TrendForce集邦·2026-03-12 07:10Core Viewpoint - The advanced process technology in the semiconductor foundry industry continues to benefit from high demand for AI server GPUs and Google TPUs, leading to strong shipment performance in Q4 2025. The overall revenue of the top ten global foundries increased by 2.6% quarter-over-quarter, reaching approximately $4.63 billion [2]. Summary by Sections Industry Overview - In Q4 2025, the total revenue of the top ten foundries reached approximately $46.25 billion, marking a 2.6% increase from the previous quarter and a 26.3% year-over-year growth, setting a new record for the year [3][5]. Company Performance - TSMC: In Q4 2025, TSMC's revenue grew by 2% to $33.72 billion, maintaining a market share of 70.4%. The increase was driven by the launch of flagship mobile products like the iPhone 17, which boosted 3nm wafer shipments and average selling prices (ASP) [6]. - Samsung: Samsung Foundry's revenue in Q4 2025 reached nearly $3.40 billion, a 6.7% increase quarter-over-quarter, transitioning from a loss to profitability. Its market share rose from 6.8% to 7.1% due to the contribution from 2nm new products [7]. - SMIC: SMIC's revenue in Q4 2025 was approximately $2.49 billion, up 4.5% from the previous quarter, benefiting from increased wafer shipments and a slight rise in ASP [8]. - UMC: UMC reported a revenue of about $1.99 billion in Q4 2025, a 0.9% increase, with stable orders from major clients maintaining capacity utilization [9]. - GlobalFoundries: GlobalFoundries experienced an 8.4% revenue growth in Q4 2025, reaching $1.83 billion, driven by increased demand for data center components [11]. - HuaHong Group: HuaHong Group's revenue in Q4 2025 was approximately $1.22 billion, a slight increase of 0.1%, supported by MCU and PMIC demand [12]. - Tower: Tower's revenue grew by 11.1% to $440 million in Q4 2025, aided by strong growth in silicon photonics and silicon germanium applications [13]. - Vanguard: Vanguard's revenue decreased by 1.6% to $406 million in Q4 2025, impacted by reduced DDIC orders and client validation issues [14]. - Nexchip: Nexchip's revenue fell by 5.3% to $388 million in Q4 2025, as some products were postponed to Q1 2026 [15]. - PSMC: PSMC's revenue in Q4 2025 was approximately $370 million, a 2% increase, driven by strong demand for memory foundry services [16].