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Record Q1 foundry revenues
Q1 revenue of the top 10 foundries rose by 1% QoQ to a record high of $22.75 billion in 1Q21, reports TrendForce, despite Samsung and GlobalFoundries having revenue falls due to power outage and fab sales, respectively.
www.electronicsweekly.com, Jun. 02, 2021 –
TSMC maintained its first place position with revenue of $12.9 billion, a 2% increase QoQ. TSMC's main revenue drivers have been its 7nm and 16/12nm nodes. The revenue from the 7nm foundry service has kept climbing at a stable pace thanks to orders from AMD, MediaTek, and Qualcomm, registering a QoQ increase of 23% for 1Q21.
TSMC's revenue from the 16/12nm foundry service has also grown on account of the demand related to MediaTek's 5G RF transceivers and Bitmain's cryptocurrency mining machines, registering a QoQ increase of nearly 10% for 1Q21. The revenue produced by the 5nm node, which is currently under the market spotlight, underwent a quarterly decrease mainly because Apple as the largest client for the 5nm foundry service entered the off-season for device production.
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