6月10日深圳！TrendForce集邦咨询半导体产业高层论坛启幕

Core Viewpoint - The semiconductor industry is undergoing rapid restructuring driven by global tech competition and the AI computing power revolution, with significant focus on wafer foundry, advanced packaging, IC design, memory, and third-generation semiconductors [1][2]. Group 1: Semiconductor Industry Trends - The demand for high-performance chips is ignited by AI models like DeepSeek, leading to intensified competition among wafer foundry manufacturers for advanced processes like 2nm and 1nm [1]. - The mature process sector is experiencing fluctuating capacity utilization due to weak demand in the consumer electronics market [1]. - The competition in the wafer foundry industry is shifting from capacity expansion to ecosystem integration, highlighting regional clustering effects [1]. Group 2: Advanced Packaging and IC Design - Advanced packaging is gaining momentum under the AI wave, with technologies like Chiplet and 3D stacking becoming mainstream [1]. - Manufacturers are accelerating their layouts, making heterogeneous integration capabilities a core competitive factor, although challenges in capacity, cost, and industrial collaboration are emerging [1]. - IC design companies are fully embracing AI, innovating from cloud training chips to edge inference terminals, with a noticeable trend towards collaborative development across packaging, foundry, and design stages [1]. Group 3: Memory and Storage Market Dynamics - The demand for high-performance products like HBM and DDR5 is surging due to the explosion of AI and data centers, while the enterprise SSD market continues to expand amid digital transformation [2]. - Emerging fields such as smart vehicles and humanoid robots are creating differentiated storage solution demands [2]. - However, memory prices are experiencing significant volatility due to international circumstances and weak consumer electronics demand, leading to future uncertainties [2]. Group 4: Third-Generation Semiconductors - Breakthroughs in silicon carbide (SiC) for electric vehicles and AI server power supplies, along with innovations in gallium nitride (GaN) for fast charging and humanoid robot joint drives, are resonating in the market [2]. - The global third-generation semiconductor industry is transitioning from laboratory experiments to large-scale applications, with strategic value in the context of AI computing power potentially reshaping the power semiconductor market landscape [2]. Group 5: Upcoming Industry Forum - TrendForce will hold the 2025 Semiconductor Industry Forum in Shenzhen on June 10, 2025, featuring senior analysts discussing the current state and future of the semiconductor industry [3][4]. - The forum aims to provide strategic planning insights and a platform for in-depth exchanges among industry leaders [3].