国芯网·2025-03-27 04:39Core Viewpoint - The article highlights the competitive landscape of the global semiconductor foundry market, emphasizing the growing gap between TSMC and Samsung, as well as the rapid rise of SMIC in the rankings [1][2]. Group 1: Market Share Dynamics - TSMC holds a dominant position with a market share of 67.1%, increasing by 2.4 percentage points from the previous quarter [1]. - Samsung's market share has declined to 8.1%, down from 11.5% in Q2 and 9.1% in Q3 of the previous year, marking a significant drop into single digits [1]. - The gap between TSMC and Samsung has widened from 55.6 percentage points to 59 percentage points, while the gap between Samsung and SMIC has narrowed from 3.1 percentage points to 2.6 percentage points [1]. Group 2: Revenue Trends - The top 10 foundries experienced a 9.9% quarter-over-quarter revenue growth, primarily driven by TSMC's performance, which saw a 14.1% increase [2]. - In contrast, Samsung's revenue decreased by 1.4%, and UMC's revenue fell by 0.3%, indicating a decline in their performance [2]. - SMIC's revenue grew by 34% year-over-year in Q3, despite facing challenges from U.S. export restrictions, benefiting from increased production of older semiconductor technologies [2]. Group 3: Industry Trends - The foundry industry is showing signs of polarization, with demand for mature processes slowing down, while advanced processes driven by AI servers and smartphone applications are boosting high-value wafer shipments [2]. - SMIC has expanded its capacity for advanced 12-inch wafers and increased its average selling prices, marking a significant shift in its operational focus [2].