(PR) Revenue of Top 10 Foundries Expected to Increase by 20% YoY in 1Q21 in Light of Fully Loaded Capacities, Says TrendForce
Desire in the world foundry marketplace continues to be powerful in 1Q21, according to TrendForce’s most recent investigations. As several conclude-goods carry on to produce higher need for chips, customers of foundries in flip stepped up their procurement actions, which subsequently led to a persistent scarcity of generation capacities throughout the foundry industry. TrendForce thus expects foundries to continue putting up solid economic performances in 1Q21, with a 20% YoY advancement in the combined revenues of the top 10 foundries, even though TSMC, Samsung, and UMC rank as the major 3 in conditions of market share. Nonetheless, the foreseeable future reallocation of foundry capacities nonetheless stays to be seen, considering the fact that the market-large effort and hard work to accelerate the production of automotive chips may perhaps indirectly impair the generation and guide occasions of chips for shopper electronics and industrial purposes.
TSMC has been sustaining a constant volume of wafer inputs at its 5 nm node, and these wafer inputs are projected to account for twenty% of the company’s earnings. On the other hand, owing to chip orders from AMD, Nvidia, Qualcomm, and MediaTek, demand from customers for TSMC’s 7 nm node is similarly potent and probable to account for 30% of TSMC’s income, a slight improve from the preceding quarter. On the total, TSMC’s income is anticipated to bear a 25% increase YoY in 1Q21 and established a new significant on the back of surging need for 5G, HPC, and automotive applications.