Global Semiconductor Foundry Market Share: Quarterly

Nov 26, 2024

Global Foundry Market Share (%)
Foundry Company	Q1 2023	Q2 2023	Q3 2023	Q4 2023	Q1 2024	Q2 2024	Q3 2024
TSMC	61%	58%	59%	61%	62%	62%	64%
Samsung Foundry*	11%	12%	13%	14%	13%	13%	12%
UMC	6%	7%	6%	6%	6%	5%	5%
SMIC	5%	6%	6%	5%	6%	6%	6%
GlobalFoundries	7%	7%	6%	6%	5%	5%	5%
Others	10%	11%	10%	9%	9%	9%	8%

Market Highlights:

The foundry industry revenue increased by around 10% QoQ and 27% YoY in Q3 2024, driven by strong AI demand and faster recovery in China.
Leading-edge nodes, including TSMC's N5 and N3, are key growth drivers for the foundry industry, fueled by strong demand from AI and smartphone semiconductors.
Non-AI semiconductor demand remained sluggish, with mature 12-inch demand recovering better than 8-inch.
Chinese foundry players, including SMIC and HuaHong, outperformed their mature-node global peers, with overall utilization rates rebounding to over 90%, driven by China demand recovery and localization.
Competition in mature-node foundries is set to intensify as more additional capacity comes online heading into 2025.

(*) 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 2023 till 2024.
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