TSMC is pulling further ahead of every rival in made-to-order chipmaking, which is good news for Taiwan's biggest company and bad news for Samsung's foundry ambitions.

• The global foundry market grew 29% from a year earlier in Q2, driven by AI chip orders.
• TSMC took 73% of that market, up 2 points from last year, while Samsung sat at 7% and slipped a point.
• The gap between the two widened to 66 points, with China's SMIC third, Taiwan's UMC fourth, and GlobalFoundries fifth.
• TSMC's 2-nanometer production and expanded 3-nanometer capacity are carrying the growth, and its plants are running near full because supply is short.
• Shortages are not just in cutting-edge chips — older, simpler chips and advanced packaging are tight too.

Outlook: Samsung is working to fix yields on its own 2-nanometer process, but until that lands TSMC's lead looks set to hold or grow.