Diverging paths continue

The Korean-language claim at the center of this report states that Samsung and TSMC will again see opposing outcomes in the third quarter — one gaining, the other struggling — and that the gap in foundry market share between the two is expected to expand. The review of primary sources supports this characterization, with the final assessment rendered as substantially accurate.

TSMC has continued to strengthen its hold on the global foundry market, driven by demand for advanced process capacity. Samsung Electronics, by contrast, has faced a more difficult run in its contract chipmaking business, and the expectation for the third quarter is that the share differential between the two companies will grow rather than narrow.

Outlook for Q3

The projection of continued divergence for the July–September period reflects the trajectory established in recent quarters, in which TSMC's dominance in leading-edge nodes has contrasted with Samsung's slower foundry momentum. The forecast of an enlarged share gap for the quarter is presented as an outlook rather than a settled result, as full third-quarter market share figures depend on final reporting.

Verdict: Mostly True