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The information provided herein is generated by experimental artificial intelligence and is for informational purposes only.
Taiwan Semiconductor Manufacturing Co. (TSMC) solidified its lead in the global pure-play wafer foundry market, achieving a 67.1% market share in Q4 2024, up from 64.7% the previous quarter, with sales reaching US$26.85 billion, a 14.1% increase fueled by strong demand for smartphones and AI applications.In contrast, Samsung Electronics experienced a decline in market share from 9.1% to 8.1%, with sales falling 1.4% to US$3.26 billion due to lost orders from existing clients. Other notable players included SMIC (5.5%), UMC (4.7%), GlobalFoundries (4.6%), and Huahong Group (2.6%), with the top 10 companies collectively generating US$38.48 billion in sales, representing 96% of the global market.
GlobalFoundries CEO Thomas Caulfield advocates for US tariffs on foreign-made chips, arguing they would increase demand for domestic semiconductors. At a Morgan Stanley investor conference, he highlighted that tariffs, alongside the $52.7 billion Chips and Science Act, could significantly enhance US chip manufacturing capabilities. As he prepares to become executive chairman, Caulfield anticipates that these measures will drive growth in the US semiconductor industry.
At MWC 2025 in Barcelona, China Mobile and Huawei unveiled new calling features utilizing Data Channel technology, enhancing user experience with screen sharing and real-time translation. Inmarsat Maritime announced the installation of NexusWave on Toei Reefer Line vessels for improved connectivity, while Lumos is investing in a 5,000-mile fiber-optic expansion in Georgia to enhance internet access for over 320,000 homes and businesses. Additionally, Indie Semiconductor is collaborating with GlobalFoundries to develop affordable radar chips for advanced driver assistance systems, and Orange OMEA has partnered with Eutelsat to provide satellite internet in remote regions of Africa and the Middle East.
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TSMC increases market share to 67.1 percent as Samsung sales decline
05:50 16.03.2025
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