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Foundry Revenue by Quarter, from Statista

hskuo

Well-known member
From this chart, 2023 was a tough year for top 4 foundry manufacturers.
1712490962664.png

1712491114252.png
 
From this chart, 2023 was a tough year for top 4 foundry manufacturers.
View attachment 1820
View attachment 1821

I'm guessing 2022 included a lot of inventory that was burned in 2023. The semiconductor industry was only down 8% in 2023? TSMC is still saying 20% revenue growth for 2024. TSMC N3 is ramping now and will hit big HVM in 2024 and 2025 (Intel) so TSMC will have more good years to come, absolutely. TSMC N2 looks to be another dominant node as well, we shall see.
 
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