In this era of rapid technological change, we are always shocked by various innovations and breakthroughs. Among them, the semiconductor industry is undoubtedly one of the most representative fields. Let's take a look at the latest ranking of the world's top 10 foundries and take an in-depth look at the competitive landscape in this field.
First, let's look at TSMC, the giant in the global foundry market. According to Trendforce's latest report, in the third quarter of 2023, TSMC won by 57The 9% share is firmly in the first place in the world. Behind this data, TSMC's unremitting pursuit of cutting-edge process technology and excellent R&D capabilities are inseparable. In particular, after its 3nm process officially contributed to revenue, it accounted for 6% of the revenue in the current quarter, which undoubtedly provided strong support for TSMC's leading position.
However, despite TSMC's dominance in the global foundry market, other vendors are constantly trying to catch up. Samsung is known for its 12A 4% market share followed, followed by GF with 6A 2% share is in third place. It is worth noting that Chinese mainland companies are also emerging in this market, with SMIC and Huahong Group occupying 54% and 26% market share.
From this report, we can see that the strength of domestic enterprises in the field of wafer foundry is gradually improving. SMIC's third-quarter revenue increased by 3. QoQ, benefiting from seasonality in consumer products, especially smartphone rush orders8%。Although Huahong Group faced price reduction pressure in the third quarter, due to the impact of China's ** localization call, the proportion of revenue from local customers in China increased to 84%, showing great potential.
Next, we have exciting news to focus on. Intel's IFS (Intel Foundry Service) revenue increased by 34% quarter-on-quarter in the third quarter due to the seasonality of notebook shipments in the second half of the year and the advantage of having advanced manufacturing processes1%, which is in the top 10 in the world for the first time. This is a major boost for businesses in the U.S. and an incentive for all of us tech enthusiasts.
However, we cannot ignore some of the current challenges. Inflation risks remain and the short-term market situation remains uncertain. This means that a lot of stocking is carried out in urgent orders, which poses a threat to the stability of the entire ** chain. In addition, as U.S. customers move out of China more and more obviously, domestic companies need to find new growth opportunities to maintain a competitive edge.
Overall, the competitive landscape of the global foundry market is changing. Whether it is an established giant such as TSMC and Samsung, or emerging forces such as SMIC and Huahong Group, they are actively responding to challenges and seeking development. In this process, we need to have confidence in the future of Chinese companies and believe that they can play a greater role in the global semiconductor industry.
Looking ahead, we look forward to seeing more Chinese companies make breakthroughs in the field of wafer foundry and inject new vitality into the development of China's semiconductor industry. At the same time, we also hope that foreign companies can face up to their own shortcomings, continuously improve their competitiveness, and jointly promote the progress of the global semiconductor industry.
Finally, we would like to remind everyone that no matter what industry you are in, technological innovation and market competition are the eternal themes. Only by making continuous progress can we remain invincible in this rapidly changing world.
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