According to the most recent report released by Counterpoint Research, the builder is the largest chip-generation plant in the world, accounting for 35 per cent of the market. Intel is the second largest company in the industry, while significant progress has been made in its 18A chip and Fotos containment technology. Samsung, for its part, continues to face problems with the probabilities of chip manufacturing. At the same time, artificial intelligence demand prompted the industry to generate $72.3 billion in revenue in the first quarter of 2025.
Similar to what is stated in the Counterpoint Research report, it defines its operations as “supplier 2.0”. This commercial model includes, in addition to the traditional chip manufacturing, non-chip manufacturing operations such as sealing and face-covering templates. The photomass template is a key component in the chip manufacturing process and ensures that the manufacturer is able to transfer the design to the crystal circle.
The Counterpoint study shows that in the first quarter of 2025, in the $72.3 billion “supplier 2.0” market, electricity accumulated accounted for 35 per cent of the market. However, as the world’s largest integrated chip manufacturer, Intel’s market share in the field of “substitute 2.0” increased by 0.6 percentage points compared to the previous quarter and decreased by 0.3 percentage points compared to the same period last year. Intel is now the world’s second-largest manufacturer of the “substitute 2.0” industry.
According to Counterpoint, the leading advantage in the build-up of power stems from its large number of AI company orders and its leading manufacturing processes. Although Samsung also operates contracted semiconductor manufacturing in cutting-edge areas of the industry through the provision of advanced processes such as 3 nanometres, its good quality is widely recognized as the greatest constraint to its large-scale market applications.
In contrast, the power builder can stabilize the delivery of thousands of crystals per month and plans to enter the production phase of 2 nanometres later this year. It also claims to be the world ‘ s largest photo mask manufacturer. As the photo mask operation also falls within the category of “supplier 2.0”, this allows for a full-scale dominance of the sector.
It is essential that the demand for AI chips also profoundly affect the chip sealing industry. The AI chip requires advanced containment techniques, and although the build-up power is primarily self-encaping its chips, its containment capacity has been tight. As a result, other manufacturers, such as Sun and Moon Light (ASE) and UMC, were able to fill the vacancy. However, the position of the telecommunications sector also contributes to its dominance in the “substitute 2.0” sector.