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Sravan’s Substack
Sravan’s Substack
1Q23 Semiconductor Foundry Market Analysis, 2Q23 and 2023 Outlook, Wafer Shipments, ASPs, Revenues, Margins, CapEx, Vendor Analysis and Profit Share
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1Q23 Semiconductor Foundry Market Analysis…

Sravan Kundojjala
May 21, 2023
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Sravan’s Substack
Sravan’s Substack
1Q23 Semiconductor Foundry Market Analysis, 2Q23 and 2023 Outlook, Wafer Shipments, ASPs, Revenues, Margins, CapEx, Vendor Analysis and Profit Share
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Inventories Took a Toll on Foundries; TSMC and Samsung Take 73% Revenue Share

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Huan-Lin Chang's avatar
Huan-Lin Chang
May 21, 2023

Took a ‘toll’ in 1st paragraph

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Sravan Kundojjala
May 22, 2023

Thanks, Huan-Lin. I corrected it along with the charts. Now margins and Capex chart appears.

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