Semiconductor Foundry provides a deep-dive view of semiconductor manufacturing. Spanning materials to services, we cover everything from wafer manufacturing through to end applications. Data and insights include manufacturing evolution, competitive dynamics between foundries, and applications of foundry services across various geometries.

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Complimentary Report

This report provides a snapshot of Computex Taipei 2024, where Nvidia’s GB200 set the stage for the event. We have also highlighted key players in the downstream supply chain essential for the next generation of AI, including thermal producers, Baseboard Management Controllers, and AI PC OEMs/ODMs.
Samsung took the lead in 2021 with a strong DRAM and NAND flash market performance at the expense of Intel’s relatively flattish results. Major smartphone SoC and GPU vendors also enjoyed strong growth in the year with over 50% YoY revenue increase.


In Q1 2024, the foundry industry demonstrated mixed results with some notable shifts in market dynamics. TSMC exceeded market expectations, driven by strong AI accelerator demand. The company has raised its forecast for data center AI revenue, projecting it to double YoY in 2024, while expecting a 50% CAGR in AI revenue through 2028. Despite an expanding CoWoS capacity, it remains insufficient to meet the surging AI demand. Samsung Foundry maintained its second position, though its revenue declined due to smartphone seasonality. SMIC secured the third spot for the first time, benefiting from China’s demand recovery. Both UMC and GlobalFoundries saw consumer and smartphone demand bottoming out, with a muted outlook for auto demand in the near term. The industry started seeing signs of demand recovery, with normalized and leaner channel inventory indicating that strong AI demand and a mild recovery in the end demand could drive growth in 2024. In Q1 2024, the foundry industry’s revenue share by technology node revealed significant shifts influenced by varying demand across sectors. The 5/4nm nodes dominated with a 26% market share, driven by strong AI demand. In contrast, the 3nm node experienced the most notable drop, falling from third to fifth place with a 6% market share, primarily due to the off-season effects of iPhone production. The 7/6nm, 28/22nm and 16/14/12nm nodes also saw reductions in their proportions at 12%, 8% and 7% respectively, mainly attributed to seasonal downturns in the smartphone and PC markets. These trends underscore the current dynamics in the foundry industry, where advanced nodes benefit from AI-driven growth, while traditional nodes face challenges from cyclical consumer electronics demand.
This report provides a snapshot of Computex Taipei 2024, where Nvidia’s GB200 set the stage for the event. We have also highlighted key players in the downstream supply chain essential for the next generation of AI, including thermal producers, Baseboard Management Controllers, and AI PC OEMs/ODMs.
This comprehensive study delves into the intricate details of the semiconductor manufacturing industry, specifically focusing on the major foundry capacity, wafer pricing, and utilization rates for processes at 28nm and below. It also provides the share of major smartphone AP vendors in the primary foundry node. Understanding these critical metrics is paramount for making decisions in this dynamic market, as the semiconductor landscape continues to evolve rapidly.

Report / May 13, 2021 / Brady Wang 

DRAM densities in smartphones are growing fast to cater to customer tastes, such as life-like gaming experience and crystal-clear photography. Smartphones need additional resources to support the surging demand of users, and DRAM proves to be a critical component here.

Report / Apr 13, 2021 / Brady Wang

This report studies the trends in smartphone NAND capacity on a quarterly basis, focusing on the key metrics for its growth evaluated in terms of time, brands and memory size variants in the 2019-20 period.

Analysts Insights

Our Opinion Leaders in Semiconductors

Neil Shah

Vice President

Brady Wang

Associate Director

Parv Sharma

Senior Analyst

Ashwath Rao

Senior Analyst

Our Opinion Leaders in Semiconductors

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