Global Semiconductor Foundry Market Share: Quarterly

Sep 21, 2024

Global Semiconductor Foundry Revenue Share: Q2 2024

Note: Totals may not add up due to rounding.

Global Foundry Market Share (%)
Foundry Companies	Q3 2022	Q4 2022	Q1 2023	Q2 2023	Q3 2023	Q4 2023	Q1 2024
TSMC	59%	59%	59%	57%	59%	61%	62%
Samsung Foundry*	12%	13%	13%	14%	13%	14%	13%
UMC	7%	7%	6%	7%	6%	6%	6%
SMIC	6%	5%	5%	6%	6%	5%	6%
GlobalFoundries	6%	6%	7%	7%	6%	6%	5%
Others	10%	10%	10%	9%	10%	8%	9%

Read our quarterly PR here: AI Demand Stands Strong Amidst Seasonal Downturn and Slower Recovery for Global Foundry Industry in Q1 2024

Highlights:

• TSMC recorded a sequential decline of 4% in its revenue for Q1 2024 due to the smartphone market's seasonal factors, partly offset by continued AI demand.
• Despite sluggish non-AI demand and TSMC revising down growth projections for the logic semiconductor and foundry industries, inventory destocking over the past 5-6 quarters has cleared the channel, setting the stage for a potential upturn.
• Strong demand for AI semi (TSMC) and the surge in initial pre-orders for the Samsung S24 series will mitigate the foundry industry’s cyclical seasonality in Q1 2024.
• Mature node foundries suffer from low utilization and rising competition. However, our supply chain checks indicate that pricing pressure will remain under control overall.

(*) Samsung includes foundry service for its internal logic IC business

Data on this page is updated every quarter

This page provides a view on the global foundries revenue share from 2022 till 2023.

For detailed insights on the data, please reach out to us at sales(at)counterpointresearch.com. If you are a member of the press, please contact us at press(at)counterpointresearch.com for any media enquiries.

INFOGRAPHIC:

Q1 2024 | Semiconductors, Foundry Share and Smartphone AP Share

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The global foundry market share numbers are from:

Global Foundry Market Share Update

PDF File | Published Date: March 2024

This is a comprehensive database of Extended Reality (XR) headset model level shipments by quarter including retail price and 30+ specifications and features. It covers tethered as well as standalone Virtual Reality (VR) and Augmented Reality (AR) headset models. We are tracking 35+ XR brands and 70+ headset models by memory variants.

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