The world's largest foundry (semiconductor contract manufacturing) corporation, Taiwan's TSMC, is projected to increase its foundry market share to 66% next year, maintaining market dominance.
On the 13th, Taiwanese media such as the Liberty Times and Economic Daily News reported, citing the previous day's announcement from market research firm IDC, that TSMC's traditional foundry sector market share would continue to grow, thereby maintaining its 'dominance.'
IDC noted in the previously disclosed 'Global Semiconductor Supply Chain Tracking Information' that TSMC's traditional foundry 1.0 market share reached 59% last year, is expanding to 64% this year, and is expected to rise to 66% by 2025, significantly outpacing competitors in the same industry, such as Samsung Electronics, China’s Semiconductor Manufacturing International Corporation (SMIC), and Taiwan's UMC.
Additionally, it was reported that TSMC's market share in the foundry 2.0 sector, which includes foundry, integrated device manufacturing (IDM) production, packaging and testing, and photomask manufacturing, was 28% last year. Furthermore, due to a significant increase in demand for advanced nodes based on artificial intelligence (AI), TSMC's foundry 2.0 market share is expected to show strong growth this year and next year.
Meanwhile, with the launch of the 6th generation high-bandwidth memory HBM4 in the second half of next year, the growth rate of the memory sector is expected to reach 24%, while the growth rate of non-memory semiconductors is projected to increase by about 13% due to rising demand for advanced process AI servers, semiconductor chips for high-performance mobile phones, and the recovery of the semiconductor chip market for consumer electronics in mature processes.