2Q25 foundry revenue surges 14.6% – TSMC extends market dominance September 02, 2025 Global foundry revenue rose 14.6% quarter-on-quarter (QoQ) in the second quarter of 2025 to a record USD 41.7 billion, according to TrendForce. The increase was driven by China’s consumer subsidy program and early demand for smartphones, notebooks, PCs, and servers ahead of second-half launches, reports TrendForce.
Top 10 foundries face tariffs and subsidies, 1Q revenue declines June 11, 2025 The global foundry industry recorded USD 36.4 billion in revenue for Q1 2025, representing a 5.4% quarter-on-quarter decline, according to TrendForce. The revenue drop was softened by last-minute rush orders ahead of the US reciprocal tariff exemption deadline and continued demand driven by China’s 2024 consumer subsidy program.
Foundry market hits $38.5B as top 10 dominate with 96% share March 11, 2025 The global foundry industry reached a new revenue record of USD 38.48 billion in Q4 2024, driven by strong demand for advanced process nodes in AI servers, flagship smartphone application processors, and new PC platforms, reports TrendForce. The top 10 foundries achieved nearly 10% QoQ revenue growth, despite weakening demand for mature process technologies.
3Q24 global top 10 foundry revenues reach record highs December 05, 2024 TrendForce reports that despite a weak economy in Q3 2024, new smartphone and PC launches, along with strong demand for AI servers, boosted wafer foundry capacity utilisation compared to Q2.
Mature process capacity to grow 6% in 2025 October 30, 2024 According to TrendForce's investigations, China's domestic IC substitution policies will allow Chinese foundries to account for the majority of the expansion in mature process capacity in 2025. Despite ongoing price pressure, the top 10 mature process foundries globally are expected to have a 6% rise in capacity by 2025.
Urgent orders boost wafer foundry utilisation in Q2 September 03, 2024 Customers have started to restock components following the arrival of China's 618 mid-year shopping season and consumer electronics inventory levels approaching healthy levels. This has led to urgent orders for wafer foundries, reports TrendForce.
Global semiconductor fab capacity to expand 6% in 2024 June 26, 2024 To keep pace with the growth in demand for chips, the global semiconductor manufacturing industry is expected to increase capacity by 6% in 2024 and post a 7% gain in 2025, reaching a record capacity high of 33.7 million wafers per month (wpm: 8-inch equivalent), SEM reports.
Global chip manufacturing to grow by 6% in 2024 June 20, 2024 New research by SEMI predicts that the global semiconductor manufacturing industry will increase capacity by 6% in 2024 – and 7% next year.
Top 10 global foundries see 4.3% QoQ drop in 1Q24 June 12, 2024 The first quarter of 2024 marked the entry of a traditional off-season for the consumer end, according to a survey by TrendForce. Orders were mainly for restocking inventory, and the supply chain was slow overall. Economic risks like inflation and geopolitical conflicts led to revisions in forecasts for automotive and industrial equipment. AI servers played a key role in supporting the supply chain. Despite this, the top 10 global foundries saw a 4.3% revenue drop to USD 29.2 billion.
Global top 10 foundries Q4 revenue up 7.9% March 12, 2024 The latest TrendForce report reveals a notable 7.9% jump in 4Q23 revenue for the world’s top ten semiconductor foundries, reaching USD 30.49 billion.
Top 10 foundries experience 7.9% QoQ growth in 3Q23 December 06, 2023 The third quarter of 2023 was a dynamic quarter for the global foundry industry – marked by an uptick in urgent orders for smartphone and notebook components, according to TrendForce’s research.
China is beefing up its wafer capacity November 16, 2023 TrendForce has taken a deep dive into mainland China’s semiconductor manufacturing capacity, investigating the country's existing and future fab capacity.
China to boost its mature process capacity October 18, 2023 The global ratio of mature (>28nm) to advanced (>16nm) processes is expected to be about 7:3 between 2023 and 2027, according to TrendForce. China's mature process capacity is expected to increase from 29% this year to 33% by 2027.
Chilly demand prospects for 8-inch production capacity October 04, 2023 The utilisation rate for 8-inch production capacity is expected to drop to 50-60%, says TrendForce
Top 10 foundries report a 1.1% quarterly decline in 2Q23 September 05, 2023 TrendForce reports an interesting shift in the electronics landscape: dwindling inventories for TV components, along with a surging mobile repair market that’s been driving TDDI demand, have sparked a smattering of urgent orders in the Q2 supply chain.
