The brave new world of silicon manufacturing
Jul 16, 2004
The slogan of the 1980s; "Real men own fabs," has been replaced by the motto: "Real men own foundries." Over the past four years, if there were any residual doubts as to the role the pure-play foundry company would have in the emerging new semiconductor manufacturing model, they have long since been vanquished. Today, even the staunchest CEOs of integrated device manufacturing (IDM) companies have come to realize the value of a foundry manufacturing partner. Capacity expansions by the pure play foundry service providers will represent a significant portion of the total industry capacity expansions in 2004 and 2005. In 2004, foundry capacity will expand by 25.9 percent. In 2005, iSuppli is forecasting an additional expansion of 23.6 percent. This contrasts with a 7.3 percent capacity increase for the entire industry. The top five companies represent 85 percent of the total revenue of the pure-play foundry service providers. The table below and attached presents iSuppli's top-five foundry ranking. Top 5 Foundry Service Providers Ranked by Foundry Revenue (Revenue in Millions of U.S. Dollars) Rank | Company | 2000 | 2001 | 2002 | 2003 | 1 | TSMC | $5,105 | $3,717 | $4,668 | $5,885 | 2 | UMC | $3,114 | $2,125 | $1,940 | $2,430 | 3 | ProMOS | | $290 | $531 | $732 | 4 | Chartered | $1,243 | $462 | $449 | $553 | 5 | Semiconductor Mnaufacturing International Corp. | | | $50 | $365 |
* What's iSuppli's forecast for foundry market growth?
* What's the outlook for capacity and utilization among the foundries?
* What are the strengths and weaknesses of the pure-play foundries?
Find the answers to these questions and more by reading iSuppli's report: The Brave New World of Silicon Manufacturing. For more information, visit: www.isuppli.com
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