Latest news with #TrendForce
Time of India
5 days ago
- Business
- Time of India
TSMC market share rises to 68% in Q1, extending global foundry lead
Taiwan Semiconductor Manufacturing Co (TSMC) has further solidified its dominance in the global pure-play wafer foundry market, growing its market share to 67.6% in the first quarter of this year, according to a report by Taipei-based research firm TrendForce Corp, reported by Focus Taiwan. Although TSMC's revenue declined by 5% quarter-on-quarter to $25.52 billion due to seasonal slowdowns, the company's market share still edged up from 67.1% in the previous quarter. TrendForce attributed this performance to continued strong demand for artificial intelligence (AI) and high-performance computing (HPC) applications, as well as accelerated client orders seeking to mitigate risks from ongoing U.S. tariff policies. TSMC's closest competitor, South Korea's Samsung Electronics, saw its market share fall to 7.7%, down from 8.1% in the prior quarter. Samsung's foundry sales dropped by 11.3% to $2.89 billion over the same period. Play Video Pause Skip Backward Skip Forward Unmute Current Time 0:00 / Duration 0:00 Loaded : 0% 0:00 Stream Type LIVE Seek to live, currently behind live LIVE Remaining Time - 0:00 1x Playback Rate Chapters Chapters Descriptions descriptions off , selected Captions captions settings , opens captions settings dialog captions off , selected Audio Track Picture-in-Picture Fullscreen This is a modal window. Beginning of dialog window. Escape will cancel and close the window. Text Color White Black Red Green Blue Yellow Magenta Cyan Opacity Opaque Semi-Transparent Text Background Color Black White Red Green Blue Yellow Magenta Cyan Opacity Opaque Semi-Transparent Transparent Caption Area Background Color Black White Red Green Blue Yellow Magenta Cyan Opacity Transparent Semi-Transparent Opaque Font Size 50% 75% 100% 125% 150% 175% 200% 300% 400% Text Edge Style None Raised Depressed Uniform Drop shadow Font Family Proportional Sans-Serif Monospace Sans-Serif Proportional Serif Monospace Serif Casual Script Small Caps Reset restore all settings to the default values Done Close Modal Dialog End of dialog window. by Taboola by Taboola Sponsored Links Sponsored Links Promoted Links Promoted Links You May Like Elegant New Scooters For Seniors In 2024: The Prices May Surprise You Mobility Scooter | Search Ads Learn More Undo China's Semiconductor Manufacturing International Corp. (SMIC) maintained its third-place ranking with a 6.0% market share, ahead of Taiwan's United Microelectronics Corp (UMC) at 4.7%, and US-based GlobalFoundries at 4.2%. Rounding out the top 10 were China's Huahong Group (2.7%), Taiwan's Vanguard International Semiconductor Corp. (1.0%), Israel's Tower Semiconductor (0.9%, or $35.8 billion), China's NexChip (0.9 per cent, or $35.3 billion), and Taiwan's Powerchip Semiconductor Manufacturing Corp. (0.9%, or 32.7 billion). Live Events TrendForce noted that the top 10 foundries accounted for a combined USD 36.40 billion in sales during the first quarter, representing about 97% of the global total--an increase from 96 per cent in the previous quarter--despite an overall 5.4% drop in revenue across the group. Discover the stories of your interest Blockchain 5 Stories Cyber-safety 7 Stories Fintech 9 Stories E-comm 9 Stories ML 8 Stories Edtech 6 Stories
Mint
5 days ago
- Business
- Mint
TSMC market share rises to 67.6% in Q1, extending global foundry lead
ANI Published 15 Jun 2025, 08:48 AM IST New Delhi [India], : Taiwan Semiconductor Manufacturing Co. has further solidified its dominance in the global pure-play wafer foundry market, growing its market share to 67.6 per cent in the first quarter of this year, according to a report by Taipei-based research firm TrendForce Corp, reported by Focus Taiwan. Although TSMC's revenue declined by 5 per cent quarter-on-quarter to USD 25.52 billion due to seasonal slowdowns, the company's market share still edged up from 67.1 per cent in the previous quarter. TrendForce attributed this performance to continued strong demand for artificial intelligence and high-performance computing applications, as well as accelerated client orders seeking to mitigate risks from ongoing U.S. tariff policies. TSMC's closest competitor, South Korea's Samsung Electronics, saw its market share fall to 7.7 per cent, down from 8.1 per cent in the prior quarter. Samsung's foundry sales dropped by 11.3 per cent to USD 2.89 billion over the same period. China's Semiconductor Manufacturing International Corp. maintained its third-place ranking with a 6.0 per cent market share, ahead of Taiwan's United Microelectronics Corp. at 4.7 per cent, and U.S.-based GlobalFoundries at 4.2 per cent. Rounding out the top 10 were China's Huahong Group , Taiwan's Vanguard International Semiconductor Corp. , Israel's Tower Semiconductor , China's NexChip , and Taiwan's Powerchip Semiconductor Manufacturing Corp. . TrendForce noted that the top 10 foundries accounted for a combined USD 36.40 billion in sales during the first quarter, representing about 97 per cent of the global total an increase from 96 per cent in the previous quarter despite an overall 5.4 per cent drop in revenue across the group. This article was generated from an automated news agency feed without modifications to text.
