The production value of Taiwan’s semiconductor industry in the third quarter rose about 9 percent from a quarter earlier, as the industry benefited from peak-season effects, the Industrial Technology Research Institute (ITRI, 工業技術研究院) said on Friday.
Output in the third quarter stood at NT$1.38 trillion (US $42.42 billion), up from NT$1.27 trillion in the second quarter, the government-funded institute said in its IEK Current Quarterly Model report.
Within the chip industry, the IC manufacturing segment recorded the best performance from July to September, with production value rising 11.1 percent from the previous quarter to NT$896.5 billion, the report showed.
Photo: I-Hwa Cheng, Bloomberg
The IC packaging service segment came in second, rising 9 percent to NT$111.4 billion, followed by IC testing service providers, which posted NT$50.5 billion, up 4.3 percent, the report showed.
The IC design segment ranked fourth, climbing 4.2 percent to NT$325.6 billion, the institute said.
The four segments of the local semiconductor industry are expected to see output grow in the fourth quarter, with output value increasing 6.9 percent sequentially to NT$1.48 trillion, it added.
This year, the local semiconductor industry is expected to post NT$5.3 trillion in production value, up 22 percent from last year, with growth in chip manufacturing, design, packaging and testing estimated to rise 27.5 percent, 16.5 percent, 8.6 percent and 5.2 percent respectively, the ITRI said.
Analysts said Taiwan Semiconductor Manufacturing Co (TSMC, 台積電), the world’s largest contract chipmaker, would serve as a driver to growth in the local IC industry this year, on the back of robust demand for its advanced 3-nanometer and 5-nanometer processes following the current boom in artificial intelligence development.
At an investors’ conference earlier last month, TSMC forecast that sales this year would grow almost 30 percent from last year in US dollar terms, up from its previous estimate of 24 to 26 percent growth.
Taiwan Semiconductor Manufacturing Co (TSMC, 台積電) founder Morris Chang (張忠謀) yesterday said that Intel Corp would find itself in the same predicament as it did four years ago if its board does not come up with a core business strategy. Chang made the remarks in response to reporters’ questions about the ailing US chipmaker, once an archrival of TSMC, during a news conference in Taipei for the launch of the second volume of his autobiography. Intel unexpectedly announced the immediate retirement of former chief executive officer Pat Gelsinger last week, ending his nearly four-year tenure and ending his attempts to revive the
WORLD DOMINATION: TSMC’s lead over second-placed Samsung has grown as the latter faces increased Chinese competition and the end of clients’ product life cycles Taiwan Semiconductor Manufacturing Co (TSMC, 台積電) retained the No. 1 title in the global pure-play wafer foundry business in the third quarter of this year, seeing its market share growing to 64.9 percent to leave South Korea’s Samsung Electronics Co, the No. 2 supplier, further behind, Taipei-based TrendForce Corp (集邦科技) said in a report. TSMC posted US$23.53 billion in sales in the July-September period, up 13.0 percent from a quarter earlier, which boosted its market share to 64.9 percent, up from 62.3 percent in the second quarter, the report issued on Monday last week showed. TSMC benefited from the debut of flagship
A former ASML Holding NV employee is facing a lawsuit in the Netherlands over suspected theft of trade secrets, Dutch public broadcaster NOS said, in the latest breach of the maker of advanced chip-manufacturing equipment. The 43-year-old Russian engineer, who is suspected of stealing documents such as microchip manuals from ASML, is expected to appear at a court in Rotterdam today, NOS reported on Friday. He is accused of multiple violations of the sanctions legislation and has been given a 20-year entry ban by the Dutch government, the report said. The Dutch company makes machines needed to produce high-end chips that power
As South Korea descends into political chaos, its equity market risks falling further behind major tech rival Taiwan, which is basking in the glory of a global artificial intelligence (AI) boom. A near-30 percent surge in Taiwan’s stock benchmark this year, set to be the best since 2009, has already helped spur a historic divergence between Asia’s two tech-dominated markets. The nation’s market capitalization now exceeds South Korea’s by about US$950 billion as the world’s AI frontrunners from Nvidia Corp and Microsoft Corp to OpenAI all increasingly turn to Taiwanese firms for supply. Looking ahead to next year, while both export-oriented economies