Since TSMC creatively separated chip design and manufacturing, chip foundry has become the most important force to be reckoned with in the global chip industry.
At present, at least more than 70% of all logic chips in the world are manufactured by foundries, and less than 30% are manufactured by some IDM factories in a one-stop design, manufacturing, packaging and testing system.
Therefore, chip foundries are becoming more and more important, after all, the more advanced the chip industry technology, the higher the threshold, and the higher the requirements, and the advantages of foundry enterprises focusing on chip manufacturing are becoming more and more obvious.
Even Intel, the most popular IDM company, has launched IDM20 plan, start to receive a large number of OEM orders to grab the business of TSMC and Samsung, you can imagine how important foundry is.
The TOP10 list of chip foundry companies is the barometer of the foundry industry and the hero list.
Recently, TrendForce released the rankings, revenue, and growth of the world's top 10 chip foundries in the third quarter of 2023.
As shown in the figure above, the first and second places must be TSMC and Samsung, which is not to be thought about, these two strong patterns have been in place for so many years, and no one can break them.
Among them, TSMC increased by 102%, with a share of up to 579%, Samsung increased by 141% with a share of 124%。
Then came GF, which this time was still at UMC, up 04% with a share of 62%, while UMC fell 17%, with a share of 6%, and GF has only 02% gap.
Then there is SMIC, which increased by 3 month-on-month8% with a share of 54%。Quite initially, GF slipped to No. 4, with SMIC only 0The 2% share gap is now growing, and the gap is getting farther and farther away.
Huahong Group ranked sixth, but this quarter decreased by 93%, which is the most serious decline in the top 10, shows that the third quarter is not very good.
It is also worth noting that another chip foundry in Chinese mainland, which was originally on the list, fell off the list this time, that is, crystal integration, ranking 9th in the world at the highest time, and did not enter the top 10 this time.
Then there's Intel, which is up 34 percent month-on-month1%, with a share of 1%, ranking ninth in the world, this should also be the first time that Intel has entered the world's top 10 chip foundries.
With Intel's efforts in chip foundry, and then domestic chip factories are affected by the ban, coupled with the current chip globalization is dead, there is chaos, and the next list is afraid that it will continue to be reshuffled.