TrendForce released the 2021Q2 global foundry report

TrendForce released the latest foundry survey report. The data shows that the global foundry production value reached $24.407 billion in the second quarter of 2021, a month-on-month increase of 6.2%. Since the third quarter of 2019, it has set a new high for eight consecutive quarters. The semiconductor industry is facing the impact of shifting to 5G technology, the continued spread of the coronavirus epidemic, and long-term supply chain shortages. Panic buying of chips continues in the second quarter of 2021. Due to the high demand for chips and limited foundry capabilities, it has been unable to meet the shipment targets of various terminals at this stage.

In the second quarter of 2021, TSMC continued to hold the No. 1 position with revenue of $13.3 billion and an increase of 3.1% from the previous quarter. However, due to unexpected events such as drought, water shortage, and power outages, TSMC’s revenue has been affected to a certain extent. Samsung’s revenue in the second quarter of 2021 was $4.33 billion, an increase of 5.5% from the previous quarter, continuing to rank second. In this quarter, Samsung’s wafer fab in Texas, USA, was affected by the previous snowstorm, and the production line did not fully recover, which also affected revenue.

In addition to TSMC and Samsung, UMC, GlobalFoundries, and SMIC are ranked three to five. In this quarter, UMC benefited from the demand for integrated touch and display driver ICs, power management ICs, and Wi-Fi chips. Revenue was $1.82 billion, an increase of 8.5% from the previous quarter. Recently, GlobalFoundries is very strong and continues to expand production capacity, achieving quarterly revenue of $1.52 billion, an increase of 17% from the previous quarter. SMIC is also vigorously increasing its production capacity, with revenue of $1.34 billion in the second quarter, an increase of 21.8% from the previous quarter.