Weak consumer product demand hits PSMC and VIS revenue hard June 13, 2023 The foundry industry has been following a downward trend since the second half of 2022. Second and third-tier foundries, constrained by process technology limitations and high product overlap, face intense competition and lack bargaining power, reports TrendForce.
Top 10 foundries report nearly 20% QoQ revenue decline in 1Q23 June 12, 2023 TrendForce reports that the global top 10 foundries witnessed a significant 18.6% QoQ decline in revenue during the first quarter of 2023.
Total revenue for top 10 foundries slip 4.7% QoQ in 4Q22 March 13, 2023 According to TrendForce’s latest survey of the global foundry market, electronics brands began adjusting their inventories in 2Q22, but foundries were unable to rapidly adapt to this development because they reside in the more upper portion of the supply chain.
Foundries will see steeper revenue drop in 4Q22 December 08, 2022 As orders for consumer semiconductor components undergo larger downward corrections foundries will see a steeper revenue drop in 4Q22, says TrendForce.
Global top 10 foundries’ total revenue grew by 6% in 3Q22 December 08, 2022 According to TrendForce’s research, the total revenue of the global top 10 foundries rose by 6% QoQ to USD 35.21 billion for 3Q22 as the release of the new iPhone series during the second half of the year generated significant stock-up activities across Apple’s supply chain.
Added pressure on China – US restrictions now include memory October 10, 2022 The U.S. Department of Commerce announced new semiconductor restrictions on October 7 in the United States. In addition to existing restrictions on the logic IC sector, this new update extends to the memory category.
Is the semiconductor shortage over? September 27, 2022 Although there are still sporadic shortages of specific components, the curtain has officially fallen on a two-year wave of shortages in general, and brands have gradually suspended stocking in response to changes in market conditions.
2022 will see a focus on 12-inch capacity expansion June 23, 2022 TrendForce says that global wafer foundry capacity will increase by approximately 14% annually in 2022.
1Q22 foundry output value up 8.2% QoQ, says TrendForce June 21, 2022 TrendForce says that, although demand for consumer electronics remains weak, structural growth demand in the semiconductor industry including for servers, high-performance computing, automotive, and industrial equipment has not flagged, becoming a key driver for medium and long term foundry growth.
Localisation of chip manufacturing rising April 25, 2022 According to TrendForce, Taiwan is crucial to the global semiconductor supply chain, accounting for a 26% market share of semiconductor revenue in 2021, ranking second in the world. Its IC design and packaging & testing industries also account for a 27% and 20% global market share, ranking second and first in the world, respectively. Firmly in the pole position, Taiwan accounts for 64% of the foundry market.
Top 10 foundries post record 4Q21 performance March 14, 2022 The output value of the world’s top 10 foundries in 4Q21 reached USD 29.55 billion, or 8.3% growth QoQ, according to TrendForce’s research.
Foundry market expected to logg 20% growth in 2022 March 09, 2022 After dropping 2% in 2019, the foundry market logged a strong 21% rebound in 2020 as application processor and other telecomm device sales into 5G smartphones acted as strong drivers, reports IC Insights.
Foundry revenue rises by 12% QoQ for 3Q21, says TrendForce December 03, 2021 Although the demand for end products related to the stay-at-home economy slowed down as many countries saw rising vaccination rates and were partially lifting social distancing restrictions, the decline in foundry orders from this source was more than offset by the traditional peak season for smartphones, according to TrendForce’s latest investigations.
Foundry revenue with 6% QoQ growth thanks to persistent demand August 31, 2021 The panic buying of chips persisted in 2Q21 owing to factors such as post-pandemic demand, industry-wide shift to 5G telecom technology, geopolitical tensions, and chronic chip shortages, according to TrendForce’s latest investigations.
Foundry market dominated by TSMC - owns half April 26, 2018 Research shows that in 2017, the top eight major foundry leaders (i.e., sales of ≥$1.0 billion) held 88% of the USD 62.3 billion worldwide foundry market.
Taiwan maintains largest share of global IC wafer Fab capacity February 23, 2017 South Korea narrows gap with Taiwan; China shows biggest increase, accounts for nearly 11%.
Worldwide semiconductor foundry market grew 4.4% in 2015 April 13, 2016 Breaking a three-year double-digit-growth streak, the worldwide semiconductor foundry market grew 4.4 percent in 2015 to achieve USD 48.8 billion in revenue, according to final results by Gartner.