TSMC takes market from Samsung, GloFo, but Covid-19 impact to come

March 24, 2020 //By Peter Clarke
TSMC takes market from Samsung, GloFo, but Covid-19 impact to come
Foundry revenues are up 30 percent year-on-year in the first quarter of 2020 but the Covid-19 pandemic could hinder future market demand, according to TrendForce.

The biggest success in the top ten foundries was market leader TSMC which continued to take market share from its closest competitors Samsung and Globalfoundries. Other successful companies included Powerchip Semiconductor Manufacturing Corp. (PSMC) and United Microelectronics Corp. both also of Hsinchu in Taiwan.

TrendForce reckons the foundry industry overall benefitted from clients stockpiling chips (see Despite Covid-19, foundries' business boomed in February).

Poor performers year-on-year included Tower Semiconductor Ltd. and Hua Hong.

Now the whole of the foundry market will face a challenge, as the Covid-19 pandemic has caused a reduction in the demand for end products. The impact on foundries is expected to come in 2Q20, the market research firm said.

Ranking of top ten foundry suppliers by estimated revenue for 1Q20 in millions of dollars. Source: TrendForce.

TrendForce said that strong demand for TSMC's 7nm manufacturing process will keep production full utilized even after slow down in orders.  Even at 12nm/16nm TrendForce expects TSMC to maintain about 90 percent level of 12/16nm capacity utilization going forward. On the other hand, TSMC’s production capacities of mature process nodes and special technology are currently fulfilling the demands for 5G, IoT, and automotive products, which contribute to its steady revenue stream.

Samsung is attempting to raise revenue from 8nm extreme ultraviolet process technology but domestic market demand is likely to fall due to the coronavirus pandemic. This is projected to affect Samsung's 1Q20 revenue.

Next: Globalfoundries


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