Group 1 - The global wafer foundry industry is expected to see a revenue increase of 8.1% quarter-on-quarter, reaching approximately $45.1 billion in Q3 2025, driven by demand for AI high-performance computing (HPC) and new consumer electronics chips [3] - Despite the positive outlook for Q3 2025, there are concerns about potential geopolitical disruptions affecting demand in 2026, leading to a more conservative supply chain outlook for mainstream terminal demand [3] - TSMC's market share increased to 71% in Q3 2025, supported by strong demand from Apple for iPhone and NVIDIA's Blackwell platform, with both wafer shipments and average selling prices rising [3] Group 2 - UMC's capacity utilization slightly improved in Q3 2025 due to demand for mature process ICs from smartphones and PCs, resulting in a market share of 4.2% [4] - GlobalFoundries experienced a slight decrease in market share to 3.6% despite a small increase in shipments, attributed to a one-time adjustment in average selling prices [4] - The "China for China" trend benefited Hefei Jinghe, which saw increased demand for DDIC, CIS, and PMIC, allowing it to surpass Tower Semiconductor in rankings [4]
全球TOP 10晶圆厂：中国大陆三家入选
半导体芯闻·2025-12-12 10:24