TSMC takes market from Samsung, GloFo, but Covid-19 impact to come: Page 2 of 2

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.

Globalfoundries divestment of its Singapore fab to VIS is expected to have a direct impact on its 1Q20 revenue (see GloFo sells MEMS business, fab to Taiwan's Vanguard). Meanwhile UMC is expected to see quarterly gains in its capacity utilization rate, in turn registering a minor QoQ increase in 1Q20 revenue due to gains in capacity utilization rate and new clients for its Japanese wafer fab.

SMIC is benefitting from increasing demand in the domestic Chinese market for CMOS image sensors, power management ICs, fingerprint sensors, TrendForce said.

PSMC and VIS both profited from the increased demand for CMOS image senses and display driver ICSs and from clients' increased stocking. VIS' revenues will include those generated from its Singapore-based Fab 3E, purchased from GlobalFoundries.

However, as the pandemic rolls across Europe and the United States it will dent the economy and diminish the global market's purchasing and this is expected to be impact 2Q20.

Related links and articles:

www.trendforce.com

News articles:

Despite Covid-19, foundries' business boomed in February

Tower drops Jazz, embraces analog

Tower takes revenue hit in Panasonic extension

GloFo sells MEMS business, fab to Taiwan's Vanguard


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