<p>➀ Global foundry revenue hit a record $41.7B in 2Q25, up 14.6% QoQ, driven by China's consumer subsidies and early inventory buildup;</p><p>➁ TSMC dominated with 70% market share as capacity utilization and wafer shipments surged;</p><p>➂ TrendForce highlights stronger H2 demand from new smartphone/PC launches and AI server deployments.</p>