is used for Samsung Foundry because Samsung reports Device Solutions totals and Foundry commentary without a standalone Foundry revenue figure.
No commercial market-share denominator is reconstructed. A sum of covered companies is not labeled global foundry market size, and an omitted company is never represented as zero.
2 · COMPARISON MATRIX
Every value keeps its scope
The table is intentionally more explicit than a market-share ranking. Native presentation values remain visible beside normalized U.S.-dollar values, and each row links directly to its controlling official source.
| Company | FY2025 value | Normalized USD | Reporting scope | Comparison treatment | Source |
|---|---|---|---|---|---|
| TSMCFY2025 | NT$3,809.05B / US$122.42B | US$122.42B35.9% YoY · reported | Pure-play company total | PURE-PLAY GROUPConsolidated pure-play foundry revenue; the annual report provides both NT dollar and U.S. dollar values. | TSMC 2025 Annual Report |
| Intel FoundryFY2025 | US$17.826B | US$17.826B2.9% YoY · derived | Segment total · mostly intersegment | SEPARATE SCOPEThe segment total is not third-party foundry sales. Intel separately disclosed US$307M of external foundry and assembly/test revenue. | Intel 2025 Form 10-K |
| SMICFY2025 | US$9.327B | US$9.327B16.2% YoY · reported | Pure-play company total | PURE-PLAY GROUPAudited company revenue under the filing's foundry and related-services scope. | SMIC 2025 Annual Report |
| UMCFY2025 | NT$237.553B / US$7.573B | US$7.573B5.3% YoY · reported | Pure-play company total | PURE-PLAY GROUPU.S. dollar value is the Form 20-F convenience translation; the official NT dollar series remains primary. | UMC 2025 Form 20-F and Results |
| GlobalFoundriesFY2025 | US$6.791B | US$6.791B1.0% YoY · reported | Pure-play company total | PURE-PLAY GROUPApproximately 89% of 2025 net revenue came from wafer fabrication and finished-wafer sales. | GlobalFoundries FY2025 Results |
| Hua HongFY2025 | US$2.402B | US$2.402B5.1% YoY · derived | Pure-play company total | PURE-PLAY GROUPYoY change is derived from audited US$2,402.1M and US$2,286.1M annual revenue values. | Hua Hong Semiconductor 2025 Annual Report |
| TowerFY2025 | US$1.566B | US$1.566B9.0% YoY · reported | Pure-play company total | PURE-PLAY GROUPConsolidated specialty-foundry revenue reported under U.S. GAAP. | Tower Semiconductor FY2025 Results |
| Samsung FoundryFY2025 | Not separately disclosed | Omitted | Not separately disclosed | NO NUMERIC VALUESamsung publishes Device Solutions totals and Foundry commentary, but no standalone Foundry revenue value. | Samsung 4Q & FY2025 Results |
| Samsung FoundryQ2 2026 | Not separately disclosed | Omitted | Not separately disclosed | NO NUMERIC VALUESamsung reported Device Solutions and Memory revenue but no standalone Foundry revenue for Q2 2026; the DS-minus-Memory residual is not a Foundry observation. | Samsung 2Q 2026 Results |
3 · PHYSICAL OUTPUT
Wafer shipments are area-normalized
Shipment comparisons use millions of 300 mm-equivalent wafers. A reported 200 mm or 8-inch-equivalent series is divided by 2.25, the wafer-area ratio. This normalization does not equalize node complexity, die size, yield, or wafer selling price.
8-inch to 12-inch conversion
SMIC and Hua Hong are converted using the 2.25 area ratio. The original company display and derivation remain attached to every row.
No die or revenue inference
Equivalent wafer area is not converted to functional dies, chip units, yield, capacity, utilization, revenue, or market share.
The current shipment extract contains 5 complete FY2025 company observations. Companies without a compatible public shipment value are omitted from the numeric array.
4 · RELEASE POLICY
Append, validate, then publish
Official monthly, quarterly, annual, SEC, and HKEX publication channels are checked on their release cadence. A changed document is reconciled against its period, unit, scope, and prior observation before publication. Failed checks retain the last validated snapshot.
Revision rules
Reported observations are never silently overwritten. Corrections retain the prior value, new value, source-as-of date, and reason. Guidance remains labeled guidance and cannot replace a reported result.
The JSON endpoint preserves structured datasets. The CSV endpoint exports a long-form analytical table. Unavailable rows may carry a status and explanation, but their numeric field is blank rather than zero.
API: JSON catalog · CSV extract
PRIMARY SOURCES
Direct documents control
Company filings and official results are the source of record. Third-party rankings are not copied into the dataset, and a press report does not override an official definition.
Samsung 4Q & FY2025 Results
Audited financial statements, earnings releases, presentations, and management commentary
Open official source ↗TSMC 2025 Annual Report
Audited revenue, wafer shipments, annual capacity, process mix, customer count, and technology milestones
Open official source ↗Intel 2025 Form 10-K
Intel Foundry segment revenue, third-party external revenue, operating result, and process milestones
Open official source ↗GlobalFoundries FY2025 Results
Annual and quarterly revenue, margins, cash flow, and 300 mm-equivalent wafer shipments
Open official source ↗UMC 2025 Form 20-F and Results
Annual revenue, monthly sales, wafer shipments, capacity utilization, and 12-inch-equivalent capacity
Open official source ↗SMIC 2025 Annual Report
Audited revenue, wafer shipments, 8-inch-equivalent capacity, ASP, and operating metrics
Open official source ↗Hua Hong Semiconductor 2025 Annual Report
Audited foundry revenue, profitability, capacity, utilization, and technology-platform disclosures
Open official source ↗Tower Semiconductor FY2025 Results
Annual and quarterly revenue, profitability, capital expenditure, and specialty-platform investment
Open official source ↗