Taiwan Semiconductor Manufacturing Co (TSMC, 台積電) secured a record 70.2 percent share of the global foundry business in the second quarter, up from 67.6 percent the previous quarter, and continued widening its lead over second-placed Samsung Electronics Co, TrendForce Corp (集邦科技) said on Monday.
TSMC posted US$30.24 billion in sales in the April-to-June period, up 18.5 percent from the previous quarter, driven by major smartphone customers entering their ramp-up cycle and robust demand for artificial intelligence chips, laptops and PCs, which boosted wafer shipments and average selling prices, TrendForce said in a report.
Samsung’s sales also grew in the second quarter, up 9.2 percent sequentially to US$3.16 billion, on the back of strong smartphone demand and the ramp-up of Nintendo Co’s Switch 2 game consoles. However, its market share fell to 7.3 percent from 7.7 percent over the period, the report said.
Photo: Ann Wang, Reuters
As a result, the gap between TSMC and Samsung widened to 62.9 percentage points last quarter from 59.9 percentage points the previous quarter, it said.
Chinese chipmaker Semiconductor Manufacturing International Corp (SMIC, 中芯) retained its position as the world’s third-largest foundry, but recorded declines in sales and market share as persistent problems in its advanced-node production lines led to shipment delays and lower average selling prices, the report said.
SMIC’s sales slipped 1.7 percent to US$2.21 billion, while its market share fell to 5.1 percent from 6.0 percent a quarter earlier. Its gap with Samsung also grew, widening to 2.2 percentage points last quarter from 1.7 points three months earlier, it said.
United Microelectronics Corp (聯電) remained in fourth place, with US$1.9 billion in sales and a 4.4 percent market share, ahead of US-based GlobalFoundries Inc in fifth place with sales of US$1.69 billion and a market share of 3.9 percent, the report said.
The combined sales of the top 10 foundry companies rose 14.6 percent sequentially to US$41.72 billion last quarter, boosted by Chinese consumer subsidies that spurred early stocking, as well as demand for new smartphones, laptops, PCs and servers set to launch in the second half of the year, TrendForce said.
For this quarter, the industry’s capacity utilization and sales are expected to show moderate growth, supported by seasonal demand for new products and steady orders for advanced and mature-node chips, it said.
NEW IDENTITY: Known for its software, India has expanded into hardware, with its semiconductor industry growing from US$38bn in 2023 to US$45bn to US$50bn India on Saturday inaugurated its first semiconductor assembly and test facility, a milestone in the government’s push to reduce dependence on foreign chipmakers and stake a claim in a sector dominated by China. Indian Prime Minister Narendra Modi opened US firm Micron Technology Inc’s semiconductor assembly, test and packaging unit in his home state of Gujarat, hailing the “dawn of a new era” for India’s technology ambitions. “When young Indians look back in the future, they will see this decade as the turning point in our tech future,” Modi told the event, which was broadcast on his YouTube channel. The plant would convert
‘SEISMIC SHIFT’: The researcher forecast there would be about 1.1 billion mobile shipments this year, down from 1.26 billion the prior year and erasing years of gains The global smartphone market is expected to contract 12.9 percent this year due to the unprecedented memorychip shortage, marking “a crisis like no other,” researcher International Data Corp (IDC) said. The new forecast, a dramatic revision down from earlier estimates, gives the latest accounting of the ongoing memory crunch that is affecting every corner of the electronics industry. The demand for advanced memory to power artificial intelligence (AI) tasks has drained global supply until well into next year and jeopardizes the business model of many smartphone makers. IDC forecast about 1.1 billion mobile shipments this year, down from 1.26 billion the prior
People stand in a Pokemon store in Tokyo on Thursday. One of the world highest-grossing franchises is celebrated its 30th anniversary yesterday.
Zimbabwe’s ban on raw lithium exports is forcing Chinese miners to rethink their strategy, speeding up plans to process the metal locally instead of shipping it to China’s vast rechargeable battery industry. The country is Africa’s largest lithium producer and has one of the world’s largest reserves, according to the US Geological Survey (USGS). Zimbabwe already banned the export of lithium ore in 2022 and last year announced it would halt exports of lithium concentrates from January next year. However, on Wednesday it imposed the ban with immediate effect, leaving unclear what the lithium mining sector would do in the
RSS