You are currently viewing SemiWiki as a guest which gives you limited access to the site. To view blog comments and experience other SemiWiki features you must be a registered member. Registration is fast, simple, and absolutely free so please, join our community today!
Taiwan’s TSMC further solidified its dominance in the global foundry market in the fourth quarter of 2024, widening its lead over second-ranked Samsung Electronics, market research firm TrendForce said on March 11.
TSMC’s market share rose to 67.1% in Q4, up 2.4 percentage points from the previous quarter, while Samsung’s share declined to 8.1% from 9.1%. This pushed the gap between the two companies from 55.6 percentage points in Q3 to 59 percentage points in Q4.
TrendForce attributed TSMC’s growth to strong demand for AI servers, flagship smartphone application processors (APs), and new PC platforms, which drove an increase in wafer shipments. In contrast, Samsung’s revenue fell as gains from new advanced semiconductor clients did not fully offset declines in orders from key customers.
Despite holding onto its No. 2 position, Samsung saw its revenue decline quarter-on-quarter and faced increasing pressure from Chinese competitors. The combined revenue of the world’s top 10 foundry companies reached $38.48 billion in Q4, up 9.9% from $35.01 billion in the previous quarter.
TSMC’s Q4 revenue surged 14.1% to $26.85 billion, while Samsung’s dipped 1.4% to $3.26 billion. China’s SMIC, the third-largest foundry, held a 5.5% market share in Q4, narrowing its gap with Samsung from 3.1 percentage points in Q3 to 2.6 percentage points.
Samsung at 2019 Apr: We will be No.1 in logic chips by 2030.
It's time to update the numbers
----
Reality:
2019 Q1 foundry market share: TSMC 48.1%; Samsung 19.1%
2024 Q4 foundry market share: TSMC 67.1%; Samsung 8.1%
Samsung at 2019 Apr: We will be No.1 in logic chips by 2030.
It's time to update the numbers
----
Reality:
2019 Q1 foundry market share: TSMC 48.1%; Samsung 19.1%
2024 Q4 foundry market share: TSMC 67.1%; Samsung 8.1%
Samsung at 2019 Apr: We will be No.1 in logic chips by 2030.
It's time to update the numbers
----
Reality:
2019 Q1 foundry market share: TSMC 48.1%; Samsung 19.1%
2024 Q4 foundry market share: TSMC 67.1%; Samsung 8.1%
The numbers will continue to get worse for Samsung Foundry and better for TSMC and Intel.
Now that TSMC N3 is in production amongst the top ten chip companies there will be even less volume for Samsung wafers. Moving forward TSMC N2 is once again dominating design starts. I have not heard of any Samsung design starts with the top 10 at 2nm. Intel once stated that they were engaged with 7 of the top 10 chip companies with 18A. I do not doubt that number as far as PDK evaluations and test chips go. I know of 4 design starts with the top 10 so that is good. Everyone else is waiting and watching for Intel 18A to be successful, absolutely.
Remember we are talking about early adopters. There are a lot of design starts to come in the next 2-3 years. TSMC N3 is still jammed with design starts.
Given the current geopolitical FUD, the chip companies will push hard on getting a 2nd trusted foundry option here in the United States and that is Intel Foundry, absolutely.
I am really looking forward to the TSMC and Intel Foundry events this year. Exciting times, absolutely.
The numbers will continue to get worse for Samsung Foundry and better for TSMC and Intel.
Now that TSMC N3 is in production amongst the top ten chip companies there will be even less volume for Samsung wafers. Moving forward TSMC N2 is once again dominating design starts. I have not heard of any Samsung design starts with the top 10 at 2nm. Intel once stated that they were engaged with 7 of the top 10 chip companies with 18A. I do not doubt that number as far as PDK evaluations and test chips go. I know of 4 design starts with the top 10 so that is good. Everyone else is waiting and watching for Intel 18A to be successful, absolutely.
Remember we are talking about early adopters. There are a lot of design starts to come in the next 2-3 years. TSMC N3 is still jammed with design starts.
Given the current geopolitical FUD, the chip companies will push hard on getting a 2nd trusted foundry option here in the United States and that is Intel Foundry, absolutely.
I am really looking forward to the TSMC and Intel Foundry events this year. Exciting times, absolutely.
True, but I do not see that happening. It makes no sense whatsoever. Unless of course Intel 18A fails which I seriously doubt. 2025 will be a pivotal year for Intel that is for sure.
The numbers will continue to get worse for Samsung Foundry and better for TSMC and Intel.
Now that TSMC N3 is in production amongst the top ten chip companies there will be even less volume for Samsung wafers. Moving forward TSMC N2 is once again dominating design starts. I have not heard of any Samsung design starts with the top 10 at 2nm. Intel once stated that they were engaged with 7 of the top 10 chip companies with 18A. I do not doubt that number as far as PDK evaluations and test chips go. I know of 4 design starts with the top 10 so that is good. Everyone else is waiting and watching for Intel 18A to be successful, absolutely.
Remember we are talking about early adopters. There are a lot of design starts to come in the next 2-3 years. TSMC N3 is still jammed with design starts.
Given the current geopolitical FUD, the chip companies will push hard on getting a 2nd trusted foundry option here in the United States and that is Intel Foundry, absolutely.
I am really looking forward to the TSMC and Intel Foundry events this year. Exciting times, absolutely.
"Given the current geopolitical FUD, the chip companies will push hard on getting a 2nd trusted foundry option here in the United States and that is Intel Foundry, absolutely."
TSMC's $165 billion fab projects in Arizona along with additional fabs in Japan and Germany are making this concern less significant.
"Given the current geopolitical FUD, the chip companies will push hard on getting a 2nd trusted foundry option here in the United States and that is Intel Foundry, absolutely."
TSMC's $165 billion fab projects in Arizona along with additional fabs in Japan and Germany are making this concern less significant.
If Taiwan goes to war so does TSMC. Building fabs outside of Taiwan is brilliant to gain more allies but if China declares war all of TSMC will be effected, my opinion. The majority of TSMC employees are Taiwanese and they all have families in Taiwan. Do you really think TSMC will be business as usual if there is a war?
TSMC has reportedly proposed a joint venture to operate Intel's foundry division, engaging companies like Nvidia, AMD, Broadcom, and Qualcomm. The plan suggests that TSMC would not hold more than a 50% stake, ensuring the division is not fully foreign-owned.
Samsung Electronics Co., the world’s largest memory chipmaker, has put its system chip and foundry businesses under tight scrutiny for a possible busines
www.chosun.com
