TSMC grabs two-thirds of the foundry market
Cette publication existe aussi en Français
TSMC raised its share of the global pure-play foundry market to 67.1 percent in the 4Q24, in a market that climbed sequentially by 14.1 percent, according to TrendForce.
The market analyst reckons TSMC claimed an additional 2.4 percentage points to take its dominance to 67.1 percent of a market worth about US$40.1 billion in 4Q24. It gained share at the expense of the other top-six foundries, most notably Samsung and SMIC who lost 1 and 0.5 percentage points, respectively.
Top ten foundries ranked by 4Q24 revenue. Soure: TrendForce.
Advanced process nodes benefited from strong demand in AI servers, flagship smartphone application processors (APs), and new PC platforms offsetting a slowdown in mature process demand.
TrendForce observed that US trade tariffs are starting to affect the foundry sector with a surge of orders for TVs, personal and notebook computers that will be shipped to the US.
UMC benefited from customers front-loading orders, keeping capacity utilization and shipments above expectations. This mitigated the impact of ASP declines, leading to a minor 0.3% QoQ revenue drop to $1.87 billion, ranking fourth. GlobalFoundries experienced increased wafer shipments and maintained fifth-place ranking. However, revenue growth was partially offset by slight ASP declines, resulting in 5.2 percent QoQ revenue growth to $1.83 billion.
Among the top ten foundries, Nexchip was the only company to shift rankings this quarter, moving up to ninth place with 3.7 percent QoQ revenue growth to $344 million. PSMC fell to tenth place, impacted by weaker demand for memory foundry and consumer-related chips.
Related links and articles:
News articles:
Pure-play foundry market to show 19 percent growth
Rogue Valley set to receive CHIPS funding for 300mm MEMS fab
Interview: Henri Richard on Rapidus, experience and ecosystem
If you enjoyed this article, you will like the following ones: don't miss them by subscribing to :
