Sina Technology News reported on the evening of June 1, Beijing time, according to reports, the research company TrendForce released a report today saying that along with the intensification of the global semiconductor shortage, the revenue of the world's top 10 chip manufacturers also reached record highs in the first quarter of this year.
The report shows that in the first quarter of 2021, the total revenue of the world's top 10 chip manufacturing companies reached US$22.75 billion, a record high. This move comes at a time when global chips are in short supply, and it is expected that this shortage will continue until 2023.
TrendForce analysts said, “Due to soaring demand for various terminal devices, manufacturers have been increasing component purchases. As a result, OEM production capacity has been in short supply since 2020. At the same time, foundries have also raised wafer prices and adjusted product portfolios to ensure profitability.”
According to the TrendForce report, in the first quarter of this year, about 57% of the world's chip OEM revenue came from one manufacturer, that isTSMC. In the first quarter,TSMCRevenue reached US$12.9 billion, up 2% year over year.
In contrast, South Korean chip giant Samsung's OEM revenue fell 2% to US$4.1 billion in the first quarter. This is partly because the unusual winter storm in Texas in February caused a power outage in Austin, forcing Samsung to temporarily stop chip production at a factory in the state.
Also, TaiwanUMC(UMC) First-quarter revenue increased 5% month-on-month to US$1.6 billion.SMICInternational revenue increased 15% to $1.1 billion.
TrendForce expects that as chip wafer prices continue to rise and chip demand continues to be strong, the revenue of chip foundries will grow further. For this reason, in the second quarter of this year, the total revenue of the world's top 10 chip makers will “once again hit a record high”, with a month-on-month increase of 1% to 3%.