Following the success of OpenAI's AI chatbot, ChatGPT, tech giants like Amazon and Meta have significantly increased their investments in the AI field. These companies are investing heavily in purchasing NVIDIA's AI chips to support the development and operation of large language models and AI chatbots.
As NVIDIA is a fabless semiconductor company, the surge in demand for its chips has provided new opportunities for semiconductor foundries and has driven revenue growth across the entire industry.
A recent report from a market research firm reveals that the global semiconductor foundry industry saw substantial revenue growth in the second quarter, driven by the sustained strong demand for AI. Year-over-year, the industry's revenue increased by 23%, while quarter-over-quarter growth was 9%.
On a company level, Taiwan Semiconductor Manufacturing Company (TSMC), known for its advanced process technology, high yield rates, and massive production capacity, remains the largest player in the industry, accounting for 62% of total revenue—a figure that remains unchanged from the previous quarter, maintaining its significant lead over other competitors.
Samsung Electronics, which has kept pace with TSMC's process technology and was the first to mass-produce the 3nm process, remains the second-largest player in terms of revenue. In the second quarter, Samsung accounted for 13% of the industry's revenue, up from 12% in the same period last year and consistent with the previous quarter.
Semiconductor Manufacturing International Corporation (SMIC) is the third-largest player by revenue, holding a 6% share of the global semiconductor foundry industry's second-quarter revenue. This figure is consistent with both the same period last year and the previous quarter, marking an improvement from its fifth-place ranking in the second quarter of last year.
