Recently, TrendForce released its ranking of the world's top 10 chip foundries in the third quarter of 2023, which shows that the top 10 companies have undergone a major reshuffle in this quarter. Among them, TSMC and Samsung are still in the top two, while Chinese mainland has one less OEM company to enter the list. It is worth mentioning that Intel entered the world's top 10 chip foundries for the first time. Behind this change is not only the strength of the enterprise and market competition, but also the impact of the complex environment and pattern changes in the global chip industry. The following will introduce in detail the reshaping of the TOP10 chip foundry.
In the field of chip foundry, TSMC and Samsung have always been strong players in the competition for the first place, which is also a well-known fact. Whether it is technical strength or market share, they are in a league of the best. In the quarter, TSMC grew 102%, with a share of up to 579%；Samsung grew by 14 percent month-on-month1% with a share of 124%。The supremacy of these two giants has not been shaken.
As the world's largest chip foundry, TSMC has always occupied a considerable share of the market with advanced manufacturing technology and high-quality chip products. Samsung, as a representative enterprise in South Korea, also has strong strength and competitiveness in the chip industry. The continued growth of the two companies and the stable retention of the top two positions are not only a reflection of their own strength, but also the result of the market's recognition and demand for them.
As a chip foundry independently developed in China, GF has maintained a strong growth momentum in the fierce competition. For the quarter, GF increased 04%, with a share of 62%；UMC, on the other hand, fell 17% with a share of 6%. There is only 02% difference, but GF's trend of moving further and further away from UMC is obvious to all.
As one of the leaders in China's chip foundry industry, GF has made remarkable achievements in the global market by virtue of its independent R&D advantages and technological innovation. In contrast, UMC is facing challenges from technological updates and market changes, resulting in a gradual decline in market share. This also reflects the trend of Chinese mainland chip foundry enterprises gradually improving their own strength and entering the global market.
As another important chip foundry in China, SMIC continued to maintain a stable growth trend in the quarter. Month-on-month growth of 38% with a share of 54%。The gap with the top three is still obvious, but compared to GF, SMIC has narrowed the distance with the industry leaders.
As a leading integrated circuit manufacturing enterprise in China, SMIC has been committed to building a chip manufacturing platform with independent research and development and independent innovation. By continuously improving its technical strength and quality level, SMIC has a position that cannot be ignored in the global chip foundry field. In this ranking, SMIC's performance shows its steady development trend, injecting new impetus into the development of the domestic chip industry.
As one of the important enterprises in the chip foundry industry in Chinese mainland, Huahong Group encountered some difficulties this quarter. Month-on-month, it decreased by 93%, ranking sixth. It can be seen that this quarter was not very smooth for Huahong, facing certain challenges and pressures.
Huahong Group has always been one of the leaders in the chip foundry industry in Chinese mainland, and occupies an important position in the industry with its strong technical strength and market influence. However, with the development and changes of the global chip industry, Huahong is also facing challenges from the external environment. This reduction is a warning for Huahong that it needs to further strengthen innovation and enhance competitiveness.
It is worth noting that another chip foundry in Chinese mainland, Jinghe Integration, fell off the list in this ranking. Jinghe Integration used to be in the top 10 in the world, but this time it did not enter the top 10. This also means that the crystal integration has encountered certain difficulties in the market competition.
As a chip foundry enterprise in Chinese mainland, Crystal Integration has performed well for a period of time, but with market changes and intensified competition, Crystal Integration is facing challenges from the external environment. The failure to enter the top 10 this time can be regarded as a warning for Crystal Integration, which needs to further adjust and improve its own strength.
In this ranking, the most striking is the rise of Intel. Month-on-month growth of 341%, with a share of 1%, ranking ninth in the world. This is the first time that Intel has entered the world's top 10 chip foundries, marking its strength in the foundry field has been recognized.
As the world's leading chip manufacturer, Intel has always had strong competitiveness in the field of private label chips. However, in recent years, Intel has begun to expand its foundry business, hoping to increase revenue and market share by accepting foundry orders. Entering the world's top 10 chip foundries this time is an important milestone for Intel, and it is also its positive response and response to the foundry market.
The reshaping of the top 10 chip foundries has exposed the complex environment and changes in the global chip industry. While TSMC and Samsung are consolidating their hegemony, chip foundry companies in Chinese mainland are also growing and rising. But at the same time, there are also some companies that encounter difficulties and exit the market. As the world's leading chip manufacturing company, Intel has entered the world's top 10 chip foundries, demonstrating its strength in the foundry field and its ability to respond to market changes. In the future, the chip foundry field will continue to reshuffle, and we look forward to more outstanding companies to stand out and make greater contributions to the development of the global chip industry.