➀ This article lists the top ten foundries based on a report by TrendForce.
➁ The list highlights the leading companies in the semiconductor industry.
➂ It is part of a series that focuses on the top performers in various technology sectors.
➀ This article lists the top ten foundries based on a report by TrendForce.
➁ The list highlights the leading companies in the semiconductor industry.
➂ It is part of a series that focuses on the top performers in various technology sectors.
➀ The Foundry 2.0 market is projected to reach $298 billion in 2025, with a year-over-year growth of 11%;
➁ TSMC is expected to expand its market share to 37% in 2025, driven by robust orders for AI accelerators;
➂ The non-memory IDM sector is expected to grow modestly at 2% in 2025, despite Intel's aggressive promotion of its process technologies.
➀ TSMC's revenue in February reached US$7.9 billion, marking an 11% decrease from January but a 43% increase year-over-year.
➁ UMC's February revenue was US$552 million, reflecting an unknown change from the previous month.
➂ The first two months of 2025 saw a 39% increase in revenue for TSMC compared to the same period in 2024.
➀ Cadence has officially joined the Intel Foundry Accelerator Design Services Alliance;
➁ This collaboration aims to drive innovation and support advanced chip design;
➂ The alliance aims to solidify Intel Foundry's leadership in cutting-edge semiconductor solutions.
➀ InPsytech, a provider of high-performance semiconductor IP solutions, joins the Intel Foundry Accelerator IP Alliance;
➁ The collaboration aims to enhance HPC, AI, and automotive applications;
➂ InPsytech's advanced IP offerings will be integrated into the Intel Foundry ecosystem.
➀ TSMC and Intel are reportedly still working on a potential joint venture to run Intel's manufacturing capacity;
➁ The joint venture would involve leading American fabless chip designers such as AMD, Broadcom, Nvidia, and Qualcomm;
➂ The initiative is in response to a request from President Trump's administration to strengthen Intel and ensure continued American control.
➀ TSMC is in talks with Intel, Nvidia, Broadcom, Qualcomm, and AMD about a joint venture to acquire Intel Foundry;
➁ TSMC plans to take a stake of no more than 50% in Intel Foundry to maintain US ownership, as required by the White House;
➂ The deal requires approval from the White House.
➀ Advanced foundry process nodes saw a 10% q-o-q growth in Q4, driven by demand from AI servers, smartphone processors, and PCs, leading to $38.48 billion in revenues for the top ten foundries.
➁ TSMC led with $26.85 billion in revenue and a 67% market share, followed by Samsung Foundry with a 1.4% QoQ decline to $3.26 billion and 8.1% market share.
➂ SMIC's revenue increased 1.7% QoQ to $2.2 billion, securing 5.5% market share and third place.
➀ TrendForce's research indicates a polarized trend in the global foundry industry in 4Q24;
➁ Advanced process nodes are benefiting from strong demand in AI servers, flagship smartphone application processors, and new PC platforms;
➂ This demand has helped to counterbalance the slowdown in mature process demand, leading to a new revenue record for the top 10 foundries;
➃ TSMC leads in advanced process nodes.
➀ SkyWater Technology has entered into an agreement with Infineon Technologies AG to purchase Infineon's 200 mm fab in Austin, Texas, known as Fab 25.
➁ The acquisition includes a corresponding long-term supply agreement.
➂ SkyWater plans to operate the fab as a foundry to expand U.S. foundry capacity for foundational chips.
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➀ SkyWater, a pure-play foundry based in Minnesota, is set to acquire Infineon's 200mm fabrication facility in Austin, Texas;
➁ The acquisition aims to strengthen SkyWater's market diversity, focusing on automotive and industrial demand;
➂ SkyWater has also entered into a long-term supply agreement with Infineon, ensuring a steady revenue stream for the site;
➃ The fab will operate with 130-65nm processes for ICs used in industrial, automotive, and defense applications;
➄ Additional capabilities such as expanded copper processing and high-voltage BCD technology will be added;
➅ All current 1,000 manufacturing jobs at the fab will transfer to SkyWater.
➀ Applications for the third cohort of ChipStart UK, a government-funded early-stage semiconductor incubator, are now open.
➁ Eligible startups include those developing semiconductor technologies and are incorporated in the UK with less than $1.5 million in private VC or Angel funding.
➂ The incubation programme, focused on investor readiness, is funded by the DSIT UK Government department and is free for participants.
➀ A summary table of the full-year 2024 performance is provided, including revenue, year-over-year growth, and relevant notes for each company.
➁ TSMC, the world's leading foundry, has reported exceptional growth, though specific Q4 figures are not detailed.
➀ Intel has adopted a 'get real' approach to its product roadmap, scrapping Falcon Shores and slowing down the introduction of 18A.
➁ Analyst Stacy Rasgon believes Intel's AI accelerator story is 'dead'.
➂ Intel is considering moving more products to foundry, which may reduce margins.