Samsung Foundry drops further behind TSMC after disasterous Q4

Samsung Foundry drops further behind TSMC after disasterous Q4

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TSMC is the largest knot chip socket in the world. Looking at her customer invitation, you can learn why it is one. After all, the Taiwan -based Foundry Founder is making chips based on designs provided by companies such as Apple, Nvidia, AMD, MediaTek, Qualcomm and Broadcom. The data collected by Trendforce published by Chosun Daily says that during the fourth quarter of 2024, The market share in TSMC 2.4 Celsius increased to 67.1 %.
This means approximately two of every three chips that have been produced during the past three months of the year, built by TSMC. As for the second position, its share in the market has decreased 1 full percentage point from 9.1 % to 8.1 % during the same quarter. The Sammy Museum had to deal with poor revenues on its advanced chips that led this year to the use of ELITE Snapdragon 8 from Qualcomm on each Galaxy app processor (AP) on each Galaxy S25 series.
Repeating in the store can be for the next year The Galaxy S26 line unless Samsung Foundry could raise its return on 2NM production currently before the current production of Exynos 2600 AP. If there is enough improvement, Exynos 2600 SOC will work Galaxy S26 and Galaxy S26+ In all markets except the United States, China and Canada.

But we fall. The gap in the market share between TSMC and Samsung Foundry sequence increased from 55.6 % in the third quarter to 59 % in the fourth quarter. TRENDFORCE says TSMC benefits from the fuss of artificial intelligence as the demand for GPU chips in NVIDIA used in artificial intelligence training, inference (predictions and decisions), and computing picks up. These chips are made by TSMC.

TSMC also helps in demand for advanced smart phone chips including those used to operate iPhone, the leading Galaxy S models in Samsung and folding Galaxy Z models. Starting this year The new Tensor G5 AP, designed by Google from A to Z, will be created by TSMC using 3NM knot (N3P) and publishing it in Pixel 10 line. This is the same node that TSMC will use to build Snapdragon 8 Elite 2 for the next year Galaxy S26 Upon.

You may wonder about the third place behind Samsung Foundry. It will be the biggest museum in China, SMIC. Although the latter seems to deal with Huawei's APS production, it may also make some of the fastest AI ASAnd from Huawei. A long time ago PhoneArena Readers are likely to realize that thanks to US sanctions, SMIC cannot purchase the maximum stone -out of UV printing machines that prevent SMIC from building chips using a more advanced operation knot than 7 nm.

TSMC achieved 26.85 billion dollars in revenue during the fourth quarter 2024, an increase of 14.1 % on an annual basis. Samsung Foundry Q4 revenues decreased by 1.4 % to $ 3.26 billion.


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TSMC is the largest knot chip socket in the world. Looking at her customer invitation, you can learn why it is one. After all, the Taiwan -based Foundry Founder is making chips based on designs provided by companies such as Apple, Nvidia, AMD, MediaTek, Qualcomm and Broadcom. The data collected by Trendforce published by Chosun Daily says that during the fourth quarter of 2024, The market share in TSMC 2.4 Celsius increased to 67.1 %.
This means approximately two of every three chips that have been produced during the past three months of the year, built by TSMC. As for the second position, its share in the market has decreased 1 full percentage point from 9.1 % to 8.1 % during the same quarter. The Sammy Museum had to deal with poor revenues on its advanced chips that led this year to the use of ELITE Snapdragon 8 from Qualcomm on each Galaxy app processor (AP) on each Galaxy S25 series.
Repeating in the store can be for the next year The Galaxy S26 line unless Samsung Foundry could raise its return on 2NM production currently before the current production of Exynos 2600 AP. If there is enough improvement, Exynos 2600 SOC will work Galaxy S26 and Galaxy S26+ In all markets except the United States, China and Canada.

But we fall. The gap in the market share between TSMC and Samsung Foundry sequence increased from 55.6 % in the third quarter to 59 % in the fourth quarter. TRENDFORCE says TSMC benefits from the fuss of artificial intelligence as the demand for GPU chips in NVIDIA used in artificial intelligence training, inference (predictions and decisions), and computing picks up. These chips are made by TSMC.

TSMC also helps in demand for advanced smart phone chips including those used to operate iPhone, the leading Galaxy S models in Samsung and folding Galaxy Z models. Starting this year The new Tensor G5 AP, designed by Google from A to Z, will be created by TSMC using 3NM knot (N3P) and publishing it in Pixel 10 line. This is the same node that TSMC will use to build Snapdragon 8 Elite 2 for the next year Galaxy S26 Upon.

You may wonder about the third place behind Samsung Foundry. It will be the biggest museum in China, SMIC. Although the latter seems to deal with Huawei’s APS production, it may also make some of the fastest AI ASAnd from Huawei. A long time ago PhoneArena Readers are likely to realize that thanks to US sanctions, SMIC cannot purchase the maximum stone -out of UV printing machines that prevent SMIC from building chips using a more advanced operation knot than 7 nm.

TSMC achieved 26.85 billion dollars in revenue during the fourth quarter 2024, an increase of 14.1 % on an annual basis. Samsung Foundry Q4 revenues decreased by 1.4 % to $ 3.26 billion.



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