TSMC market share up, increases lead

📊Executive Summary
TSMC has solidified its position as the leading global pure-play wafer foundry, increasing its market share to 64.9% in Q3 2024, driven by strong demand for high-performance computing and flagship smartphone products. The company reported a 13% increase in sales, reaching $23.53 billion, while Samsung's market share declined to 9.3% due to competitive pressures and product lifecycle challenges. The report indicates a tight supply for advanced 5nm and 3nm processes, which may impact procurement strategies for companies relying on these technologies. As TSMC continues to expand its production capacity, procurement teams should closely monitor the evolving landscape of semiconductor sourcing and pricing trends....
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