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TSMC market share tops 67% in Q4: Advisory firm

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Well-known member
Taipei, March 15 (CNA) Taiwan Semiconductor Manufacturing Co. (TSMC) cemented the lead over its peers in the global pure-play wafer foundry market by taking a market share of more than 67 percent in the fourth quarter of last year, leaving its competitors far behind, according to Taipei-based informational market advisory firm TrendForce.

TrendForce said TSMC commanded a 67.1 percent share in the global market during the October-December 2024 period, up from 64.7 percent seen in a quarter earlier after the contract chipmaker generated US$26.85 billion in sales in the fourth quarter, up 14.1 percent from the third quarter.

The advisory firm said TSMC benefited from strong shipment growth of smartphones and artificial intelligence applications to further strengthen its leadership in the market.

The advisory added that with the global foundry business increasingly polarized, chipmakers like TSMC, which specializes in high-end IC production, rode the waves of emerging technologies including AI and high-performance computing devices. On the other hand, manufacturers rolling out chips made on mature products remained bogged down by a supply glut.

TSMC's growing market share left Samsung Electronics Co. of South Korea further behind as the Korean chipmaker took an 8.1 percent market share in the fourth quarter, down from 9.1 percent in the third quarter.

Samsung's sales in the fourth quarter fell 1.4 percent from a quarter earlier to US$3.26 billion as its sales from new advanced-node customers failed to fully compensate for the loss of orders from its major existing clients, TrendForce said.

China's Semiconductor Manufacturing International Corp. (SMIC) came in third with a 5.5 percent share of the market in the fourth quarter, ahead of United Microelectronics Corp. of Taiwan with a 4.7 percent share, and U.S.-based GlobalFoundries Inc. with a 4.6 percent share.

Huahong Group from China took the sixth place, with a 2.6 percent market share, followed by Israel's Tower Semiconductor Ltd. (1.0 percent), Taiwan's Vanguard International Semiconductor Corp. (VIS) (0.9 percent), China's NexChip Co. (0.9 percent) and Taiwan's Powerchip Semiconductor Manufacturing Corp. (PSMC) (0.8 percent).

TrendForce said the top 10 contract chipmakers posted US$38.48 billion in sales in the fourth quarter, up almost 10 percent from a quarter earlier, accounting for about 96 percent of the global total.

 
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This is why when the numbers for Semiconductor sales as a whole come out for the year there has to be context.

If one party is dominating it is not gravy time for everyone.

Its like the mobile phone market , Apple make almost all the profits , the rest no matter how many handsets they sell are just making crumbs.
 
This is why when the numbers for Semiconductor sales as a whole come out for the year there has to be context.

If one party is dominating it is not gravy time for everyone.

Its like the mobile phone market , Apple make almost all the profits , the rest no matter how many handsets they sell are just making crumbs.

TSMC is set to surpass 70% market share by 2030, propelled by its unrivaled lead in cutting-edge nodes (3nm, 2nm), capturing major clients like Qualcomm and NVIDIA from a weakening Samsung (expected to fall from 8.1% to 3.5%), and thriving on surging AI and 5G demand in a robust foundry market, bolstered by Samsung’s potential pullback and rivals’ inability to keep pace.
 
TSMC is set to surpass 70% market share by 2030, propelled by its unrivaled lead in cutting-edge nodes (3nm, 2nm), capturing major clients like Qualcomm and NVIDIA from a weakening Samsung (expected to fall from 8.1% to 3.5%), and thriving on surging AI and 5G demand in a robust foundry market, bolstered by Samsung’s potential pullback and rivals’ inability to keep pace.

So the semicon market doesnt provide gravy for everyone despite the big numbers
 
Wonder what percentage of advanced mode they have?

Advanced nide isn’t <10nm, it’s was than 5nm.

I suspect TSMC has > 85% 5nm and less, not good for the world
 
Wonder what percentage of advanced mode they have?

Advanced nide isn’t <10nm, it’s was than 5nm.

I suspect TSMC has > 85% 5nm and less, not good for the world

Grok says

Nasdaq (August 20, 2024) - In an article titled "Can Intel Catch TSMC in the Advanced Chip Manufacturing Race?", analysts stated that "TSMC dominates advanced chip manufacturing with about 90% market share in nodes like 3nm and 5nm, along with advanced packaging." This reflects TSMC’s leadership in sub-7nm processes, corroborated by its revenue breakdown showing $31 billion from 3nm and 5nm in the first three quarters of 2024.
 
Grok says

Nasdaq (August 20, 2024) - In an article titled "Can Intel Catch TSMC in the Advanced Chip Manufacturing Race?", analysts stated that "TSMC dominates advanced chip manufacturing with about 90% market share in nodes like 3nm and 5nm, along with advanced packaging." This reflects TSMC’s leadership in sub-7nm processes, corroborated by its revenue breakdown showing $31 billion from 3nm and 5nm in the first three quarters of 2024.

Which would indicate a lot of the big numbers for the industry reside in one place!
 
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