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globalfoundries and umc explore potential merger talks according to reports

GlobalFoundries is in discussions with Taiwanese chipmaker UMC regarding a potential merger, according to reports from Nikkei. This move could significantly impact the semiconductor industry landscape as both companies explore collaboration opportunities.

TSMC increases market share to 67.1 percent as Samsung sales decline

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 generating US$38.48 billion in sales, representing 96% of the global market.
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