Top

Foundry

Foundry

Semiconductor Foundry provides a deep-dive view of semiconductor manufacturing. Spanning materials to services, we cover everything from wafer manufacturing through to end applications. Data and insights include manufacturing evolution, competitive dynamics between foundries, and applications of foundry services across various geometries.

Contact us if you are interested in our service

Complimentary Report

Foundry Industry Q1 2024 Wrap: Future Prospects Amid Signs of Recovery

In Q1 2024, the foundry industry showed signs of recovery as earnings and guidance for Q2 aligned with expectations, marking the early stages of a cyclical rebound. Despite the cautious inventory management and sluggish end demand that characterized the market, there are optimistic indicators pointing towards an upturn in the second half of the year. Chinese foundries have experienced a notable recovery in utilization rates, driven by early inventory corrections among fabless customers, resulting in normalized inventory levels across Asian fabless vendors following extensive destocking.

Infographic: Q4-2021 / Semiconductors

Samsung took the lead in 2021 with a strong DRAM and NAND flash market performance at the expense of Intel’s relatively flattish results. Major smartphone SoC and GPU vendors also enjoyed strong growth in the year with over 50% YoY revenue increase.
See all complementary reports

Reports

Foundry Industry Q1 2024 Wrap: Future Prospects Amid Signs of Recovery

  • Report
In Q1 2024, the foundry industry showed signs of recovery as earnings and guidance for Q2 aligned with expectations, marking the early stages of a cyclical rebound. Despite the cautious inventory management and sluggish end demand that characterized the market, there are optimistic indicators pointing towards an upturn in the second half of the year. Chinese foundries have experienced a notable recovery in utilization rates, driven by early inventory corrections among fabless customers, resulting in normalized inventory levels across Asian fabless vendors following extensive destocking.
Read more

Infographic: Foundry Revenue Share in Q1 2024

  • Report
In Q1 2024, the foundry industry demonstrated mixed results with some notable shifts in market dynamics. TSMC exceeded market expectations, driven by strong AI accelerator demand. The company has raised its forecast for data center AI revenue, projecting it to double YoY in 2024, while expecting a 50% CAGR in AI revenue through 2028. Despite an expanding CoWoS capacity, it remains insufficient to meet the surging AI demand. Samsung Foundry maintained its second position, though its revenue declined due to smartphone seasonality. SMIC secured the third spot for the first time, benefiting from China’s demand recovery. Both UMC and GlobalFoundries saw consumer and smartphone demand bottoming out, with a muted outlook for auto demand in the near term. The industry started seeing signs of demand recovery, with normalized and leaner channel inventory indicating that strong AI demand and a mild recovery in the end demand could drive growth in 2024. In Q1 2024, the foundry industry’s revenue share by technology node revealed significant shifts influenced by varying demand across sectors. The 5/4nm nodes dominated with a 26% market share, driven by strong AI demand. In contrast, the 3nm node experienced the most notable drop, falling from third to fifth place with a 6% market share, primarily due to the off-season effects of iPhone production. The 7/6nm, 28/22nm and 16/14/12nm nodes also saw reductions in their proportions at 12%, 8% and 7% respectively, mainly attributed to seasonal downturns in the smartphone and PC markets. These trends underscore the current dynamics in the foundry industry, where advanced nodes benefit from AI-driven growth, while traditional nodes face challenges from cyclical consumer electronics demand.
Read more

2024 Computex Taipei Photo Gallery

  • Report
This report provides a snapshot of Computex Taipei 2024, where Nvidia’s GB200 set the stage for the event. We have also highlighted key players in the downstream supply chain essential for the next generation of AI, including thermal producers, Baseboard Management Controllers, and AI PC OEMs/ODMs.
Read more
See all research in Memory Semiconductor

Market Trend – Smartphone Memory Architecture Analysis

Smartphone DRAM Status Update, Q4 2020

Report / May 13, 2021 / Brady Wang 

DRAM densities in smartphones are growing fast to cater to customer tastes, such as life-like gaming experience and crystal-clear photography. Smartphones need additional resources to support the surging demand of users, and DRAM proves to be a critical component here.

Read More

Smartphone NAND Flash Status Update, Q4 2020

Report / Apr 13, 2021 / Brady Wang

This report studies the trends in smartphone NAND capacity on a quarterly basis, focusing on the key metrics for its growth evaluated in terms of time, brands and memory size variants in the 2019-20 period.

Read More
See all research in Memory Semiconductor

Analysts Insights

Global Semiconductor Foundry Market Share: Quarterly

  • Data
  • /
  • /
  • Team Counterpoint

India’s Promising Semiconductor Manufacturing Trajectory

  • Press releases
  • /
  • /
  • Team Counterpoint
See all

Our Opinion Leaders in Semiconductors

Neil Shah

Vice President

Brady Wang

Associate Director

Parv Sharma

Senior Analyst

Ashwath Rao

Senior Analyst

Our Opinion Leaders in Semiconductors

Coverage

Insights

Social media

Contact us

Copyright ⓒ Counterpoint Technology Market Research | All rights reserved

Term of Use and Privacy Policy

Counterpoint Technology Market Research Limited

Registration

In order to access Counterpoint Technology Market Research Limited (Company or We hereafter) Web sites, you may be asked to complete a registration form. You are required to provide contact information which is used to enhance the user experience and determine whether you are a paid subscriber or not.
Personal Information When you register on we ask you for personal information. We use this information to provide you with the best advice and highest-quality service as well as with offers that we think are relevant to you. We may also contact you regarding a Web site problem or other customer service-related issues. We do not sell, share or rent personal information about you collected on Company Web sites.

How to unsubscribe and Termination

You may request to terminate your account or unsubscribe to any email subscriptions or mailing lists at any time. In accessing and using this Website, User agrees to comply with all applicable laws and agrees not to take any action that would compromise the security or viability of this Website. The Company may terminate User’s access to this Website at any time for any reason. The terms hereunder regarding Accuracy of Information and Third Party Rights shall survive termination.

Website Content and Copyright

This Website is the property of Counterpoint and is protected by international copyright law and conventions. We grant users the right to access and use the Website, so long as such use is for internal information purposes, and User does not alter, copy, disseminate, redistribute or republish any content or feature of this Website. User acknowledges that access to and use of this Website is subject to these TERMS OF USE and any expanded access or use must be approved in writing by the Company.
– Passwords are for user’s individual use
– Passwords may not be shared with others
– Users may not store documents in shared folders.
– Users may not redistribute documents to non-users unless otherwise stated in their contract terms.

Changes or Updates to the Website

The Company reserves the right to change, update or discontinue any aspect of this Website at any time without notice. Your continued use of the Website after any such change constitutes your agreement to these TERMS OF USE, as modified.
Accuracy of Information: While the information contained on this Website has been obtained from sources believed to be reliable, We disclaims all warranties as to the accuracy, completeness or adequacy of such information. User assumes sole responsibility for the use it makes of this Website to achieve his/her intended results.

Third Party Links: This Website may contain links to other third party websites, which are provided as additional resources for the convenience of Users. We do not endorse, sponsor or accept any responsibility for these third party websites, User agrees to direct any concerns relating to these third party websites to the relevant website administrator.

Cookies and Tracking

We may monitor how you use our Web sites. It is used solely for purposes of enabling us to provide you with a personalized Web site experience.
This data may also be used in the aggregate, to identify appropriate product offerings and subscription plans.
Cookies may be set in order to identify you and determine your access privileges. Cookies are simply identifiers. You have the ability to delete cookie files from your hard disk drive.