Korea Herald
11-06-2025
- Business
- Korea Herald
SK hynix CEO warns of looming tariff volatility despite AI chip boom
SK hynix Chief Executive Officer Kwak Noh-jung raised concerns over rising tariff-related risks in the second half of the year, while the company celebrates its record-breaking sales, according to industry sources Wednesday. Speaking at an internal town hall meeting with employees on Tuesday, Kwak said the company's operations are going as planned and called for continued collective efforts to achieve goals. 'It is difficult to predict for next year, but for now, we are moving in line with our plan. Let's work together to achieve our targets," Kwak said during the meeting held at the company headquarters in Icheon, Gyeonggi Province. 'Volatility is expected to increase in the second half of the year due to tariff impacts and growing uncertainty,' the CEO noted, acknowledging the possibility of renewed tariffs from the US under the second Donald Trump administration. The US is ramping up its "reciprocal" tariff strategy and has identified semiconductors as a potential target. As the US accounted for over 70 percent of SK hynix's first-quarter sales, the company could face significant headwinds from such a policy shift. During the January-March period, SK hynix overtook its larger rival Samsung Electronics to secure the top spot in the global DRAM market, backed by its dominance in high bandwidth memory — a key component supporting artificial intelligence processors. According to market tracker TrendForce, SK hynix secured a 36 percent market share with $9.71 billion in revenue in the first quarter, compared to Samsung's $9.1 billion and 33.7 percent share. SK hynix was the first in the industry to mass produce fifth-generation eight-layer HBM3E and 12-layer chips, which are now being supplied to Nvidia, the world's largest graphics processing unit-maker, based in the US. SK hynix has said all its HBM stock for this year has already sold out. The memory chip-maker was also the first to deliver samples of the sixth-generation 12-layer HBM4 chips to major clients including Nvidia, and has begun the validation process. Full-scale mass production of the high-value product is scheduled for the second half of 2024. Lee Sang-rak, executive vice president of global sales and marketing at SK hynix, said the market conditions in the first half of this year were 'very favorable,' and that, the outlook for the second half 'is not pessimistic.' During the meeting, Kwak also addressed internal concerns regarding the company's bonus system. 'There has been criticism that the rules are unclear in how bonuses are given. We will take this opportunity to gather opinions from all levels and create a better system,' Kwak said. On the supply chain front, SK hynix executives reiterated the company's commitment to supply chain diversification. Recently, the company faced tensions with longtime partner Hanmi Semiconductor after introducing Hanwha Semitech as an alternative supplier of the thermal compression bonders used in HBM production. SK hynix has been holding town hall meetings quarterly for the CEO to engage with employees and address key business developments. This week's session was livestreamed to all domestic SK hynix sites.
Business Mayor
26-05-2025
- Business
- Business Mayor
AI Demand Fuels Enterprise SSD Growth; 3Q25 NAND Flash Prices Likely to Rise Further
TrendForce's latest investigations reveal that continued AI investments by major North American CSPs are expected to drive a significant increase in enterprise SSD demand in the third quarter of 2025. The enterprise SSD market is likely to shift toward undersupply with finished product inventory levels remaining low, supporting a potential price increase of up to 10% QoQ. TrendForce notes that earlier this year, suppliers adopted a conservative production strategy as they gradually brought the NAND Flash market back into supply-demand balance. However, the introduction of new U.S. reciprocal tariff policies in early April disrupted the market's momentum in Q2 and introduced volatility into price trends. Although some PC manufacturers accelerated shipments in Q2, it failed to substantially boost overall demand for NAND Flash products. Meanwhile, persistent weakness in the retail market has prompted suppliers to tighten capacity controls even further. Nonetheless, demand for storage has recently picked up. This surge is partly driven by the shipment of high-end AI servers such as NVIDIA's GB200, and partly by increased HDD orders since early this year—signaling a broader trend of enterprise infrastructure expansion. Both SSDs and HDDs are expected to benefit from rising enterprise capital expenditures with steady server deployments by CSPs, ushering in a new wave of order growth. For more information on reports and market data from TrendForce's Department of Semiconductor Research, please click here, or email the Sales Department at SR_MI@ For additional insights from TrendForce analysts on the latest tech industry news, trends, and forecasts, please visit READ SOURCE
South China Morning Post
12-05-2025
- Business
- South China Morning Post
China's humanoid robot makers lack unified ‘end-to-end' AI system, Unitree CEO says
Advertisement Those who can achieve a breakthrough in building that technology – a system that allows robots to execute general tasks, which dispenses with running separate programs for specific activities – could become the strongest robotics and AI companies in the market, Wang said at an industry conference in Shanghai on Saturday, according to local media reports. His assessment reflects the mounting pressure that now besets the industry, as humanoid robot manufacturers charge full steam ahead to mass production. Six out of 11 domestic humanoid robot makers, which had set their mass production initiatives in 2024, plan to manufacture more than a thousand units this year, market research firm TrendForce said in a report released last month. Many Chinese robotics firms, including Hangzhou -based Unitree, are experiencing 'strong growth momentum' and are 'overwhelmed with orders', Wang said at the event. Advertisement He also pointed out that the industry must meet the challenge of achieving large-scale production at lower cost, while building machines that are durable.
