“It will take several years to lay the foundation for the business, but in the end, the top three will also be established.”
The semiconductor consignment production (foundry) market, which is booming due to a surge in demand, is expected to reach 100 trillion won this year. With Intel’s declaration of entry into the foundry market, there are also observations that a change will occur in the composition of TSMC-Samsung Electronics’Second Power’.
Market research firm Counterpoint Research on the 26th predicted that the foundry market will reach 90 billion dollars (100 trillion won) in 2021.
Vice President Neil Shah said, “As the COVID-19 pandemic continues, demand for semiconductors has increased unprecedentedly.” Explained.
In this situation, the news that Intel invested 22 trillion won to enter the foundry business caused a big repercussion in the market.
Vice President Neil Shah said, “In the context of the intensifying economic cold war, Intel and the US government are trying to lead a new era in advanced computing and other fields by taking advantage of the current severe supply and demand imbalance as an opportunity.”
In the current foundry market, TSMC holds the No. 1 position with an overwhelming share of close to 60%, followed by Samsung Electronics (15%), UMC (8%), and Global Foundry (7%).
Counterpoint predicted that when Intel enters the foundry market, a’three-party confrontation’ with TSMC and Samsung will be formed.
Researcher Lim Soo-jeong said, “It will take more than 3 years for Intel to lay the foundations of the business, but it has sufficient technology and potential to form a three-party battle with TSMC and Samsung.” “This is because new technologies such as Tidcar require more semiconductors, so there is a clear demand layer.”
“Intel’s entry into the foundry seems to revisit Samsung’s move a few years ago. Intel will expand its business starting with US companies.”