全球晶圆代工TOP10，最新出炉！

Core Insights - The global wafer foundry industry is expected to see a revenue decline of approximately 5.4% in Q1 2025, totaling $36.4 billion, influenced by international market conditions and seasonal factors [2][3] - The second quarter is anticipated to show revenue growth for the top ten foundries, driven by China's old-for-new subsidy policy, pre-launch inventory for new smartphone models, and stable demand for AI HPC [2] Company Performance - TSMC remains the market leader with a revenue of $25.5 billion in Q1 2025, a decrease of 5% quarter-over-quarter, holding a market share of 67.6% [3][4] - Samsung's foundry revenue fell by 11.3% to $2.89 billion, with a market share of 7.7%, primarily due to weak mobile chip demand and ongoing inventory adjustments [5] - SMIC reported a revenue increase of 1.8% to $2.25 billion, benefiting from customer pre-orders and domestic consumption subsidies, ranking third in the industry [6] - UMC's revenue decreased by 5.8% to $1.76 billion, maintaining its fourth position, with stable wafer shipments offsetting seasonal impacts [6] - GlobalFoundries experienced a revenue decline of 13.9% to $1.58 billion, while HuaHong Group ranked sixth with stable performance [7] - Vanguard's revenue increased by 1.7% to $363 million, moving up to seventh place, while Tower's revenue decreased by 7.4% to $358 million [7] - Nexchip's revenue grew by 2.6% to $353 million, ranking ninth, while PSMC's revenue slightly decreased by 1.8% to $327 million, placing it tenth [8] Market Trends - TSMC's advanced process technologies, particularly in AI and HPC, are driving revenue growth, with 3nm, 5nm, and 7nm processes contributing 73% of wafer sales [4] - AI chip demand is projected to be a significant growth driver for TSMC, with a forecasted 100% increase in AI accelerator chip sales in 2025 [4] - SMIC anticipates a revenue decline of 4% to 6% in Q2 2025, indicating a challenging market environment ahead [6]