➀ The global wafer foundry industry is expected to grow by 20% this year, driven by the surge in demand for advanced semiconductor processes due to the AI boom.

➁ TSMC, the leading wafer foundry company, is expected to outperform the industry average growth rate.

➂ TSMC's stock price rebounded and reached over 28 trillion New Taiwan Dollars, with revenue growth projected to be between 24% and 26% in 2025.

➃ The global semiconductor revenue is forecasted to grow by 13.4% this year, reaching a peak of $714 billion.

➄ AI applications are driving the demand for AI/HPC chips and storage, with high bandwidth memory (HBM) demand particularly strong.

➅ Despite the growth potential, geopolitical and trade tariff factors may pose negative impacts on the semiconductor industry.

➀ TrendForce predicts that TSMC will capture 66% of the global wafer foundry market revenue in 2025.

➁ The growth rate of the wafer foundry market is expected to increase by 20.3% in 2025, with TSMC contributing significantly.

➂ Key factors affecting the 2025 wafer foundry market include macroeconomic uncertainty and export control policy upgrades.

➃ The demand for wafer foundry is expected to grow due to chip manufacturing localization in major countries and regions.

➄ The capacity utilization rate of wafer foundry factories is expected to continue to rise in 2025.

➅ TSMC will lead in capital expenditure among the top ten wafer foundry companies globally in 2025.

➆ China's 12-inch wafer capacity is expected to account for 34% of the global total by 2027.

➇ Taiwan's advanced process capacity will decrease to 54% by 2027, while the US will increase to 21%.

➈ The process technology roadmap shows that Intel is closing the gap, while Samsung is falling behind.

➉ TSMC still occupies 69% of the global advanced process capacity.

➊ AI brings new opportunities to the wafer foundry industry.