Global Semiconductor Foundry Revenue Share: Q3 2023
Published Date: November 30, 2023
This page shows the quarterly revenue share for the top players in the global semiconductor foundry market from Q1 2022 to Q3 2023.
Global Foundry Market Share (%) | Q1 2022 |
Q2 2022 |
Q3 2022 |
Q4 2022 |
Q1 2023 |
Q2 2023 |
Q3 2023 |
TSMC | 54% | 56% | 59% | 59% | 59% | 57% | 59% |
Samsung Foundry* | 15% | 13% | 12% | 13% | 13% | 14% | 13% |
UMC | 7% | 8% | 7% | 7% | 6% | 7% | 6% |
GlobalFoundries | 6% | 6% | 6% | 6% | 7% | 7% | 6% |
SMIC | 6% | 6% | 6% | 5% | 5% | 6% | 6% |
Others | 12% | 11% | 10% | 10% | 10% | 9% | 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 Q3 2023:
- TSMC recorded sequential growth in revenue in Q3 2023, helped by positive signs of recovery in the PC and smartphone markets, along with early signs of demand stabilization.
- Automotive and industrial applications underwent inventory corrections in Q3 2023, and we expect the inventory correction period to linger into Q1 2024.
- AI chip demand was robust in Q3 2023 and will remain strong in Q4 2023, evident from the AI GPU shortage. We believe this trend will extend into 2024.
- Recovery in advanced nodes is expected to surpass mature nodes in terms of capacity utilization rate. Mature node foundries will face challenges from low utilization rates and increasing price competition going forward.
Read our foundry quarterly report for Q3 2023 here.
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.
Related Posts: