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18.6% Q1 hit for high ten foundries

18.6% Q1 hit for high ten foundries

Posted Date: 2023-06-13

The decline was  influenced by weak demand main tomdeclining capability utilisation charges and cargo quantity throughout the highest 10 foundries.

TSMC had $16.74 billion in income—marking a 16.2% QoQ drop.18.6% Q1 hit for  top ten foundries

Samsung had a decline in each 8-inch and 12-inch wafer capability utilisation charges, resulting in ac 36.1% Q1 income decline – right down to $3.45 billion.

GlobalFoundries  had Q1 income of $1.84 billion, down 12.4% QoQ.  GloFo has seen sturdy demand from automotive, defence, industrial tools, and authorities purposes within the US.

UMC had  a Q1 income decline of 17.6%, amounting to roughly US$1.78 billion within the first quarter. This decline was significantly notable for 28/22 nm and 40 nm processes, each reducing by at the least 20%. The corporate’s capability utilisation price for 8-inch wafers is projected to fall beneath 60% in 2Q23 because of a discount in buyer orders for PMIC and MCU. Its 12-inch capability utilisation price will profit from pressing orders for 28/22 nm merchandise reminiscent of Tcon and TV SoC—leading to an estimated 80% utilisation price.

SMIC posted $1.46 billion in Q1 income—a 9.8% QoQ income decline. Income from 8-inch wafers fell almost 30%, whereas income from 12-inch wafers noticed a slight improve of 1–2% because of a various product portfolio and help from home demand in China.

SMIC is predicted to learn from the restoration of orders for explicit merchandise reminiscent of Driver IC and Nor Flash and can proceed to reap the advantages of Chinese language demand. Each cargo quantity and capability utilization price are anticipated to enhance, leading to income development.

Essentially the most notable change was Tower Semiconductor’s ascent to seventh place. The corporate, supported by demand from the European market, solely skilled a comparatively modest quarterly drop of 11.7% (right down to roughly $360 million).

PSMC had Q1 income of round p $332 million – a QoQ  decline of 18.7%.

VIS had a Q1 income of roughly $269 million – an 11.8% quarterly decline.

HuaHong Group, reported a Q1 income of round $845 million—down 4.2% in comparison with the earlier quarter.

DB Hitek’s income stood at US$234 million, experiencing a 20% QoQ decline.

TrendForce expects a continued decline in income for the highest 10 foundries in Q2, though at a slower price than within the first quarter.