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Top 10 foundries (from 28)
of new advanced 5/4nm process capacity
and the mass production of new flagship
products from major client Qualcomm.
Slower advanced process ramping
Although Samsung’s foundry business has
posted record revenue, the slower ramp-
up of advanced process capacity continues
to erode overall profitability.
Therefore, TrendForce believes that im- This is TSMC’s Fab 15. The Taiwanese company posted revenue
proving advanced process capacity and nearly 3X its nearest competitor Samsung. (TSMC)
yield in 1Q22 is one of Samsung’s top ing the growth of revenue performance.
priorities.
Tower acquisition
Constrained by limited growth in new The acquisition of Tower by Intel netted In-
production capacity and the fact that the tel mature process technologies and a cus-
new wave of wafers contracted at the lat- tomer base and expanded the diversity and
est pricing has yet to be produced, UMC’s production capacity of its foundry business.
revenue stalled slightly in 4Q21, to $2.12
billion, up 5.8% QoQ. However, before this transaction is official-
ly completed, Tower is still considered an
Capacity benefits GLOBALFOUNDRIES independent entity for accounting. Trend-
GLOBALFOUNDRIES benefited from the Force states, after Intel’s foundry business
release of new production capacity, prod- is properly integrated with Tower, Intel will
uct mix optimization, and new long-term officially enter the ranking of top ten found-
agreement (LTA) pricing, pushing up ASP ries.
performance. Revenue in 4Q22 hit $1.85
billion, up 8.6% QoQ. Nexchip fastest grower
Coming in 10th on the top 10 foundry rank-
SMIC posted 4Q21 revenue of US$1.58 ing is Nexchip with revenue of $352 million
billion, 11.6% QoQ, due to mounting de- and a quarterly growth rate of 44.2%, the
mand for products such as HV, MCU, Ultra fastest growth rate among the top ten, and
Low Power Logic, and Specialty Memory as officially surpassed DB Hitek.
well as factors such as product mix adjust-
ment and appreciating ASP. According to TrendForce investigations, the
primary reason Nexchip was able to break
The foundries ranked 6th to 9th are Hua- into the top 10 in 4Q21 was the company’s
Hong Group, PSMC, Vanguard International diligent production expansion.
Semiconductor (VIS), and Tower Semicon-
ductor (Tower), respectively. Nexchip also plans to develop more ad-
vanced processes such as the 55/40/28nm
Each has benefiting from factors such as nodes and multiple product lines including
a utilization rate uniformly at full capacity, TDDI, CIS, and MCU, to compensate for its
release of new production capacity, and ad- current single product line and limited cus-
justment of ASP and product mix, sustain- tomer base. trendforce.com
