晶圆厂支出预测：1.5 万亿美元

Group 1 - The core viewpoint of the articles highlights significant growth in semiconductor investments, driven by government subsidies and stable supply chains, with expenditures expected to exceed $1.5 trillion from 2024 to 2030 to meet a market demand valued at over $1 trillion by 2030 [1] - The global server market is projected to grow significantly, reaching over $300 billion by 2030, primarily due to the increasing demand for artificial intelligence workloads [1] - The semiconductor ecosystem is expected to strengthen through close collaboration among fabless companies, foundries, and IP suppliers, emphasizing the importance of supply-side design and transformation [1] Group 2 - The automotive industry is identified as the second fastest-growing sector globally, with an annual growth rate projected at 10.7%, driven by advancements in electric vehicles and autonomous driving technologies [2] - By 2030, hybrid and electric vehicles are expected to account for approximately 50% of total automotive sales, with power semiconductors potentially comprising over 50% of semiconductor costs [2] - The demand for wide-bandgap semiconductors like SiC and GaN is anticipated to increase significantly, with over 60% of automotive power semiconductors expected to utilize these materials by 2030, up from a combined share of 23% currently [2]