台积电市占，首超70%

Core 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 pure foundry market sales increased by 33% year-over-year, driven by AI demand and subsidies from 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's market share 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] - Samsung Electronics holds the second position with an 8% market share, but has seen a decline of 1 percentage point from Q1 2023 and 2 percentage points year-over-year [3] - SMIC ranks third with a 5% market share, also down by 1 percentage point from the previous quarter, benefiting from Chinese government subsidies [3][4] Future Projections - The foundry market is expected to continue growing, with advanced process utilization and overall wafer shipments projected to rise in the second half of 2025 [4][7] - Credence Research forecasts the global foundry industry will grow from $125.56 billion in 2023 to $171.7 billion by 2032, with a CAGR of 3.99% [8][10] Technological Advancements - Intel's new Panther Lake CPU architecture, based on the 18A process node, is set to be produced in Arizona and will be branded under the Intel Core Ultra series [5] - The industry is witnessing a shift towards advanced packaging technologies, such as CoWoS, to enhance chip design efficiency and performance [8][10] Government Influence - Governments in the US, China, and EU are providing substantial subsidies to promote local semiconductor manufacturing and reduce reliance on overseas foundries [9][10] - The European Chips Act aims to strengthen semiconductor projects in Germany, France, and Italy, particularly in automotive and industrial IoT applications [9][10]