Core Insights - The global wafer foundry industry is expected to see a nearly 10% quarter-on-quarter revenue increase in Q4 2024, reaching a new high of $38.48 billion, driven by advanced processes benefiting from emerging applications like AI servers and new flagship smartphones [2]. Group 1: Industry Overview - The report from TrendForce indicates a polarized development in the global wafer foundry industry, with advanced processes experiencing growth due to demand from AI servers and new smartphone platforms, while mature processes face declining demand [2]. - The leading company in the industry is projected to achieve a revenue of $26.85 billion in Q4 2024, marking a 14.1% increase and maintaining a market share of 67% [2]. Group 2: Competitor Performance - Samsung, ranked second, is expected to see a revenue decline of 1.4% to $3.26 billion in Q4 2024, with a market share of 8.1% [3]. - The third-ranked company is projected to achieve a revenue of $2.2 billion, reflecting a quarter-on-quarter increase of 1.7% and a market share of 5.5% [3]. - Other companies in the top ten include GlobalFoundries, Hua Hong Group, Tower Semiconductor, Vanguard International Semiconductor, Hefei Microelectronics, and Powerchip Semiconductor Manufacturing [4].