The extended definition is referred to as Foundry 2.0 and was, allegedly adopted by TSMC because it puts the company on safer ground if anyone starts monopoly investigations into it because of its near 70% share of the market for fabbing wafers.
Under the Foundry 2.0 definition, Samsung doesn’t even come third. ASE comes third with a 6.2% share and Samsung fourth with 5.9%.
The Q1-Foundry 2.0 market was worth $72 billion compared to $36.4 billion for the traditionally defined wafer fabbing market.
In Q1, Intel gained 0.6 points of Foundry 2.0 :market share but was 0.3 points down y-o-y.
