This weeks, Taiwan’s foundries and OSAT’s reported their August revenue. TSMC showing very strong year on year (YoY) growth due to it’s dominance of advanced technology for AI and smartphone applications.
TSMC Dominates with Advanced Technology
TSMC, the world’s largest contract chipmaker, reported August revenue of US$7.8 billion, a 33% YoY increase. This growth is attributed to the company’s dominance in advanced technology for artificial intelligence (AI) and smartphone applications. While the revenue dipped slightly (-2%) compared to the previous month’s record, TSMC’s year-to-date revenue is up 31% compared to the same period last year, driven by strong demand from AI and smartphone sectors.
Other Foundries and OSATs Show Modest Gains
Other foundries and OSATs reported smaller YoY gains. UMC, the second-largest foundry in Taiwan, announced August revenue of US$642 million, up 9% YoY but down 1% sequentially. Year-to-date revenue for UMC is up 3%.
VIS, a leading wafer-level packaging and testing company, reported August revenue of US$49.8 million, up 3.3% YoY and 2.1% sequentially due to increased shipments. Year-to-date revenue is up 10.9% YoY.
Foundry PSMC reported August revenue of US$123 million, up 3.8% sequentially and 13.7% YoY.
Leading OSAT ASE, which includes OSATs ASE & SPIL, reported August revenue of US$897 million for its ATM group. This represents a 6% sequential increase but a 0.6% YoY decrease. In New Taiwan Dollars (NT$), revenue was up 2.4% YoY.
