The Foundry Race — the strategy behind it | Stratrix

Company profile

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Type: Company
Analyses: 1
Angles: Boundaries of the Firm

The analyses

The Vertical Play · Boundaries of the Firm

The Foundry Race Is Already Over. The Only Question Left Is Who Pays to Pretend It Isn't.

By Q4 2024 TSMC held 67% of foundry revenue, Samsung had slid to 8.1%, and Intel Foundry posted a $13.4 billion operating loss—nearly double the year before. The contest for the lead is settled. What's left is whether two nations can afford to keep their challengers breathing.