According to TrendForce's subsidiary, Topology Industry Research Institute, the wafer foundry industry continued to receive orders and replenish inventory in the first quarter, with total output value estimated to decline by 2% quarter-on-quarter. However, from a full-year perspective, benefiting from a lower base in the same period last year, it is expected to increase by nearly 30% year-on-year. However, the impact of the COVID-19 pandemic on the global market has led to a slowdown in economic growth momentum, and there are variables in demand, which may weaken the growth momentum in the future.

　　In addition, the top three global wafer foundry revenue manufacturers in Q1 remained TSMC, Samsung, and GlobalFoundries, consistent with the ranking in Q4 last year.

　　The report points out that although Q1 2020 was traditionally a slow season, the revenue of most wafer foundries is expected to increase, reflecting expectations of recovery in the semiconductor industry in 2020, increased demand for key developments, and customer inventory replenishment. However, affected by the COVID-19 pandemic, the production schedules of supply chain manufacturers were disrupted, impacting the upstream semiconductor industry. Currently, the order situation for most wafer foundries in Q1 2020 is normal and will not affect the operating performance in Q1 2020. However, considering the uncertainty of the time it takes for the epidemic to subside, the negative effects caused by the epidemic are very likely to be reflected in the Q2 2020 revenue performance.

　　(This article was published in Topology Industry Research Institute)

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