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TSMC headquarters. (Photo = TSMC) |
[Alpha Biz= Paul Lee] Taiwan’s TSMC strengthened its dominance in the global semiconductor foundry market last year, capturing nearly 70% market share, while Samsung Electronics saw both revenue and market share decline, widening the gap between the two companies.
According to market research firm TrendForce on March 12, the combined annual revenue of the world’s top 10 foundry companies reached $169.5 billion in 2024, up 26.3% year-on-year and marking a record high for the industry.
TSMC, the world’s largest foundry, posted $122.54 billion in revenue, securing a 69.9% market share. The company’s strong performance was driven by surging demand for advanced chips used in AI servers, including GPUs and Google’s Tensor Processing Units (TPUs). Its revenue grew 36.1% from a year earlier, the fastest growth among leading foundries.
In contrast, Samsung Electronics, the second-largest player, recorded $12.63 billion in revenue and a 7.2% market share. Its revenue declined 3.9% year-on-year, while market share fell 2.2 percentage points.
As a result, the market share gap between TSMC and Samsung widened significantly—from 55 percentage points in 2024 to 62.7 percentage points last year, according to the report.
However, Samsung showed some positive signs in the fourth quarter, with revenue rising 6.7% quarter-on-quarter and market share increasing 0.3 percentage points.
TrendForce said Samsung’s performance was supported by shipments of new 2-nanometer chips and production of logic dies for next-generation HBM4 (sixth-generation high-bandwidth memory).
Meanwhile, China’s largest foundry, SMIC, maintained its third-place position with $9.33 billion in revenue, up 16.2% from a year earlier, though its market share edged down 0.38 percentage points to 5.32%.
알파경제 Paul Lee 특파원(hoondork1977@alphabiz.co.kr)
