Foundry Revenue & UTR by Node Tracker Q4 2024
Overview:
The report provides an in-depth analysis of the semiconductor foundry industry, focusing on revenue trends and utilization rates across various technology nodes. Authored by Adam Chang, the report examines the market share of major players, including TSMC, Samsung Foundry, UMC, GlobalFoundries, SMIC, Hua Hong, and HLMC, offering insights into their competitive positions and strategic initiatives. It delves into how different process nodes contribute to overall revenue and tracks historical and projected trends from 2021 to 2025. Additionally, the report analyzes capacity utilization rates for the industry as a whole and individually for key vendors, highlighting operational efficiencies and supply-demand dynamics.
Table of Contents:
l Foundry Market Share
l Revenue by Node and Vendor
l Foundry Revenue by Node, 2021-2025
l CUR - Industry
l CUR - TSMC
l CUR - Samsung Foundry
l CUR - UMC
l CUR - GlobalFoundries
l CUR – SMIC
l CUR - Hua Hong and HLMC
Published Date: 20 Mar 2025
Category
Industry
Semiconductors
Service
Foundry
Report Type
Report
Time Period
Quarterly
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Author
Brady Wang
Hi, I’m Brady Wang, a seasoned professional with over 20 years of experience in the high-tech industry, spanning semiconductor manufacturing, market intelligence, and strategic advisory roles. Currently, I serve as an analyst at Counterpoint Research, where I specialize in semiconductors with a focus on advanced applications such as automotive, server platforms, and cutting-edge process nodes. My core research centers on AI servers and their key components, including GPUs, custom accelerators, high-bandwidth memory (HBM), CPUs, and advanced packaging technologies. I also track the evolution of AI server architectures, interconnect technologies, and data center deployment trends. By combining deep technical knowledge with market insight, I help clients navigate the fast-changing AI infrastructure landscape and make strategic, data-driven decisions.