McClean Report November 2024: Foundry and IDM Revenue and Process Roadmap Update
Discover key insights from the November Update on TSMC, UMC, GlobalFoundries, SMIC, and the competitive push by Samsung and Intel for semiconductor foundry leadership.
The November Update analyzes and compares sales results and operations of the “Big 4” pure-play semiconductor foundry providers—Taiwan Semiconductor Manufacturing Co. (TSMC), United Microelectronic Corporation (UMC) in Taiwan, US-based GlobalFoundries (GF), and Semiconductor Manufacturing International Corporation (SMIC) in China. It also reviews total sales and sales by wafer-process node, average revenue per wafer, and capital expenditures in the semiconductor foundry segment.
In addition, this report examines the efforts and struggles of the world’s two leading IDM foundries—Samsung and Intel—that are battling TSMC to capture process technology leadership with the aim of securing customer wins and bolstering their respective foundry operations.
