With the continuous development of the chip industry, the global chip industry is undergoing a major reshuffle. The latest ranking of the world's top 10 chip foundries in the third quarter of 2023 shows that TSMC and Samsung firmly occupy the top two places in the ranking list with their strong strength. TSMC grew by 102%, with a share of up to 579%, while Samsung grew by 141% with a share of 124%。The supremacy of these two giants has long been unquestionable.
In third place is GF, which still overtakes UMC in this ranking, but with an increase of only 04% with a share of 62%。In contrast, UMC's sequential decline was 17%, with a share of 6%, and GF has only 02% gap. This slight gap shows the fierce competition in the foundry market.
SMIC ranked fourth, up 38% with a share of 54%。Although GF fell to fourth place, the gap with SMIC was only 02%, GF's growth momentum continues, and the gap is likely to widen. In sixth place was Huahong Group, but this quarter decreased by 93%, which is the most serious decline in the top 10, shows that the third quarter is not ideal for Huahong Group.
Not only have the companies on the list been adjusted, but another chip foundry in Chinese mainland, which was originally on the list, has also fallen off the list this time. Crystal Integration used to rank ninth in the world, but this time it failed to enter the top 10.
The most notable is Intel, this time with 34With a month-on-month increase of 1%, the market share reached 1%, and it entered the ranks of the world's top ten chip foundries for the first time. Intel is actively working on chip foundry, and the pattern of the chip foundry market may continue to change due to the impact of the ban on domestic chip factories and the current dilemma of chip globalization.
In general, the major adjustment of the top 10 chip foundries reflects the transformation and competition situation of the global foundry industry. TSMC and Samsung's dominance remains solid, but the efforts and growth of SMEs cannot be ignored. In particular, the rise of Intel has brought new variables to the market. With the development of the industry, foundry companies will continue to adjust and optimize their business models to adapt to market demand and technological changes. The competition in the chip foundry industry will continue to be fierce, and the pattern of the global foundry industry will continue to change. This also reminds us to continue to pay attention to the dynamics of OEM enterprises, seize opportunities, and adapt to changes in order to maintain a competitive advantage in the fierce market competition.
In the future chip foundry industry, whether it is TSMC, Samsung and other industry giants, or the rise of emerging forces such as Intel, will face huge challenges and opportunities. OEM enterprises need to increase R&D investment and improve technological innovation capabilities to adapt to the escalating market demand and technological progress. At the same time, foundry companies also need to strengthen cooperation and competition, and seek new business models and market entry points to achieve sustainable development and growth.
For us personally, behind the TOP10 adjustment of chip foundry undoubtedly reflects the development status and trend of the foundry industry. As consumers, we can see the boom in the tech industry and the push for innovative technologiesAs practitioners, we can gain an in-depth understanding of the competitive situation and development direction of OEM companies, so as to provide guidance for our own career planning and development choices. Regardless of our role, we should actively follow the development trend of the foundry industry, and continue to learn and Xi grow in this field to meet the challenges and opportunities of the future.