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Thanks to ongoing strong chip demand, the top-3 Taiwan-based foundries - TSMC, UMC and VIS - performed outstandingly in second-quarter 2021 and will see revenue climb further in the third quarter.
Abstract
Digitimes Research expects the combined revenues of the top-3 Taiwan-based foundries to increase more than 10% sequentially in third-quarter 2021 amid lingering chip shortage, extending traditional high-season effects and increasing foundry service prices.
Chip supply will remain tight until 2022 so Digitimes Research adjusts the forecast on the combined 2021 revenues of the Taiwan-based key foundries upward to US$65 billion. Digitimes Research is also optimistic about the foundries' 2022 performance.
The chip shortage buoyed the top-3 Taiwan-based foundries' second-quarter 2021 revenues to a historical high. Going forward into third-quarter 2021, chip supply will become even tighter with brisk smartphone, notebook and server shipments in the high season.
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