{"id":475255,"date":"2025-03-14T08:49:04","date_gmt":"2025-03-14T07:49:04","guid":{"rendered":"https:\/\/www.ecinews.fr\/?p=475255"},"modified":"2025-03-14T08:49:04","modified_gmt":"2025-03-14T07:49:04","slug":"tsmc-sempare-des-deux-tiers-du-marche-de-la-fonderie","status":"publish","type":"post","link":"https:\/\/www.ecinews.fr\/fr\/tsmc-sempare-des-deux-tiers-du-marche-de-la-fonderie\/","title":{"rendered":"TSMC s’empare des deux tiers du march\u00e9 de la fonderie"},"content":{"rendered":"

Selon TrendForce, TSMC a augment\u00e9 sa part du march\u00e9 mondial de la fonderie pure \u00e0 67,1 % au quatri\u00e8me trimestre de l’ann\u00e9e 24, sur un march\u00e9 qui a augment\u00e9 de 14,1 % d’une ann\u00e9e sur l’autre.<\/h2>\n

L’analyste du march\u00e9 estime que TSMC a gagn\u00e9 2,4 points de pourcentage suppl\u00e9mentaires pour porter sa domination \u00e0 67,1 % d’un march\u00e9 d’une valeur d’environ 40,1 milliards de dollars au quatri\u00e8me trimestre de l’ann\u00e9e 24. Il a gagn\u00e9 des parts au d\u00e9triment des six autres fonderies les plus importantes, notamment Samsung et SMIC, qui ont perdu respectivement 1 et 0,5 point de pourcentage.<\/p>\n

\"\"

Les dix premiers fondeurs class\u00e9s par chiffre d’affaires du 4T24. Source : TrendForce. <\/strong><\/em><\/p><\/div>\n

Les n\u0153uds de processus avanc\u00e9s ont b\u00e9n\u00e9fici\u00e9 d’une forte demande de serveurs d’intelligence artificielle, de processeurs d’application pour smartphones et de nouvelles plates-formes de PC, ce qui a compens\u00e9 le ralentissement de la demande de processus matures.<\/p>\n

TrendForce a observ\u00e9 que les droits de douane am\u00e9ricains commencent \u00e0 affecter le secteur de la fonderie avec une augmentation des commandes de t\u00e9l\u00e9viseurs, d’ordinateurs personnels et d’ordinateurs portables qui seront exp\u00e9di\u00e9s aux \u00c9tats-Unis.<\/p>\n

UMC a b\u00e9n\u00e9fici\u00e9 de l’anticipation des commandes par les clients, ce qui a permis de maintenir l’utilisation des capacit\u00e9s et les exp\u00e9ditions \u00e0 un niveau sup\u00e9rieur aux attentes. Cela a permis d’att\u00e9nuer l’impact des baisses d’ASP, conduisant \u00e0 une baisse mineure de 0,3 % du chiffre d’affaires en glissement trimestriel, \u00e0 1,87 milliard de dollars, ce qui place la soci\u00e9t\u00e9 en quatri\u00e8me position. GlobalFoundries a connu une augmentation des livraisons de plaquettes et a conserv\u00e9 sa cinqui\u00e8me place. Cependant, la croissance du chiffre d’affaires a \u00e9t\u00e9 partiellement compens\u00e9e par de l\u00e9g\u00e8res baisses du prix de vente moyen, ce qui a entra\u00een\u00e9 une croissance du chiffre d’affaires de 5,2 % par rapport au trimestre pr\u00e9c\u00e9dent, pour atteindre 1,83 milliard de dollars.<\/p>\n

Parmi les dix premiers fondeurs, Nexchip a \u00e9t\u00e9 la seule soci\u00e9t\u00e9 \u00e0 changer de classement ce trimestre, passant \u00e0 la neuvi\u00e8me place avec une croissance des revenus de 3,7 % en glissement trimestriel pour atteindre 344 millions de dollars. PSMC a recul\u00e9 \u00e0 la dixi\u00e8me place, affect\u00e9 par une demande plus faible pour les puces de fonderie de m\u00e9moire et les puces li\u00e9es \u00e0 la consommation.<\/p>\n

Liens et articles connexes :<\/h4>\n

www.trendforce.com<\/a><\/p>\n

Articles de presse :<\/h4>\n

Le march\u00e9 de la fonderie pure devrait conna\u00eetre une croissance de 19 %.<\/a><\/p>\n

Rogue Valley devrait b\u00e9n\u00e9ficier d’un financement CHIPS pour une usine de fabrication de MEMS de 300 mm<\/a><\/p>\n

Interview : Henri Richard sur Rapidus, l’exp\u00e9rience et l’\u00e9cosyst\u00e8me<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

Selon TrendForce, TSMC a augment\u00e9 sa part du march\u00e9 mondial de la fonderie pure \u00e0 67,1 % au quatri\u00e8me trimestre de l’ann\u00e9e 24, sur un march\u00e9 qui a augment\u00e9 de 14,1 % d’une ann\u00e9e sur l’autre. L’analyste du march\u00e9 estime que TSMC a gagn\u00e9 2,4 points de pourcentage suppl\u00e9mentaires pour porter sa domination \u00e0 67,1 […]<\/p>\n","protected":false},"author":2,"featured_media":422519,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[888],"tags":[3762,3700],"domains":[47],"ppma_author":[3631],"class_list":["post-475255","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-marche","tag-fonderie","tag-semi-conducteur","domains-electronique-eci"],"acf":[],"yoast_head":"TSMC s'empare des deux tiers du march\u00e9 de la fonderie ...<\/title>\n<meta name=\"description\" content=\"Selon TrendForce, TSMC a augment\u00e9 sa part du march\u00e9 mondial de la fonderie pure \u00e0 67,1 %, sur un march\u00e9 qui a augment\u00e9 de 14,1 % .\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, 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