| | | Taiwan's wafer foundry industry is estimated to achieve revenues of US$120 billion in 2025 with demand from advanced manufacturing processes still strong and mature process prices to slip.
Taiwan wafer foundry industry, 4Q 2024
Eric Chen
Abstract
DIGITIMES Research estimates that in the fourth quarter of 2024, the combined revenue of Taiwan's major wafer foundries, including Taiwan Semiconductor Manufacturing Company (TSMC), United Microelectronics Corporation (UMC), Powerchip Semiconductor Manufacturing (PSMC), and VIS (VIS), will reach up to US$29 billion.
This will drive the total 2024 revenue to approach the US$100 billion mark. Among these, AI/HPC is expected to boost demand for advanced process capacity, while demand for mature process capacity will only see moderate growth.
Looking ahead to 2025, the first quarter is anticipated to be affected by the traditional off-season in the electronics industry, leading to a projected quarterly revenue decline for the Taiwanese wafer foundries. However, for the entire year of 2025, the robust demand for AI/HPC applications is expected to drive total revenue to approximately US$120 billion.
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