Top Ten Fabs in the World in 2009: Taiwan's Doubles Leading

According to DIGITIMES Research, in 2009, TSMC and UMC won the first and second place respectively in the world's top ten foundry companies. The TSMC's investment company is world-leading (Vanguard International Semi conductor). ) is ranked seventh.

Among the top ten wafer foundries in the world, Taiwan has three seats, and the three Taiwanese manufacturers have a global market share of 62% in the foundry industry. It also shows that Taiwan has a global wafer foundry industry. The important position. However, compared with the scale of revenue, DIGITIMES Research analyst Chai Huanxin analyzed that TSMC's revenue in 2009 was as high as 9 billion US dollars, while UMC was 2.77 billion US dollars, less than one-third of TSMC, and the world's advanced 2009 revenues only reached With a revenue of 380 million US dollars, the scale of revenue cannot be compared with the previous two companies.

Chai Huanxin further analyzed that GobalFoundries, which was established in October 2008, is not only receiving the original production capacity of AMD's semiconductor manufacturing department, but also expanding its Middle East Abu Dhabi Advanced Technology Investment Co. (Advanced Technology Investment Co., ATIC) has a strong capital. In 2009, it merged with Chartered, the world's third-largest wafer foundry. In addition to the advanced process development, it did not lose TSMC, and its capacity expansion in the 12-inch fab was even more direct. Come.

Samsung Electronics, the world's second-largest semiconductor company, also announced a capital expenditure of 26 trillion won in 2010, of which 2 trillion won, in addition to the system-on-a-chip (SoC) solution for mobile phones and digital TVs. The intention to expand the foundry capacity and grab the global foundry market is obvious.

In the face of the challenges and the market of GlobalFoundries and Samsung, can UMC and the world's advanced industries continue to maintain their advantages, or is the market swallowed by rivals? Chai Huanxin believes that advanced process development speed and 12-inch wafer production capacity will become important observations. The development of changes in the overall industrial environment will also affect the key to success of UMC and the world's advanced in the foundry industry facing strong enemies.

Therefore, in addition to the analysis of the current operational status of each foundry, it is necessary to interpret the operating strategies of each manufacturer to predict the changes in the status of UMC and the world in this fierce competition.

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