Q3 foundry revenue up 11.8%
Author: EIS Release Date: Dec 14, 2021
Q3 foundry revenue rose by 11.8% QoQ to $27.28 billion, says TrendForce, after nine consecutive quarters of revenue growth.
TSMC raised its quarterly revenue by 11.9% QoQ to $14.88 billion as it benefited from the release of new iPhone models. The combined revenue share of the 7nm and 5nm nodes has already surpassed 50% and is still expanding thanks to continued demand for smartphone chips and HPC chips.
Samsung raised its revenue by 11% QoQ to $4.81 billion and took second place. The growth was attributed to the releases of new smartphone models, the return to full production of the Austin plant and the activation of fab Line S5 in Pyeongtaek.
UMC’s revenue went up by 12% to $2.04 billion helped by activation of new production capacity for its 28/22nm nodes used for OLED driver ICs and other components.
GlobalFoundries posted a QoQ increase of 12% in revenue to $1.71 billion for 3Q21 and kept fourth place in the ranking.
SMIC increased its revenue by 5.3% QoQ to $1.42 billion for 3Q21 and was ranked fifth thanks ton stable demand for its PMICs, Wi-Fi chips, MCUs, and RFICs and a steady rise in wafer prices. The share of Chinese clients in SMIC’s client base came to almost 70% in 3Q21.
HuaHong posted a QoQ increase of 21.4% in revenue to $799 million to take sixth place in the ranking. Higher ASPs and a capacity expansion at Fab7 in Wuxi contributed.
PSMC’s revenue grew 14% QoQ to $525 million thanks to robust demand for DDIs, PMICs, CIS, and power discretes such as MOSFETs.
VIS had a QoQ increase of 17.5% in revenue to $426 million.
Tower took ninth place with its revenue climbing 6.9% QoQ to $387 million. Tower’s revenue benefited from stable demand for RF-SOI chips, industrial sensor chips, and PMICs.
Taking the tenth place in the ranking, DB HiTek registered a 15.6% QoQ increase in revenue to a record high of $283 million for 3Q21 because of the rising ASP. In the past year, DB HiTek kept its capacity utilisation rate at almost 100%.