美日争相发展半导体 研调：2030年美国先进产能估占全球28%

Core Insights - The global semiconductor industry is experiencing regional diversification in production capacity due to geopolitical factors, with the U.S. expected to account for 28% of global advanced process capacity by 2030 [1] Group 1: Semiconductor Industry Developments - The semiconductor industry is recognized as a critical strategic resource, with the U.S. actively promoting domestic semiconductor manufacturing while China, Japan, the EU, and India are also strengthening their semiconductor sectors [1] - TSMC is continuing to deepen its presence in Taiwan, contributing to further growth in the Taiwanese semiconductor industry [1] Group 2: Capacity Growth Projections - IDC forecasts a compound annual growth rate (CAGR) of approximately 2.8% for Taiwan's wafer foundry capacity from 2025 to 2029 [1] - The U.S. is expected to see a CAGR of 8.4% in wafer foundry capacity due to TSMC's expansion in Arizona and increased capital expenditures from Samsung and Intel [1] - Japan's wafer foundry capacity is projected to grow at a CAGR of 10% due to TSMC's expansion in Kumamoto and contributions from Rapidus [1] - The EU's wafer foundry capacity is anticipated to grow at a CAGR of about 6.3% [1] Group 3: China's Semiconductor Landscape - Due to restrictions on advanced process equipment, China is focusing on expanding its mature process capacity, with projections indicating that by 2030, China's mature process capacity may account for 52% of the global total, surpassing Taiwan's 26% [2]