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Samsung may spend $200 billion on 11 Texas fabs over 20 years
TAP TIMES -18- JANUARY 2023
Top 10 foundries’ sales rose 6% ries will register a QoQ decline, thereby
in 3Q22, but correction nearing terminating the boom of the past two
years—when there was an uninterrupted
TAIPEI, Taiwan — According to Trend- trend of QoQ revenue growth.
Force’s research, the total revenue of
the global top 10 foundries rose by TSMC gaining
6% QoQ to $35.21 billion for 3Q22, TSMC gained market share in 3Q22 thanks
as the release of the new iPhone se- to iPhone-related orders, and the Top Five
ries during the second half of the year foundries acounted for almost 90% of the
generated significant stock-up activi- global market
ties across Apple’s supply chain.
For individual foundries’ performances in
Weak performances 3Q22, the group of the top five was led by
However, the global economy shows weak TSMC, followed by Samsung, UMC, Global-
performances, and factors such as China’s Foundries and SMIC.
policy on containing COVID-19 outbreaks
and high inflation continue to impact con- Their collective global market share (in
sumer confidence. revenue terms) came to 89.6%. Most
foundries were directly impacted by clients
As a result, peak-season demand in the slowing down their stock-up activities or
second half of the year has been under- significantly correcting down their orders.
whelming, and inventory consumption is Only TSMC was able to make a notable
proceeding slower than anticipated. This gain due to Apple’s strong stock-up de-
situation has led to substantial downward mand for the SoCs deployed in this year’s
corrections to foundry orders as well. new iPhone models.
Decline predicted in 4Q22 TSMC saw its revenue rise by 11.1% QoQ
For 4Q22, TrendForce forecasts that the to US$20.16 billion, and the corresponding
total revenue of the global top 10 found- market share expanded to 56.1%.
The growth was mainly attributed to
the ≤7nm nodes, whose share in the
foundry’s revenue had kept climbing
and reached 54% in the third quarter.
Slight drop for Samsung
Conversely, Samsung actually expe-
rienced a slight QoQ drop of 0.1% in
foundry revenue even though it had
also benefited from the component de-
mand related to the new iPhone series.
Partially impacted by the weakening
of the Korean won, Samsung’s market
share fell to 15.5%.
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