Intel breaks into foundry top ten in 3Q23 ranking
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Intel Foundry Services (IFS) achieved strong percentage quarterly revenue growth in 3Q23 and broke into a top ten ranking prepared by TrendForce.
The market analyst reckons Intel’s foundry sales increased by 34.1 percent in quarterly sequential terms to US$311 million or approximately 1 percent of the total foundry market in 3Q23. Intel was able to jump over Powerchip (PSMC) but is a long way behind market leader TSMC which claimed 57.9 percent of the market in 3Q23.
Ranking of top ten foundries by 3Q23 revenue (US$ millions). Source: TrendForce.
TSMC’s revenue grew by 10.2 percent to US$17.25 billion. This was supported by strong demand for its 3nm manufacturing process, strong demand in the PC sector and for smartphone components, including new iPhones and Android devices, as well as urgent orders for restocking mid-to-low end 5G and 4G inventories. The 3nm process contributed 6 percent to TSMC’s Q3 revenue, with advanced processes (≤7nm) accounting for nearly 60 percent of its total revenue.
Samsung Foundry revenue grew 14.1 percent QonQ to US$3.69 billion. This was driven by orders for Qualcomm’s mid-to-low range 5G AP SoC, 5G modems, and mature 28nm OLED display driver processes.
Third-ranked GlobalFoundries Inc. maintained revenue at about US$1.85 billion. It’s lack of growth is due to the fact that it serves the Internet of Things (IoT) and automotive sectors where supply has caught up with demand.
Fifth-ranked SMIC saw mixed fortunes. China’s leading foundry benefitted from smartphone-related orders leading to 3.8 percent revenue increase to US$1.62 billion in 3Q23. However, due to geopolitical tensions and the withdrawal of some customers from China the revenue share from American clients decreased 12.0 percent quarter-over-quarter, TrendForce said. At the same time revenue from Chinese clients increased to 84 percent due to the government’s localization initiatives and urgent orders for smartphone components.
Overall the top ten foundries experienced 7.9 percent QoQ growth with a continued upward trend forecast for 4Q23.
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