China's largest chipmaker SMIC has risen to become the third-largest chip foundry globally with a 6% market share in Q1, surpassing GlobalFoundries. TSMC maintains the lead with a 62% share, followed by Samsung at 13%. TSMC forecasts a 10% annual sales growth in the semiconductor industry, excluding memory chips, and anticipates the dedicated foundry industry to grow 15-20% to $150B in 2024. The overall semiconductor and foundry market is projected to reach $1.0T by 2030.
#China's biggest #semiconductor maker #SMIC rose over 5% at one time in HK, as Counterpoint Research data showed that SMIC for the first time, surpassed GlobalFoundries and UMC in revenue, becoming the third-largest chip foundry in the world, trailing only TSMC and Samsung. https://t.co/WHU4mGTHY6
ASML is rumored to have rented office space in Kaohsiung, Taiwan to support TSMC, which will begin installing equipment at a 2nm fab there by end-2024, and start ramping up to mass production in 2025, media report. ASML operates at 4 locations in Taiwan, including engineering…
SMIC is now the world’s third-largest chip foundry, thanks to Huawei - Gizmochina https://t.co/pObWa4fgbv #SMIC #Huawei https://t.co/H6kmDSelKx
Counterpoint research confirm that SMIC became 3rd largest foundry after TSMC & Samsung in Q1 Jumped ahead of UMC & Glofo Glofo saw huge rev drop in Q1 Longer term, I think SMIC should surpass Samsung once its advanced node capacity ramps up https://t.co/rVpvuu29aT
China's SMIC overtook GlobalFoundries and ranked as the world's third-largest chip foundry with a 6% market share in the first quarter for the first time, according to Counterpoint Research. It ranked behind TSMC with a 62% share and Samsung with a 13% share. https://t.co/qEELMrq4uD
China's SMIC took over GlobalFoundries and ranked as the world's third-largest chip foundry with a 6% market share in the first quarter for the first time, according to Counterpoint Research. It ranked behind TSMC with a 62% share and Samsung with a 13% share. https://t.co/aGLyIhR6jr
TSMC is well on track to enter 2nm volume production in the 2nd half-2025, and then launch A16 in 2026, media report, citing TSMC Senior VP Kevin Zhang, who added that TSMC can’t keep up with 3nm demand despite its all-out effort to triple production capacity versus last year. He…
TSMC Senior VP Cliff Hou said demand for AI accelerators will surge 250% this year, leading global chip market growth to 10% in 2024 and the chip foundry sector, 15%-20%, a slight upgrade to prior views for 10% and a mid-to-high teen percent, media report, adding PC and…
China’s SMIC rises to third spot in global chip foundry sales rankings https://t.co/QQWFddtJxN
China’s largest chipmaker SMIC is now the No. 3 foundry in the world, Counterpoint says - CNBC https://t.co/aYWMKesklK
$TSM Says its sees 2024 dedicated foundry industry growing 15-20% to $150B; Sees >10% semiconductor industry growth in 2024 to $650B, excl memory chips - Exec comments at HQ event- Overall sees semiconductor and foundry market on trajectory to reach $1.0T by 2030
$TSM $TSM Says its sees 2024 dedicated foundry industry growing 15-20% to $150B; Sees >10% semiconductor industry growth in 2024 to $650B, excl memory chips - Exec comments at HQ event- Overall sees semiconductor and foundry market on trajectory to reach $1.0T by 2030
TSMC REITERATES ITS FORECAST OF 10% ANNUAL SALES GROWTH IN SEMICONDUCTOR INDUSTRY $TSM, a key supplier to $AAPL and $NVDA, forecasts annual revenue growth of 10% in the global semiconductor industry, excluding memory chips. "This is a new golden age of opportunity with AI,"…
Global foundry revenue rose 12% YoY in Q1 2024, but dropped 5% QoQ; TSMC's market share rose 1% YoY to 62%, Samsung rose 2% YoY to 13%, and SMIC rose 1% to 6% (Counterpoint Research) https://t.co/i6FGfCMjxR 📫 Subscribe: https://t.co/OyWeKSRpIM https://t.co/uBzKy4ggMg
China's largest chipmaker SMIC is now the No. 3 foundry in the world, Counterpoint says https://t.co/42tb7XCthw