
TSMC market share rises to 68% in Q1, extending global foundry lead
Taiwan Semiconductor Manufacturing
Co (TSMC) has further solidified its dominance in the global pure-play wafer foundry market, growing its market share to 67.6% in the first quarter of this year, according to a report by Taipei-based research firm TrendForce Corp, reported by Focus Taiwan.
Although TSMC's revenue declined by 5% quarter-on-quarter to $25.52 billion due to seasonal slowdowns, the company's market share still edged up from 67.1% in the previous quarter. TrendForce attributed this performance to continued strong demand for artificial intelligence (AI) and high-performance computing (HPC) applications, as well as accelerated client orders seeking to mitigate risks from ongoing U.S. tariff policies.
TSMC's closest competitor, South Korea's
Samsung
Electronics, saw its market share fall to 7.7%, down from 8.1% in the prior quarter. Samsung's foundry sales dropped by 11.3% to $2.89 billion over the same period.
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China's Semiconductor Manufacturing International Corp. (SMIC) maintained its third-place ranking with a 6.0% market share, ahead of Taiwan's United Microelectronics Corp (UMC) at 4.7%, and US-based GlobalFoundries at 4.2%.
Rounding out the top 10 were China's Huahong Group (2.7%), Taiwan's Vanguard International Semiconductor Corp. (1.0%), Israel's Tower Semiconductor (0.9%, or $35.8 billion), China's NexChip (0.9 per cent, or $35.3 billion), and Taiwan's Powerchip Semiconductor Manufacturing Corp. (0.9%, or 32.7 billion).
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TrendForce noted that the top 10 foundries accounted for a combined USD 36.40 billion in sales during the first quarter, representing about 97% of the global total--an increase from 96 per cent in the previous quarter--despite an overall 5.4% drop in revenue across the group.
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