IT House News on June 20, today, TrendForce released a report stating that due to the large number of price increases in the output of wafers and in the first quarter of 2022, the output value in this quarter has reached a new high for eleven consecutive quarters, with reaching 319.6 billion US dollars (approximately 214.771 billion yuan), a quarter-on-quarter growth of 8.2%, which was slightly slower than the previous quarter. In terms of ranking, the biggest change is that Hefei Jinghe Integrated (Nexchip) surpassed Tower Semiconductor (Tower) to ninth place .
Specifically, TSMC (TSMC) fully increased wafer prices in the fourth quarter of last year. This batch of wafers will mainly be produced in the first quarter of 2022, coupled with continued strong demand for high-performance computing and better foreign currency exchange rates. , bringing TSMC’s revenue this quarter to US$17.53 billion (approximately 117.802 billion yuan), and increased by 11.3% from the previous quarter.
TrendForce TrendForce said that due to the sluggish market conditions for TVs, smartphones, etc., the demand for System LSI CIS, driver ICs, etc. has weakened. In addition, the 4nm production expansion and yield improvement are not as fast as expected. Samsung (Samsung), which ranks second ) became the only wafer foundry with negative revenue growth this quarter, with revenue reaching US$5.33 billion (approximately 35.818 billion yuan). decreased by 3.9% from the previous quarter, and the market share also fell to 16.3%.
In addition, United Microelectronics (UMC) also benefited from the increase in wafer prices, with revenue reaching US$2.26 billion (approximately 15.187 billion yuan). increased by 6.6% month-on-month and ranked third. GlobalFoundries's revenue this quarter reached US$1.94 billion (approximately 13.037 billion yuan), increased by 5.0% month-on-month, and ranked fourth. SMIC (SMIC) revenue in the first quarter reached US$1.84 billion (approximately 12.365 billion yuan), increased by 16.6% month-on-month, ranking fifth.
IT House learned that the sixth to tenth places are HuaHong Group, Power Semiconductor (PSMC), World Advanced (VIS), Hefei Jinghe Integrated (Nexchip), and Tower Semiconductor (Tower). .
