03/11/2025, 06:12 AM UTC
2025年第四季度先进晶圆厂节点表现良好，成熟节点增长放缓Q4 good for advanced foundry nodes; bad for mature nodes
➀ 先进晶圆厂工艺节点在第四季度实现了10%的季度环比增长，受AI服务器、智能手机处理器和PC需求推动，前十家晶圆厂的营收达到384.8亿美元。
➁ 台积电以268.5亿美元的营收和67%的市场份额领先，其次是三星代工，季度环比下降1.4%，至32.6亿美元，市场份额为8.1%。
➂ 中芯国际的营收季度环比增长1.7%，至22亿美元，市场份额为5.5%，位列第三。
➀ Advanced foundry process nodes saw a 10% q-o-q growth in Q4, driven by demand from AI servers, smartphone processors, and PCs, leading to $38.48 billion in revenues for the top ten foundries.
➁ TSMC led with $26.85 billion in revenue and a 67% market share, followed by Samsung Foundry with a 1.4% QoQ decline to $3.26 billion and 8.1% market share.
➂ SMIC's revenue increased 1.7% QoQ to $2.2 billion, securing 5.5% market share and third place.
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