Taiwan Semiconductor Manufacturing Co (TSMC, 台積電) is to fall one place to become the world’s fourth-biggest chipmaker this year due to slower revenue growth, IC Insights said yesterday.
The world’s top 15 semiconductor companies are to grow their revenues by an average of 18 percent to US$381.16 billion this year, outpacing the world semiconductor industry’s annual growth of 16 percent, the research firm said.
Samsung Electronics Co is to defend its top ranking, with total revenue forecast to grow 26 percent from last year to US$83.26 billion, IC Insights said. It attributed Samsung’s expansion to strong memorychip sales growth.
Samsung is expected to see its memorychip revenue grow 31 percent year-on-year to US$70 billion, it said, adding that memory chips are to account for 84 percent of its total sales, up from 81 percent last year.
However, its non-memory revenue is expected to grow a mere 6 percent to US$13.3 billion from US$12.5 billion last year, IC Insights added.
Intel, ranked No. 2, is expected to grow revenue by 14 percent year-on-year to US$70.15 billion, it said.
Intel lost its top ranking to Samsung in the second quarter of last year.
TSMC, the world’s largest contract chipmaker, lost its third-place ranking to South Korean memorychip supplier SK Hynix Inc, which ranked fourth last year.
TSMC is to see its revenue rise 6 percent year-on-year to US$34.2 billion, while SK Hynix’s revenue is to grow 41 percent year-on-year to US$37.73 billion, IC Insights said.
If TSMC were excluded from the top 15, Taiwanese handset chip designer MediaTek Inc (聯發科) would have ranked 15th with revenue totaling US$7.9 billion this year, up only 1 percent from last year, it said.
Taiwanese suppliers to Taiwan Semiconductor Manufacturing Co. (TSMC, 台積電) are expected to follow the contract chipmaker’s step to invest in the US, but their relocation may be seven to eight years away, Minister of Economic Affairs J.W. Kuo (郭智輝) said yesterday. When asked by opposition Chinese Nationalist Party (KMT) Legislator Niu Hsu-ting (牛煦庭) in the legislature about growing concerns that TSMC’s huge investments in the US will prompt its suppliers to follow suit, Kuo said based on the chipmaker’s current limited production volume, it is unlikely to lead its supply chain to go there for now. “Unless TSMC completes its planned six
Intel Corp has named Tasha Chuang (莊蓓瑜) to lead Intel Taiwan in a bid to reinforce relations between the company and its Taiwanese partners. The appointment of Chuang as general manager for Intel Taiwan takes effect on Thursday, the firm said in a statement yesterday. Chuang is to lead her team in Taiwan to pursue product development and sales growth in an effort to reinforce the company’s ties with its partners and clients, Intel said. Chuang was previously in charge of managing Intel’s ties with leading Taiwanese PC brand Asustek Computer Inc (華碩), which included helping Asustek strengthen its global businesses, the company
Power supply and electronic components maker Delta Electronics Inc (台達電) yesterday said second-quarter revenue is expected to surpass the first quarter, which rose 30 percent year-on-year to NT$118.92 billion (US$3.71 billion). Revenue this quarter is likely to grow, as US clients have front-loaded orders ahead of US President Donald Trump’s planned tariffs on Taiwanese goods, Delta chairman Ping Cheng (鄭平) said at an earnings conference in Taipei, referring to the 90-day pause in tariff implementation Trump announced on April 9. While situations in the third and fourth quarters remain unclear, “We will not halt our long-term deployments and do not plan to
The New Taiwan dollar and Taiwanese stocks surged on signs that trade tensions between the world’s top two economies might start easing and as US tech earnings boosted the outlook of the nation’s semiconductor exports. The NT dollar strengthened as much as 3.8 percent versus the US dollar to 30.815, the biggest intraday gain since January 2011, closing at NT$31.064. The benchmark TAIEX jumped 2.73 percent to outperform the region’s equity gauges. Outlook for global trade improved after China said it is assessing possible trade talks with the US, providing a boost for the nation’s currency and shares. As the NT dollar
RSS