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

Thank CTOnews.com netizens "see" for the clue delivery! CTOnews.com September 5 news, TrendForce Jibang Consulting today announced that the world's top 10 wafer foundries in the second quarter of 2023 had revenues of US $26.2 billion (CTOnews.com Note: currently about RMB 190.474 billion), a decrease of about 1.1% compared with the previous month, with TSMC continuing to rank first with a market share of 56.4%.

▲ Picture Source TrendForce Group Consulting revenue top five manufacturers:

TSMC's second-quarter revenue was about $15.666 billion (currently about 113.892 billion yuan), a month-on-month decrease of 6.4% and a market share of 56.4%.

Samsung's second-quarter revenue was about $3.234 billion (currently about 23.511 billion yuan), up 17.3% from a month earlier, with a market share of 11.7%.

GE Core's second-quarter revenue was about $1.845 billion (currently about 13.413 billion yuan), an increase of 0.2% month-on-month and a market share of 6.7%.

UMC's second-quarter revenue was about $1.833 billion (currently about 13.326 billion yuan), up 2.8% from a month earlier, with a market share of 6.6%.

SMIC's second-quarter revenue was about $1.56 billion (currently about 11.341 billion yuan), up 6.7 per cent from a month earlier and a market share of 5.6 per cent.

TrendForce said that the biggest change in ranking 6 to 10 in the second quarter was that Crystal Integration returned to 10th place, while the rest of the rankings remained unchanged. Revenue in the second quarter of Huahong, High Tower Semiconductor and LSMC is roughly the same or slightly lower than that of the previous quarter, and revenue trend in the third quarter is expected to be the same as that in the second quarter.

Looking forward to the third quarter, TrendForce said that demand in the second half of the peak season is weaker than in previous years, but high-priced main chips such as AP, modem and surrounding IC orders in the third quarter are expected to support the capacity utilization performance of Apple's supply chain partners, coupled with the order effect of a small number of HPC AI chips to promote high-priced process orders. TrendForce Jibang Consulting expects that in the third quarter, the output value of the top ten wafers in the world is expected to rebound from the trough, followed by slow growth.

Referenc

TrendForce Group Consulting: revenue of the top 10 wafer generation industrialists fell 1.1% in the second quarter from the previous quarter, and is expected to stop falling and pick up in the third quarter.

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