Global Semiconductor Foundry Revenue Share: Q1 2023
Published Date: May 11, 2023
This page shows the quarterly revenue share for the top players in the global semiconductor foundry market from Q3 2021 to Q1 2023.
Global Semiconductor Foundry Revenue Share (%) |
Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 |
TSMC | 55% | 53% | 54% | 56% | 59% | 59% | 59% |
Samsung Foundry* | 15% | 16% | 15% | 13% | 12% | 13% | 13% |
GlobalFoundries | 6% | 6% | 6% | 6% | 6% | 6% | 7% |
UMC | 7% | 7% | 7% | 8% | 7% | 7% | 6% |
SMIC | 5% | 5% | 6% | 6% | 6% | 5% | 5% |
Others | 12% | 12% | 12% | 11% | 10% | 10% | 10% |
(*) Samsung includes foundry service for its internal logic IC business
This page provides a view on the global foundries revenue share from 2021 till 2023. Here are some highlights from Q1 2023:
- Inventory correction in PC, smartphone, and consumer applications keeps weighing on the near-term performance and may continue in Q3 2023.
- Automotive applications posted growth in Q1 2023 but may see softness in H2 2023.
- TSMC is positive on long-term trend in AI applications although the revenue contribution is still too low to offset smartphone and PC weakness now.
- The recovery in H2 2023 should be mild. The overall utilization rate may bottom in Q2 2023.
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Read our foundry quarterly report for Q1 2023 here.
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