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Crecimiento en fundiciones Q3, tecnología avanzada, innovación en semiconductores

Strong Growth in Q3 Foundries

1. Significant Momentum in the Foundry Market

The world’s top ten foundries have experienced a notable 7.9% growth in the third quarter of 2023, reaching revenues of approximately $28.29 billion. This growth has been primarily driven by urgent demand for smartphone and notebook components, a phenomenon highlighted by TrendForce in its recent research​​​​.

2. Key Growth Drivers: Technology and Product Launches

The adoption of the expensive 3nm manufacturing process by giants like TSMC and Samsung has been a crucial factor in this revenue increase. Furthermore, the launch of new iPhone and Android devices in the second half of 2023 has significantly contributed to this growth, maintaining healthy inventory levels in the industry​​​​.

3. Future Outlook and Ranking Changes

The upward trend is expected to continue into the fourth quarter of the year, according to projections by TrendForce. Interestingly, IFS has made its debut in the rankings with the highest revenue growth in Q3, while notable changes have been observed in positions six to ten, including companies like VIS and IFS