July 02, 2012, anysilicon
Foundry business is doing good, the semiconductor market is growing and there is a continues need for silicon component supply.
While we are aware of TSMC’s market leadership, and we follow foundry ranking data every year, there is no yet an overview of the last 10 years history. What actually happened in the last decade?
Well, I have been doing an intensive research, collecting market data, drinking a lot of coffee and struggling with Excel. And the output is shown in the following two charts. The charts describe the revenues per foundry and not absolute market position. This will help us see the actual sales revenues among the top 10 foundries because the gap is extremely important for this research.
Personally, my mind was totally blown away.
One can imagine from the below diagram that TSMC really needs its own scale. It seems that TSMC has captured so much market share while both UMC and GLOBALFOUNDRIES are trying the break the 4M$ barrier. And rest of the top 10 foundries are just well below 2M$.
Zooming in into the 4M$ market, we can see GLOBALFOUNDRIES is doing significant efforts to close the gap to UMC. The EMEA region has two players from top 10: TowerJazz (Israel) and XFAB (Germany). It’s very positive to see that 2 EMEA fabs are taking part in the top 10 semiconductor list.
If you had any doubts about TSMC leadership, they’re probably gone now. TSMC will continue to grow and dominate the market. Long live TSMC.