In context: Chip foundries play an important function within the expertise trade by reworking CAD designs into precise silicon parts for integration into computer systems, smartphones, and different digital gadgets. Current information confirms that the chip foundry enterprise is flourishing and increasing.
The most recent analysis from TrendForce gives fascinating insights into the chip foundry trade. The market intelligence firm launched the outcomes for the third quarter of 2023, highlighting how collective revenues have grown to $28.29 billion, reflecting a 7.9 % enhance in comparison with the earlier quarter.
TSMC solidified its place because the main firm within the trade, in line with TrendForce, with $17.24 billion in income and a ten.2 % enhance QoQ. The Asian company now instructions 57.9 % of the complete chip foundry market, pushed by rising demand throughout varied electronics industries, together with PCs and smartphones.
TSMC lately commenced precise manufacturing and cargo of 3nm chips for Apple gadgets, constituting six % of the corporate’s complete income. Different superior manufacturing nodes accounted for nearly 60 % of gross sales through the quarter.
Samsung retains its place because the quantity two foundry company, boasting a complete income of $3.69 billion and a 14.1 % enhance QoQ. The Korean firm highlighted rising demand for superior manufacturing processes, however TrendForce cautiously famous that almost all of its income comes from Qualcomm’s 5G merchandise and 28nm-based ICs for OLED shows.
GlobalFoundries held regular between the second and third quarters, reporting $1.85 billion in income (+0.4 %). Chinese language firm SMIC secured the fifth spot with a 3.8 % income enhance QoQ. Different minor gamers had blended outcomes, with a notable new entry within the high 10.
Intel Foundry Services, the brand new foundry service supplied by the x86 chipmaker to third-party corporations, generated $311 million in income, experiencing a considerable QoQ enhance of 34.1 %. Santa Clara’s third-quarter outcomes had been primarily pushed by chips manufactured for Amazon Net Providers, which is increasing its Graviton4 and Trainium2 system-in-packages shipments.
TrendForce famous that with optimistic outcomes from TSMC, Samsung, SMIC, and IFS, the worldwide foundry trade is now on an upward trajectory. The fourth quarter of 2023 is anticipated to substantiate the wholesome state of the trade, with growing demand for smartphone parts manufactured with each modern and extra “trivial” chip manufacturing nodes.
