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TAP TIMES -28- APRIL 2022

Top 10 foundries In this quarter’s top 10 ranking, Nexchip
hit $29.55 billion in 4Q21 overtook incumbent DB Hitek to clinch
10th place.

TAIPEI, Taiwan — The output value
of the world’s top 10 foundries in Growth trend, but slower than 4Q21
4Q21 reached $29.55 billion, or 8.3% TrendForce believes that the output value
growth QoQ, according to Trend- of the world’s top ten foundries will main-
Force’s research. tain a growth trend in 1Q22 but apprecia-
tion in ASP will still be the primary driver

Two major factors of said growth.
This is due to the interaction of two major
factors: However, since there are fewer first quar-
ter working days in the Greater China Area

One is limited growth in overall production due to the Lunar New Year holiday and this
capacity. At present, the shortage of cer- is the time when some foundries sched-
tain components for TVs and laptops has ule an annual maintenance period, 1Q22
eased but there are other peripheral mate- growth rate will be down slightly compared
rials derived from mature process such as to 4Q21.
PMIC, Wi-Fi, and MCU that are still in short
supply, precipitating continued fully loaded Looking at the top five industry players,
foundry capacity. TSMC’s 4Q21 revenue reached $15.75 bil-
lion, a QoQ increase of 5.8%.
Second is rising average selling price
(ASP). In the fourth quarter, more expen- Although 5nm revenue spiked thanks to
sive wafers were produced led by TSMC the new iPhone, 7/6nm revenue dropped
and foundries continued to adjust their due to a weak Chinese smartphone mar-
product mix to increase ASP. ket, becoming the only TSMC node in de
cline in 4Q21, and
inducing a contrac-
tion in TSMC reve-
In terms of nue growth in 4Q21,
though TSMC still
accounts for more
than 50% of global
market share.

Samsung stronger
As one of TSMC’s
few competitors
in advanced pro-
cesses below 7nm,
Samsung strength-
ened 4Q21 revenue
to $5.54 billion, a
quarterly increase of
15.3% owing to the
gradual completion
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