Foundry Revenue & UTR by Node Tracker Q1 2024

Jun 20, 2024

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.

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Author

Adam Chang

Adam Chang is a Research Analyst at Counterpoint in Taiwan, specializing in foundry and semiconductor research. Previously, he was a Trader/Analyst at Infini Capital Management in Hong Kong, a multi-strategy hedge fund, where he focused on global technology, with an emphasis on fundamental equity long/short and event-driven investments. His expertise in the semiconductor and technology hardware sectors, combined with his financial analysis skills, enables him to deliver valuable industry insights.