Overview: In Q3 2024, TSMC surpassed expectations with a remarkable 64% market share, bolstered by high utilization rates at its N5 and N3 nodes and fueled by robust AI accelerator demand and strong seasonal smartphone sales. Samsung Foundry retained the second position with a 12% market share, supported by incremental gains in its 4nm and 5nm platforms, though it faced headwinds from softer Android smartphone demand. SMIC ranked third, holding a 6% share, as it capitalized on a recovery in China's domestic demand and strong momentum in mature nodes like 28nm. UMC and GlobalFoundries followed with 5% each, with both benefitting from stabilization in key segments like IoT and communications infrastructure, even as the broader non-AI demand recovery remained sluggish.
Published Date: January 2025
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