Saturday, March 23, 2019

Foundry ranking 1Q/2019

[BeSan Inc.] "Based on the recent report from TrendForce, modification of pure foundry ranking has been made assuming 40% and 82% of Samsung and Globalfoundries revenues comes from external customers, respectively. UMC starts losing money since Q4, 2018 and GloFo never made profit since its inception. Therefore, it would be interesting to see how they are making turn around during this downturn in 2019. In case of Samsung, it has certain limitation as a pure foundry player due to potential conflict of interest with foundry customers (for example, Apple vs. Samsung case). So, there is no doubt that TSMC will keep its #1 position for a while. Foundry is obviously "Winner-Takes-All-Market" and accordingly there are "NO Fast Followers.""

Source BeSang Inc. LINK


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