<p>➀ Counterpoint Research's analysis defines Foundry 2.0 as encompassing packaging and mask-making alongside wafer fabrication, with TSMC leading at 35% market share and Intel ranking second at 6.5%;</p><p>➁ The expanded definition may mitigate monopoly concerns for TSMC, whose traditional wafer fabbing dominance reaches nearly 70%;</p><p>➂ The Foundry 2.0 market reached $72 billion in Q1 2025, with Intel gaining 0.6% quarterly market share but declining 0.3% year-over-year.</p>
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