Market Insights Q3 2024 V2 - Flipbook - Page 5
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General Market Insight
Semiconductor Industry Market Outlook
Global Semiconductor Equipment Billings Hit $53.2 Billion in H1 2024 Amid Strong Industry Growth
Global semiconductor equipment billings reached $53.2 billion in the first half of 2024, reflecting strong industry growth.
According to SEMI President and CEO Ajit Manocha, this rebound is driven by strategic investments aimed at meeting
the rising demand for advanced technologies and supporting regional chipmaking ecosystems.
Global Foundry Revenue Market Share Q2 2024
Global Foundry Revenue Market Share Q2 2024
120%
100%
80%
10%
10%
9%
5%
6%
6%
9%
5%
6%
5%
14%
13%
13%
59%
61%
62%
62%
Q3 2023
Q4 2023
Q1 2024
Q2 2024
9%
6%
5%
7%
7%
5%
6%
7%
6%
7%
6%
6%
6%
13%
11%
12%
13%
60%
61%
58%
Q4 2022
Q1 2023
Q2 2023
60%
10%
6%
5%
6%
11%
40%
20%
0%
TSMC
Samsung Foundry*
UMC
SMIC
GlobalFoundries
Others
Key take aways:
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TSMC saw a 13.6% revenue rise in Q2 2024 due to strong demand for 5nm and 3nm tech.
Q3 revenue is projected at $22.4-$23.2 billion, with gross margins of 54.5%.
Full-year revenue guidance increased to 25% YoY, and Capex raised to $30-32 billion.
AI chip demand may drive further price increases for advanced nodes.
UMC reported a strong 35% gross margin in Q2 2024.
Mature node demand remains uncertain due to cautious inventory management by end customers.
REBOUND ELECTRONICS
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