The Projection — a symmetric watercolor butterfly

The Projection

The surface is never the system.

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Gravity

across 4 members — open each for the figure + sources

about Foundry

aggregate of member nodes

Aggregate of 4 member claims — each member's sourced figures are below.


the working

Basis

aggregate of member nodes

Member claims 4

This is an aggregate — its evidence is the members' own claims.

  • TSMC GROSS ~$148B/yr foundry revenue sits under multi-trillion downstream — ~70% global foundry …
  • Samsung GROSS ~$266B/yr group revenue orbits Samsung silicon, but the FOUNDRY slice is small …
  • Intel GROSS ~$53B/yr revenue, but EXTERNAL foundry gravity is tiny (few marquee external …
  • Globalfoundries GROSS ~$6.84B/yr revenue for specialty/mature nodes (auto/defense/RF/IoT); #3 foundry and …

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A claim is one metric we assert about a node — the value is the summary, this page is the receipt. Sourced from kestrel; supersedes-history not yet shown. Back to Foundry.