Overview

In Q4 2024, TSMC extended its market leadership, capturing a 67% revenue share on the back of sustained AI accelerator demand and a seasonal rebound in Android flagship smartphone orders. Continued strength in 5nm and 3nm shipments drove sequential growth, even amid muted demand in other consumer segments. Samsung Foundry held the second position with an 11% market share, as momentum from mid-range Android SoCs moderated slightly from the previous quarter. SMIC maintained its third position with a 5% share, supported by pre-build activity from Chinese customers ahead of potential tariffs and ongoing domestic stimulus. UMC and GlobalFoundries each held a 5% market share, rounding out the top five. Both foundries faced slower recovery in non-AI segments, with customers maintaining cautious inventory strategies despite signs of stabilization.

In Q4 2024, the 5/4nm nodes retained their lead with a 27% market share, fueled by sustained AI accelerator demand and steady orders from leading hyperscalers. The 3nm node climbed to 12%, reflecting strong customer engagement for TSMC's N3 process. The ramp was supported by growing shipments for Intel's Lunar Lake and Arrow Lake CPUs, as well as flagship Socs from Qualcomm and MediaTek targeting premium Android smartphones. The 7/6nm nodes accounted for 10% of the market, with stable utilization across low-mid-end PC and smartphone applications. Meanwhile, 28/22nm maintained an 8% share, aided by demand stabilization in CIS and AMOLED display driver ICs.

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