In addition, the top three vendors in Q1 global wafer foundry revenue are still TSMC, Samsung and GF, which is consistent with last year's Q4 ranking.
The report pointed out that although Q1 2020 is a traditional off-season, the revenue estimates of most wafer foundries have increased, reflecting the expectations of the 2020 semiconductor industry recovery, increased demand for key developments, and customer inventory replenishment; However, due to the impact of the new crown pneumonia, disrupting the established production schedule of the supply chain manufacturers, which will impact the upstream semiconductor industry. At present, most of the wafer foundries' orders in 2020 are normal, and will not affect the operation performance of 2020 in Q1. The slowdown time is uncertain, and the negative effects caused by the impact of the epidemic will most likely reflect the Q2 2020 revenue performance.