Taiwan Semiconductor And Samsung Electronics Foundry Business Post-SMIC Blockade

seekingalpha.com, Sept. 15, 2020 – Summary

• Taiwan Semiconductor is the de facto foundry company, holding a 57% share in 2020 compared to 15% for Samsung Electronics.
• TSMC's revenue growth between Q1 2019 and Q3 2020 was 60.2% compared to 34.9% for Samsung's foundry sector.
• TSMC receives $3,400 per completed silicon wafer compared to $2,500 for Samsung because of advantages in <7nm nodes capacity.
• A key factor is EUV purchases, and TSMC has 34 systems ordered from ASML through 2020 compared to 19 for Samsung.
• This idea was discussed in more depth with members of my private investing community, Semiconductor Deep Dive. Get started today "

Taiwan Semiconductor is the de facto foundry company, holding a 57% share in 2020 compared to 15% for Samsung Electronics.

TSMC's revenue growth between Q1 2019 and Q3 2020 was 60.2% compared to 34.9% for Samsung's foundry sector.

TSMC receives $3,400 per completed silicon wafer compared to $2,500 for Samsung because of advantages in <7nm nodes capacity.

A key factor is EUV purchases, and TSMC has 34 systems ordered from ASML through 2020 compared to 19 for Samsung.

This idea was discussed in more depth with members of my private investing community, Semiconductor Deep Dive. Get started today "

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