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| TSMC |
[Alpha Biz= Reporter Kim Jisun] In the first quarter of this year (January to March), global revenue for semiconductor foundries decreased by 5% compared to the fourth quarter of last year (October to December), according to a recent survey. This decline is attributed to the lack of increased demand outside of AI semiconductors. As a result, Taiwan's TSMC, which manufactures most AI semiconductors, achieved a record-high market share.
According to Counterpoint Research's "Foundry Market Share Analysis" report on the 24th, TSMC accounted for 62% of the total revenue in the foundry industry.
TSMC's dominance in the foundry market is driven by the growth of the AI semiconductor market. TSMC projects that its AI semiconductor revenue will grow at an average annual rate of 50% through 2028. Counterpoint Research also noted, "Due to the solid demand for AI accelerators, TSMC's 5nm capacity utilization remains strong." In contrast, the growth rate forecast for the logic semiconductor industry (responsible for processing and control) has been revised down from over 10% to 10% for this year.
Samsung Electronics maintained its second-place position with a 13% market share. Although the Galaxy S24, released in the first quarter, performed well, demand for mid-range and low-end smartphones declined compared to the previous quarter. The market share gap between TSMC and Samsung Electronics is widening, with the difference increasing from 46 percentage points in the second and third quarters of last year to 47 percentage points in the fourth quarter, and 49 percentage points in the first quarter of this year.
Meanwhile, China's SMIC achieved third place in the foundry market share for the first time.
알파경제 Kim Jisun (stockmk2020@alphabiz.co.kr)
