TSMC may surpass Samsung in Q3 revenue and become the global semiconductor market leader

The ranking of global semiconductor manufacturers may trigger restructuring. TSMC's revenue surged 48% in the previous quarter compared to the same period last year, reaching NT $613.1 billion (approximately 27.5 trillion won). When Samsung Electronics released its initial valuation for the previous quarter's financial report last week, it did not release the results of its semiconductor work. The market estimate is expected to reach 24 to 25 trillion won, lower than TSMC. Samsung may abdicate the world's largest semiconductor sales company to TSMC this quarter.

In the past, Samsung and Intel have been competing for global semiconductor revenue. The flagship product of the former is a memory chip, while the latter is the protagonist's personal computer (PC) microprocessor (CPU). However, weak demand in downstream industries such as PC and smartphones has affected the performance of Samsung and Intel. The demand in TSMC's wafer OEM industry remains prosperous, driving the company to surpass Samsung and Intel.

According to TSMC's recent financial report for September, its operating revenue exceeded NT $200 billion (6.3 billion US dollars). The operating revenue in the third quarter was NT $613.14 billion, a quarterly increase of 14.8%, reaching a historic high; As of September, TSMC's cumulative revenue this year has increased by 42.6% compared to the same period last year to NT $1.64 trillion.

According to the latest report from SIA, global semiconductor sales increased by 0.1% year-on-year, but decreased by 3.4% month on month in August to $47.4 billion. SIA President and CEO John Neuffer stated that due to the stagnation of global semiconductor sales growth in the past six months, the decrease in sales in August was a significant percentage since February 2019. Last season, the Global Semiconductor Outsourcing and Testing Factory (OSAT) ranked in the top ten, with Taiwan's Sunrise and Moonlight winning, and mainland and US merchants also making it to the list, but no South Korean companies were seen.

In response to the current market downturn, UBS Securities stated that the capacity utilization rate of TSMC's 7nm manufacturing industry is likely to be only 70% in the first half of next year, and the overall capacity utilization rate may drop to between 85% and 89%, less than the previously expected 90% or more.

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