TSMC is pulling further ahead of every rival in chipmaking, which is good news for its investors and bad news for Samsung.

• The world's top ten contract chipmakers made about $53 billion worth of chips last quarter, a record, up 11.5% from the quarter before.
• TSMC took 72.5% of that business, its highest share ever, while Samsung slipped to 5.9%.
• The boom is driven by AI and high-performance computing chips, where demand still outstrips supply.
• Older, cheaper chip production lines are also getting tight as TV, PC and laptop makers stock up early.
• China's SMIC now sits third at 5.4%, closing in on Samsung, with Taiwan's UMC fourth.

Outlook: Foundry revenue should climb again this quarter as flagship phones enter their build season and AI customers move to new chip platforms.