TrendForce Group today announced the second quarter of 2023 global top ten wafer foundries, revenue reached 26.2 billion U.S. dollars (currently about RMB 190.474 billion), a decrease of about 1.1%, of which TSMC continues to rank first with a 56.4% market share.
▲ Source: TrendForce
Top 5 Revenue Vendors:
- TSMC’s Q2 revenue was approximately US$15.666 billion (currently around RMB113.892 billion), a decrease of 6.4% YoY, with a market share of 56.4%.
- Samsung’s second-quarter revenue of about $3.234 billion (currently about RMB 23.511 billion), up 17.3% sequentially, with a market share of 11.7%.
- Ge-Xin’s Q2 revenue was approximately US$1.845 billion (currently approximately RMB13.413 billion), up 0.2% sequentially, with a 6.7% market share.
- UMC reported second-quarter revenue of approximately US$1.833 billion (currently approximately RMB13.326 billion), an increase of 2.8% QoQ and a 6.6% market share.
- SMIC reported second-quarter revenue of approximately $1.56 billion ($11.341 billion), up 6.7% sequentially, with a market share of 5.6%.
According to TrendForce, the biggest change for the sixth to tenth-ranked companies in the second quarter was that SMIC returned to the tenth position, while the rest of the companies remained unchanged in the rankings. Revenues of Hua Hong, Hi-Tech Semiconductor, and Power Semiconductor Corporation (PSMC) in the second quarter were roughly the same as those of the previous quarter or slightly lower, and are expected to follow the same trend in the third quarter.
Looking ahead to the third quarter, TrendForce said that the peak season demand in the second half of the year is weaker than in previous years, but orders for high-priced main chips and peripheral ICs, such as APs and modems, are expected to support the capacity utilization performance of Apple’s supply chain partners in the third quarter, and a small portion of the HPC AI chips will increase orders to boost high-priced process orders. Foundry output value is expected to rebound from the bottom, followed by slow growth.