The state of the Foundry market before TSMC reports
An overview of last quarters result
The state of the semiconductor foundry market is key to understanding the dynamics of the semiconductor industry. The results of the foundry companies precede that of the semiconductor industry and can give an idea of what is next. Looking deeper into the supply chain is looking further into the future.
As TSMC reports monthly revenue, we already know that Q1-24 revenue was down 3.9% sequentially from $19.6B to $18.8B, while revenue was up 13.1% over the same quarter last year (We calculate growth in USD to compare the entire industry).
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As TSMC accounts for more than 60% of the foundry market, it is key to understand the companies' results in more detail to understand what goes on in the foundry market, but in the meantime, it is worth looking at last quarter's results.
The industry increased revenue by 7.4% seq…