With Acer and Intel predicting that the chip shortage could last into 2022, foundries and chip makers are in a position to increase prices. It will come as no surprise that TrendForce is reporting that various foundries are raising their wafer prices and adjusting their product mixes to ensure profitability.
Despite the result for 4Q20 being a high base for revenue comparison and power outage incidents at some fab sites, the quarterly total revenue of the top 10 global foundries rose by 1% QoQ to a record high of US$22.75 billion in 1Q21, says TrendForce.
The ranking of foundries by revenue for 1Q21 shows that TSMC maintained its first place position with a quarterly revenue of US$12.9 billion, a 2% increase QoQ. TSMC’s main revenue drivers have been its 7nm and 16/12nm nodes. The revenue from the 7nm foundry service has kept climbing at a stable pace thanks to orders from AMD, MediaTek, and Qualcomm, registering a QoQ increase of 23% for 1Q21.
The revenue from the 16/12nm foundry service has also grown on account of the demand related to MediaTek’s 5G RF transceivers and Bitmain’s cryptocurrency mining machines, registering a QoQ increase of nearly 10% for 1Q21.
The revenue produced by the 5nm node, which is currently under the market spotlight, underwent a quarterly decrease mainly because Apple as the largest client for the 5nm foundry service entered the off-season for device production.
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