"'Japan Entry' TSMC, 62% Market Share This Year; Samsung Declines"

TSMC 3%P↑, Samsung Forecast Revised from 11% to 10%
TrendForce: "Japan Responding Most Agilely"

TSMC, the world's largest foundry (semiconductor contract manufacturing) company, which is expanding its production bases in Japan, is expected to exceed a 60% share of global market sales this year.

[Image source=AP Yonhap News]

According to a report released on the 23rd (local time) by market research firm TrendForce, global foundry sales this year are estimated to reach $131.65 billion (approximately 175 trillion KRW), a 12% increase from last year's $117.47 billion. TSMC's market share is projected to rise from 59% last year to 62% this year.

While TSMC's share is expected to expand by 3 percentage points, competitors' shares are predicted to shrink by around 1 percentage point. In particular, Samsung Electronics' share is expected to decrease from 11% last year to 10% this year, leading to a decline in the share held by Korean companies from 12% to 11%. China's HH Group is also expected to shrink from 3% to 2%, resulting in Chinese companies' share dropping by 1 percentage point to 8%.

TrendForce highlighted in the report that TSMC is expanding its production bases in Japan, including the recent opening of its first plant in Kumamoto Prefecture, Kyushu, with full support from the Japanese government. The report stated, "TSMC is implementing a strategy that positions the United States, Japan, and Germany as the core of its advanced factories," adding, "among these countries, Japan is responding most agilely."

It also predicted that Japan is on the verge of establishing a comprehensive semiconductor manufacturing ecosystem by developing the semiconductor industry centered around three regions: Kyushu, Tohoku, and Hokkaido. The report evaluated this as "a bold move toward the future" and "an issue that will shape the semiconductor industry landscape in Japan for the next decade."

This content was produced with the assistance of AI translation services.