Overview:
Foundry Revenue Share by Vendors
TSMC reported stronger Q1 2022 revenue driven by HPC (clients including Apple, AMD, Nvidia) which exceeded smartphone as its largest business segment for the first time of company history. Also the upside results came from UMC and SMIC, both delivered higher sales from increasing wafer price and local client demand. Relatively, the market share on Samsung and GF were stable, due to the constrains of capacities and lower production yields from some products in the advnaced nodes.
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Counterpoint Research is a global industry and market research firm providing market data, intelligence, thought leadership and consulting across the technology ecosystem. We advise a diverse range of global clients spanning the supply chain – from chipmakers, component suppliers, manufacturers and software and application developers to service providers, channel players and investors. Our veteran team of analysts serve these clients through our offices located across the key innovation hubs, manufacturing clusters and commercial centers globally. Our analysts consistently engage with C-suite through to strategy, market intelligence, supply chain, R&D, product management, marketing, sales and others across the organization. Counterpoint’s key coverage areas: AI, Automotive, Cloud, Connectivity, Consumer Electronics, Displays, eSIM, IoT, Location Platforms, Macroeconomics, Manufacturing, Networks & Infra, Semiconductors, Smartphones and Wearables.
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