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The semiconductor scene is buzzing with activity! TSMC is leading the charge, dominating the foundry market with a whopping 57.9% share in Q3 2023. They’re riding the wave of demand from PCs and smartphones, and their 3nm chips are a hot commodity, especially with Apple’s latest devices.
Samsung isn’t far behind, though, with a 14.1% revenue growth in the same quarter, hitting $3.69 billion. Their secret sauce? A mix of orders for Qualcomm’s 5G chips and some trusty 28 nm display drivers.
And guess who’s making a comeback? Intel Foundry Services, leaping into the top 10 for the first time in a while, thanks to some smart collabs with Amazon Web Services.
It’s an exciting time in the industry, with these giants jostling for the lead and the market eager for both cutting-edge and simple chips