日经中文网·2025-03-11 03:00Core Viewpoint - The article discusses the strategic shift of the United States towards enhancing domestic semiconductor production, particularly in advanced logic semiconductors, by attracting investments from Taiwanese and South Korean companies. This shift is driven by economic security concerns and aims to reduce reliance on Asian imports, especially in the context of AI and communication technologies. Group 1: U.S. Semiconductor Market Dynamics - The U.S. share of global semiconductor production has declined from 37% in 1990 to 10% in 2022, but is expected to reverse starting in 2025 [2] - By 2030, the U.S. is projected to capture 22% of the global advanced logic semiconductor capacity, doubling its 2021 share, while Taiwan's share will decrease from 71% to 58% [2][3] - The U.S. is focusing on domestic production of logic semiconductors, particularly for data centers, communications, and military applications, to enhance economic security [2] Group 2: Investments and Developments - TSMC plans to invest $100 billion to establish three advanced logic semiconductor factories in the U.S., along with two advanced packaging facilities and a research base [3] - SK Hynix will invest $4 billion to build an HBM production facility and R&D center in Indiana, USA [3] - The U.S. aims to create a complete production system for AI semiconductors domestically, integrating design, production, and packaging processes [3] Group 3: Geopolitical Context - The geopolitical risks from U.S.-China tensions and the Ukraine conflict have prompted countries to strengthen semiconductor domestic production [4] - Japan is also increasing its support for the semiconductor industry, proposing over 10 trillion yen in public support to enhance AI and semiconductor capabilities by 2030 [3]