Samsung’s foundry division is going through a tough day as it is struggling with a low yield rate of its 3nm and 2nm processes.
A report from TrendForce revealed that Samsung’s share met a notable fall of 8.1% from 9.1%, whereas TSMC’s market share rose to almost 67.1% in Q4 2024, which is up 2.4% as compared to Q3 2024. Following these two brands, China’s SMIC secured the title of third-largest foundry and held a 5.5% market share.
On calculating this matrix, it appears that the gap between the Samsung and TSMC companies is 59 percentage points (from 55.6 percentage points in Q3 2024). The overall growth among the top 10 foundry firms saw a combined revenue increase of 9.9% in Q4 2024, reaching $38.48 billion.
Among all of these companies, TSMC achieved significant growth, with a 14.1% revenue increase, reaching $26.85 billion in Q4, although Samsung’s foundry revenue fell by 1.4% to $3.26 billion.
Reportedly, TSMC’s growth includes massive demand for AI servers, high-end smartphone APs, and new PC platforms, which contributed to higher wafer shipments. Noticeably, the reason behind Samsung’s revenue fall is minimum orders from major clients despite gains from new advanced semiconductor clients
