Sou Hu Cai Jing·2025-06-09 15:55Core Viewpoint - The global wafer foundry market revenue is expected to decline by approximately 5.4% quarter-on-quarter to $36.4 billion in Q1 2025, influenced by international market conditions and preemptive inventory stocking by various manufacturers [1] Group 1: Market Overview - The overall wafer foundry market revenue for Q1 2025 is projected to be $36.4 billion, down from $38.5 billion in Q4 2024 [2] - TSMC remains the market leader with a revenue of $25.5 billion and a market share of 67.6%, despite a 5% decline from the previous quarter [2][4] - Samsung's foundry revenue decreased by 11.3% to $2.89 billion, resulting in a market share drop to 7.7% [4] - SMIC's revenue increased by 1.8% to $2.25 billion, with a market share rise to 6% [4] - UMC's revenue fell by 5.8% to $1.76 billion, maintaining a market share of 4.7% [4] - GlobalFoundries experienced a significant revenue drop of 13.9% to $1.58 billion, with a market share of 4.2% [4] Group 2: Company Performance - Huahong Group's revenue decreased by 3% to $1.01 billion, with a market share of 2.7% [5] - VIS saw a revenue increase of 1.7% to $363 million, achieving a market share of 1% [5] - Tower Semiconductor's revenue declined by 7.4% to $358 million, with a market share of 0.9% [5] - Nexchip's revenue grew by 2.6% to $353 million, maintaining a market share of 0.9% [5] - PSMC's revenue decreased by 1.8% to $327 million, with a market share of 0.9% [5] Group 3: Future Outlook - The second quarter is expected to see a slowdown in momentum as the preemptive inventory stocking due to tariffs concludes, but the continuation of China's trade-in subsidy policy and upcoming smartphone launches are anticipated to drive demand [5]