晶圆代工，增长17%

Group 1 - The global pure semiconductor foundry industry revenue is expected to grow by 17% year-on-year in 2025, exceeding $165 billion, up from $105 billion in 2021, with a compound annual growth rate (CAGR) of 12% from 2021 to 2025 [1][4] - Advanced nodes such as 3nm and 5/4nm are key drivers of revenue growth, with 3nm node revenue projected to increase by over 600% to around $30 billion by 2025, while 5/4nm node revenue is expected to exceed $40 billion [1][4] - Advanced nodes, including 7nm, are anticipated to contribute over half of the total revenue for pure foundries by 2025, highlighting the industry's focus on cutting-edge technology to support high-end AI smartphones and HPC solutions [1][4] Group 2 - The 2nm process is expected to account for only 1% of total revenue in 2025, but with TSMC's new capacity in Taiwan, it is projected to expand rapidly, potentially exceeding 10% of total revenue by 2027 [3] - The 20-12nm range is expected to remain stable, contributing 7% to total revenue, as some chip applications migrate from mature nodes to advanced nodes [4] - The share of mature nodes, such as 28nm and above, is projected to decline from 54% in 2021 to 36% in 2025, indicating a gradual phase-out of traditional technologies, although revenue is expected to remain stable [4]