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Foundry Output Value Up 8% in 1Q22

The quarterly foundry output value hit a new high for the 11th consecutive quarter, reaching $31.96 billion, up by 8.2% QoQ.

eetasia.com, Jun. 22, 2022 – 

Although demand for consumer electronics remains weak, structural growth demand in the semiconductor industry including for servers, high-performance computing, automotive, and industrial equipment has not flagged, becoming a key driver for medium and long term foundry growth, according to TrendForce. At the same time, due to robust wafer production at higher pricing in the first quarter (1Q22), quarterly output value hit a new high for the 11th consecutive quarter, reaching $31.96 billion, up by 8.2% quarter-on-quarter (QoQ), marginally less than the previous quarter. In terms of ranking, the biggest change is Nexchip, which surpassed Tower at the ninth position.

TSMC's across-the-board wafer hikes in 4Q21 on batches primarily produced in 1Q22 coupled with sustained strong demand for high-performance computing and better foreign currency exchange rates pushed the company's 1Q22 revenue to $17.53 billion, up 11.3% QoQ. Quarterly revenue growth by node was generally around 10% and the 7/6nm and 16/12nm processes posted the highest growth rate due to small expansions in production. The only instance of revenue decline came at the 5/4nm process due to Apple's iPhone 13 entering the off season for production stocking.

Demand for System LSI CIS and driver ICs has weakened as a consequence of a sluggish TV and smartphone market. In addition, 4nm production expansion and yield improvement rate are not progressing as quickly as expected. Number two Samsung was the only foundry posting negative growth in 1Q22, with a revenue of $5.33 billion, falling 3.9% QoQ. Samsung market share also fell to 16.3%. UMC also benefited from wafer price hikes, and its revenue hit $2.26 billion, a QoQ increase of 6.6%, ranking third. However, UMC's new capacity has yet to come online in 1Q22, so the proportion of revenue contributed by various processes remains roughly in line with 4Q21...

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