On March 14th, TrendForce Consulting released a report today stating that in the fourth quarter of 2022, the output value of the top ten wafer foundries experienced the first recession in 14 quarters, with a month-on-month decrease of 4.7% to approximately $33.53 billion. In the face of traditional off-season and uncertainty in the overall environment, it is expected that the decline in the first quarter of 2023 will be deeper.

        The report indicates that the sluggish peak season and customer inventory correction continue to affect the revenue performance of various businesses in the fourth quarter:

•  Despite the support of stocking demand for new iPhones and Android devices, TSMC's revenue in the fourth quarter decreased by 1.0% month-on-month to approximately $19.96 billion (currently approximately 138.522 billion yuan), while its market share rose to nearly 60%.

•  Samsung has some momentum in purchasing new iPhone and Android machine parts, slightly offsetting the gap between customer correction and the loss of advanced manufacturing orders. In the fourth quarter, revenue decreased by about 3.5% month-on-month to $5.39 billion (currently about 37.407 billion yuan).    

•  In the fourth quarter, UMC's capacity utilization ratio and wafer shipments fell simultaneously, with revenue of approximately $2.17 billion (currently approximately RMB 15.06 billion), a decrease of 12.7% compared to the previous quarter.

•  Global Foundries benefited from the increase in average wafer sales unit price, product mix optimization, and non wafer related revenue. In the fourth quarter, its revenue continued to increase by 1.3% month-on-month to $2.10 billion (currently around 14.574 billion yuan), making it the only manufacturer with positive revenue growth, and its market share also rose to 6.2%.

•  SMIC wafer shipments fell along with sales unit prices, resulting in a quarter-on-quarter decrease in revenue15.0%, approximately $1.62 billion (currently approximately RMB 11.243 billion).

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