Taiwan Semiconductor Manufacturing Co (TSMC, 台積電) remained the world’s largest contract chipmaker in the second quarter of the year with a 53.4 percent share of the global pure-play foundry market, the Taipei-based market information advisory firm TrendForce Corp (集邦科技) said in a research report on Tuesday.
Despite TSMC’s market share dipping slightly from 53.6 percent in the first quarter, it was still far ahead of its rivals, TrendForce said.
TSMC continued to benefit from emerging technologies, such as high-performance computing devices, the Internet of Things and automotive electronics, as it posted US$18.15 billion in sales in the second quarter, up 3.5 percent from a quarter earlier, it said.
Photo: Ritchie B. Tongo, EPA-EFE
The mild quarter-on-quarter sales growth during the period from April to June reflected a relatively high comparison base in the first quarter, when TSMC raised chip prices amid a global supply shortage, TrendForce said.
South Korea’s Samsung Electronics Co placed second with a 16.5 percent global market share, as it posted US$5.59 billion in sales, up 4.9 percent from a quarter earlier, the report showed.
Taiwan’s United Microelectronics Corp (UMC, 聯電) took third spot with US$2.45 billion in sales and a 7.2 percent global share in the second quarter, TrendForce said.
UMC’s second-quarter sales rose 8.1 percent from a quarter earlier on the back of support from its 22 and 28 nanometer processes, it added.
US-based GlobalFoundries Inc was the fourth-largest contract chipmaker with a 5.9 percent global market share after posting US$1.99 billion.
China’s Semiconductor Manufacturing International Corp (SMIC, 中芯國際), which posted US$1.90 billion in sales and held a 5.6 percent global market share, placed fifth, TrendForce said.
China’s Hua Hong Semiconductor Ltd (華虹半導體) came in sixth with a 3.1 percent global market share after posting US$1.06 billion in sales, followed by Taiwan’s Powerchip Semiconductor Manufacturing Corp (力積電) with US$656 million in sales and 1.9 percent in market share, Taiwan’s Vanguard International Semiconductor Corp (世界先進) with US$520 million in sales and 1.5 percent in market share, South Korea’s Nextchip Co with US$463 million in sales and 1.4 percent in market share, and Israel’s Tower Semiconductor Ltd with US$426 million in sales and 1.3 percent in market share, TrendForce said.
The top 10 contract chipmakers posted US$33.2 billion in combined sales in the second quarter, up 3.9 percent from a quarter earlier, accounting for 98 percent of global revenue, it said.
Sales growth momentum of the 10 largest contract chipmakers showed signs of slowing in the second quarter, as global demand for consumer electronics gadgets weakened, it added.
Inventory adjustments are expected to continue to affect the pure-play foundry business in the third quarter, TrendForce said, adding that Apple Inc’s launch of a new iPhone model is expected to lend support to the sector in the third quarter.
Taiwan Semiconductor Manufacturing Co (TSMC, 台積電) has approved a capital budget of US$31.28 billion for production expansion to meet long-term development needs during the artificial intelligence (AI) boom. The company’s board meeting yesterday approved the capital appropriation plan for purposes such as the installation of advanced technology capacity and fab construction, the world’s largest contract chipmaker said in a statement. At an earnings conference last month, TSMC forecast that its capital expenditure for this year would be at the higher end of the US$52 billion to US$56 billion range it forecast in January in response to robust demand for 5G, AI and
NEW MARKET: The partnership opens up India to the Dutch company, which already has a strong hold in the semiconductor market of South Korea, Taiwan and China ASML Holding NV entered into a partnership agreement with Tata Electronics Pvt Ltd aimed at ramping up India’s goal to develop domestic chip-manufacturing capabilities. The Dutch company’s technology would help power Tata Electronics’ planned 300 millimeter (mm) semiconductor foundry in Gujarat, according to a joint statement from the two companies on Saturday. The signing of a memorandum of understanding coincides with a visit by Indian Prime Minister Narendra Modi to the Netherlands, which is looking to deepen bilateral relations with New Delhi. ASML, whose top customers include Taiwan Semiconductor Manufacturing Co (台積電) and Samsung Electronics Co, makes lithography machines that can print
PORTFOLIO REBALANCING: The adjustments in three global equity indices reflect rising investor appetite for semiconductor and artificial intelligence-related stocks Taiwan’s weighting in major global equity indices compiled by MSCI Inc is to rise modestly following the latest quarterly review, underscoring the market’s expanding role in emerging-market portfolios, as global investors continue to favor the nation’s technology sector. Taiwan’s weighting in the MSCI Emerging Markets Index is to increase by 0.30 percentage points to 23.76 percent, after the changes take effect at the close of the May 29 session. Its weighting in the MSCI All-Country Asia ex-Japan Index is to rise 0.37 percentage points to 27.16 percent, while that in the MSCI All Country World Index is to edge up slightly to
The Hsinchu County Government’s Labor Affairs Department yesterday said that it has received a plan from cosmetics brand Taiwan Shiseido Co (台灣資生堂) detailing mass layoffs at its plant in Hukou Township (湖口). While the labor authorities did not disclose the number of employees to be laid off, Japanese news media earlier in the day reported that the closure of the company’s factory in Hukou would result in 170 employees losing their jobs. Shiseido followed the law by reporting its layoff plan, the department said, adding that authorities would closely monitor negotiations between the management and affected employees and step in if any
RSS