半导体行业观察·2025-03-10 01:20Core Viewpoint - The article discusses the expected growth of advanced semiconductor production in the U.S. due to investments from Taiwanese and South Korean manufacturers, projecting that by 2030, the U.S. will account for over 20% of global advanced semiconductor output, with a doubling of advanced logic semiconductor capacity compared to 2021 [1][2]. Group 1: U.S. Semiconductor Production Growth - By 2030, the U.S. is projected to have 22% of global advanced logic semiconductor capacity, a significant increase from 2021 [1][2]. - The share of Taiwan in global semiconductor production is expected to decrease from 71% to 58%, while South Korea's share is projected to drop from 12% to 7% [2]. - Since 2020, the U.S. private sector has announced over $500 billion in investments in the semiconductor industry [3]. Group 2: Geopolitical and Economic Factors - The COVID-19 pandemic highlighted semiconductor shortages, prompting countries like the U.S. to attract chip manufacturers to ensure stable supply chains [2]. - Geopolitical tensions, particularly between the U.S. and China, have further motivated investments in domestic semiconductor production [2]. Group 3: Role of Taiwanese and South Korean Companies - TSMC plans to invest an additional $100 billion in the U.S. to build three manufacturing plants and a research center [4]. - The production of necessary memory chips is also shifting to the U.S., with SK Hynix planning to invest approximately $4 billion in Indiana for a high-bandwidth memory factory and a research center [5]. - Taiwanese and South Korean companies are expected to be responsible for the majority of advanced chip production in the U.S., accounting for nearly 70% of U.S. chip investments as of last year [5].