Global Semiconductor Foundry Market Share: Quarterly

0
Nov 26, 2024
Global Foundry Market Share (%)
Foundry CompanyQ1 2023Q2 2023Q3 2023Q4 2023Q1 2024Q2 2024Q3 2024
TSMC61%58%59%61%62%62%64%
Samsung Foundry*11%12%13%14%13%13%12%
UMC6%7%6%6%6%5%5%
SMIC5%6%6%5%6%6%6%
GlobalFoundries7%7%6%6%5%5%5%
Others10%11%10%9%9%9%8%

Market Highlights:

  • The foundry industry revenue increased by around 10% QoQ and 27% YoY in Q3 2024, driven by strong AI demand and faster recovery in China.
  • Leading-edge nodes, including TSMC's N5 and N3, are key growth drivers for the foundry industry, fueled by strong demand from AI and smartphone semiconductors.
  • Non-AI semiconductor demand remained sluggish, with mature 12-inch demand recovering better than 8-inch.
  • Chinese foundry players, including SMIC and HuaHong, outperformed their mature-node global peers, with overall utilization rates rebounding to over 90%, driven by China demand recovery and localization.
  • Competition in mature-node foundries is set to intensify as more additional capacity comes online heading into 2025.

(*) Samsung includes foundry service for its internal logic IC business
Data on this page is updated every quarter
This page provides a view on the global foundries revenue share from 2023 till 2024.
For detailed insights on the data, please reach out to us at sales(at)counterpointresearch.com. If you are a member of the press, please contact us at press(at)counterpointresearch.com for any media enquiries.


Summary

Category

Data

Published

Nov 26, 2024

Subscribe to our newsletter

Author

Team Counterpoint

Counterpoint research is a young and fast growing research firm covering analysis of the tech industry. Coverage areas are connected devices, digital consumer goods, software & applications and other adjacent topics. We provide syndicated research reports as well as tailored. Our seminars and workshops for companies and institutions are popular and available on demand. Consulting and customized work on the above topics is provided for high precision projects.