半导体行业观察·2025-10-11 01:27Core Insights - TSMC continues to dominate the global foundry market with a market share of 71% in Q2 2023, up from 68% in Q1 2023 and 65% year-over-year [1][3] - The overall foundry market sales increased by 33% year-over-year, driven by AI demand and subsidies in China, with TSMC capturing most of this growth [3] - Intel has announced the mass production of 1.8nm chips, marking a significant advancement in the competitive landscape of advanced chip manufacturing [5][6] Market Share and Competition - TSMC holds a commanding lead in the pure foundry market, with Samsung Electronics in second place at 8%, having lost 1 percentage point from the previous quarter and 2 percentage points year-over-year [3][4] - SMIC ranks third with a 5% market share, also down by 1 percentage point, while UMC and GlobalFoundries follow with 5% and 4% respectively [4] - The foundry market is expected to continue growing, with advanced process utilization and overall wafer shipments projected to rise [4][7] Technological Advancements - TSMC's growth is attributed to the ramp-up of 3nm production and high utilization rates of 4nm and 5nm processes to meet AI GPU demand [3] - Intel's new Panther Lake CPU architecture, based on the 18A process node, is set to be produced in Arizona, indicating a shift in the competitive dynamics of chip manufacturing [5][6] - The industry is witnessing a focus on advanced packaging technologies like CoWoS, which enhance chip performance and efficiency [3][8] Market Trends and Future Outlook - The global foundry market is projected to grow from $125.56 billion in 2023 to $171.7 billion by 2032, with a CAGR of 3.99%, driven by demand in automotive, aerospace, and industrial sectors [8][10] - Governments are playing a significant role in reshaping the foundry landscape through subsidies aimed at localizing semiconductor manufacturing [9][10] - The integration of automation and digitalization in foundry processes is expected to improve yield and energy efficiency, positioning companies that invest in these areas for future growth [10]