| Global Foundry Market Share (%) | |||||||
|---|---|---|---|---|---|---|---|
| Foundry Company | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 |
| TSMC | 58% | 59% | 61% | 62% | 62% | 64% | 67% |
| Samsung Foundry* | 12% | 13% | 14% | 13% | 13% | 12% | 11% |
| UMC | 7% | 6% | 6% | 6% | 5% | 5% | 5% |
| SMIC | 6% | 6% | 5% | 6% | 6% | 6% | 5% |
| GlobalFoundries | 7% | 6% | 6% | 5% | 5% | 5% | 5% |
| Others | 11% | 10% | 9% | 9% | 9% | 8% | 8% |
Market Highlights:
- The foundry industry saw a 26% YoY and 9% QoQ revenue increase in Q4 2024, largely fueled by AI demand and China’s continued recovery.
- TSMC’s N3 and N5 utilization remained fully loaded, supported by robust AI and flagship smartphone demand.
- Global mature-node foundries (excluding China) struggled, with utilization rates at 65%-70%, though 12-inch nodes recovered faster than 8-inch nodes.
- Consumer and PC semiconductors showed signs of recovery, aided by US tariff-driven prebuilds and near-term support from China’s subsidies.
(*) 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.
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.
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Counterpoint Research is a global industry and market research firm providing market data, intelligence, thought leadership and consulting across the technology ecosystem. We advise a diverse range of global clients spanning the supply chain – from chipmakers, component suppliers, manufacturers and software and application developers to service providers, channel players and investors. Our veteran team of analysts serve these clients through our offices located across the key innovation hubs, manufacturing clusters and commercial centers globally. Our analysts consistently engage with C-suite through to strategy, market intelligence, supply chain, R&D, product management, marketing, sales and others across the organization. Counterpoint’s key coverage areas: AI, Automotive, Cloud, Connectivity, Consumer Electronics, Displays, eSIM, IoT, Location Platforms, Macroeconomics, Manufacturing, Networks & Infra, Semiconductors, Smartphones and Wearables.
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