Shulou(Shulou.com)11/24 Report--

Thanks to CTOnews.com netizens Xiao Zhan cut, West window old clues delivery! CTOnews.com June 12 news, TrendForce released a research report pointing out that due to the continued weak end demand and off-season effects, the revenue of the world's top 10 wafer foundry industrialists fell 18.6% in the first quarter to about $27.3 billion (CTOnews.com Note: currently about 194.649 billion yuan). Among them, TSMC ranked first with a market share of 60.1%. The biggest change in this ranking was Gro Fonder, surpassing United Power to win the third place, and Gao Ta Semiconductor Transcendental Power and the world's advanced, ranking seventh.

TrendForce pointed out that the capacity utilization and shipments of the top 10 foundry foundry fell in the first quarter. TSMC had revenue of US $16.74 billion in the first quarter, down 16.2% from the previous quarter. Due to weak demand for mainstream applications such as laptops and smartphones, 7/6nm and 5/4nm capacity utilization fell significantly, with revenue down more than 20% and 17% respectively. The second quarter is expected to briefly benefit from urgent demand, but capacity utilization remains low, revenue is expected to decline in the second quarter, and the quarterly decline is more moderate than in the first quarter.

Samsung's eight-inch and 12-inch capacity utilization declined, with first-quarter revenue of only $3.45 billion, down 36.1% from a month earlier, making it the industry with the highest decline in the first quarter. Some new 3nm products will officially contribute to revenue in the second quarter, and the quarterly decline is expected to slow. The revenue of GE Core in the first quarter was 1.84 billion US dollars, a decrease of 12.4% compared with the previous quarter. Since the market situation reversed in the second half of last year, it has received support from relevant orders such as automotive, defense, industrial control and government in the United States, making the operation of GE Core stable. In the first quarter of this year, revenue officially surpassed that of UMC and won third place. In the second quarter, orders for industrial control IoT, aerospace defense and vehicle use are still stable, which will support the performance of capacity utilization of Grid Core. Revenue is expected to be roughly flat in the first quarter.

TrendForce Group Consulting expects the output of the top ten wafer generation industrialists to continue to decline in the second quarter, and the quarterly decline will be more moderate than in the first quarter. Although to meet the demand of the peak season in the second half of the year, the supply chain should probably start stocking in the second quarter, but after the market situation has reversed, the inventory in the supply chain accumulates and the current de-stocking is slow, and most customers are still cautious, so that the wafer foundry production cycle in the second quarter is more moderate than before, with only sporadic emergency orders such as TV SoC, WiFi6/6E, TDDI, etc., the growth of overall capacity utilization is limited.

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