SemiMedia SemiMedia
  • Breaking News
  • MarketWatch
  • Distribution
  • Manufacturer
  • Video
  • About us
Home › MarketWatch › Foundry revenue slips in Q1 amid geopolitical rush orders; AI and China subsidies to lift Q2 outlook
  • 0

Foundry revenue slips in Q1 amid geopolitical rush orders; AI and China subsidies to lift Q2 outlook

SemiMediaEdit
June 11, 2025

June 11, 2025 /SemiMedia/ — The global wafer foundry industry recorded a 5.4% sequential revenue decline in the first quarter of 2025, reaching $36.4 billion, according to a report by TrendForce. The downturn was softened by a surge in rush orders placed ahead of new U.S. reciprocal tariffs and continued support from China’s consumer subsidy programs.

TSMC retained its dominant position with a 67.6% market share. Although the smartphone market entered a seasonal lull, demand for AI and high-performance computing (HPC), as well as tariff-driven TV orders, helped cushion the drop. TSMC posted $25.5 billion in Q1 revenue, down 5% quarter-over-quarter.

Samsung, ranked second, saw its Q1 revenue fall 11.3% to $2.89 billion. The impact was driven by export restrictions on advanced nodes to China and limited exposure to China’s domestic subsidies, slightly reducing its market share to 7.7%.

China’s SMIC benefited from front-loaded orders by customers aiming to avoid tariffs, and domestic subsidy-driven demand, which helped offset a decline in ASP. Its revenue rose 1.8% to $2.25 billion, ranking third globally.

In the mid-tier segment, Hua Hong Group maintained stable revenue at $1.01 billion, supported by ramping shipments from its HHGrace fab and a low-price strategy to attract customer tape-outs.

Hefei Nexchip also gained from policy-related short-term orders, increasing output and pushing Q1 revenue up 2.6% to $353 million, ranking ninth.

Looking ahead to Q2, TrendForce expects the fading of tariff-related early orders to slow overall momentum. However, China's ongoing replacement subsidies, inventory buildup ahead of new smartphone launches, and steady AI HPC demand are anticipated to drive a sequential revenue rebound among the top 10 foundries.

Related

AI chips China subsidies electronic components news Electronic components supplier Electronic parts supplier Foundry market SMIC growth TSMC revenue wafer foundry
ROHM launches automotive-grade current sense amplifiers for high- and negative-voltage systems
Previous
Vishay expands AC03-CS resistor series with surface-mountable WSZ lead form
Next

All Comments (0)

Back
No Comment.

Top Post

Fire broke out at AKM factory in Japan
Mouser Electronics expands to the Philippines with local customer service center
Qualcomm ranked first in the world's top ten IC design companies
Analyze the key factors and prospects of electronic components shortage from the perspective of wafer industry
What is the root cause of the decline of the Japanese semiconductor industry?
ST releases price increase notice

Subscribe SemiMedia

Please check your E-mail to confirm the subscribtion.

Related posts

Semiconductor supply chain strained by US 50% copper duty

Semiconductor supply chain strained by US 50% copper duty

July 14, 2025
0
Sony cuts over 100 jobs at Israel chip R&D center amid IoT strategy shift

Sony cuts over 100 jobs at Israel chip R&D center amid IoT strategy shift

July 14, 2025
0
Intel cuts nearly 4,000 jobs across US sites as restructuring deepens

Intel cuts nearly 4,000 jobs across US sites as restructuring deepens

July 14, 2025
0
TSMC to begin construction of two US advanced packaging plants in 2028

TSMC to begin construction of two US advanced packaging plants in 2028

July 11, 2025
0
Copyright © 2017-2025 SemiMedia. Designed by nicetheme.
  • Please set up your first menu at [Admin -> Appearance -> Menus]
  • electronic components news
  • Electronic components supplier
  • Electronic parts supplier
  • Infineon
  • Electronic component news
  • Renesas
  • Vishay
  • STMicroelectronics
  • NXP
  • TDK

SemiMediaEdit

Administrator