Global ‘Foundry 2.0’ Market Climb to a Record $320 Billion in Revenues in 2025, driven by AI boom

I am honestly surprised that the “non-pure play” foundry segment is at 46%:

Under that framework, pure-play foundries accounted for 54% of revenue and grew 26% YoY, while non-memory IDMs made up 27% and grew just 2%.

At first I thought it was because memory manufacturers weren’t included under the “pure play foundry” definition, but they seemed to have been moved to a separate segment, which makes sense I guess.

Also interesting how they calculated revenue for Samsung, I was working in area that included some of their other divisions and they are notoriously secretive about performance of different segments.

Intel reported $17.8 B revenue (and a $10 B operating loss) for 2025. So that would mean Samsung’s non-memory semiconductor foundry had total revenues of $11.86 B and China’s SMIC at around $8.9 B.

And if 6% = $17.8, the total would be $296.6 B, so I assuming they re-assigned parts of intel’s other revenues to the Foundry unit (considering their relatively broad definition under the Foundry 2.0 tagline, it would probably be only fair).