Taiwan Semiconductor Manufacturing Company (TSMC) continues dominating the global chip foundry industry, holding a 62% revenue share in 2024, with a staggering 92% control over advanced AI chip production. The entire foundry market generated $131.7 billion last year, with Taiwanese chipmakers collectively accounting for 70% of total revenue. Here are the top six foundries by revenue share:
1. TSMC (Taiwan) – 62%
2. Samsung (S. Korea) – 10%
3. United Microelectronics Corporation (Taiwan) – 6%
4. GlobalFoundries (US) – 6%
5. Semiconductor Manufacturing International Corporation (China) – 5%
6. Hua Hong Semiconductor (China) – 2%
Smaller foundries collectively account for the remaining 9%.
My Take
In 2024, total semiconductor sales reached $626 billion, with $131.7 billion from foundries and the remaining $494.3 billion coming from IDMs, fabless companies, memory ($165.1B), and logic chips ($212.6B), with major contributors including Intel ($53B, IDM), NVIDIA ($126B, fabless), and Broadcom ($52B, fabless). TSMC’s dominance underscores the global chip supply chain remains highly concentrated. Companies and governments consider supply chain diversification a strategic priority and are working on mitigating the risks of over-reliance on a single region.
#Semiconductors #TSMC #AIChips #ChipShortage #TechIndustry #Manufacturing #Geopolitics #AI
Link to article:
https://qz.com/top-chip-producers-revenue-share-fab-tsmc-samsung-1851758309
Credit: Quartz
This post reflects my own thoughts and analysis, whether informed by media reports, personal insights, or professional experience. While enhanced with AI assistance, it has been thoroughly reviewed and edited to ensure clarity and relevance.