可怕的台积电，市占超过73%

Group 1 - The core viewpoint of the article is that the semiconductor market is expected to grow significantly, driven by major players like TSMC, with a projected growth of 20% in the wafer foundry market next year and TSMC's revenue expected to grow by 22% to 26% [2][3] - The global semiconductor market is anticipated to reach $890 billion by 2026, with a growth rate of 11%, and could challenge the $1 trillion mark by 2028 [2] - The computing market is expected to grow by 18%, making it the largest application area for semiconductors, accounting for 46% of the overall market [2] Group 2 - The traditional wafer foundry and non-memory integrated device manufacturing (IDM) markets are projected to grow by approximately 14% by 2026 [3] - The mature process segment is recovering, with capacity utilization expected to remain above 80% due to strong demand from AI data centers [3] - China's wafer foundry capacity is expected to surpass Taiwan by 2028, driven by domestic policies and resource allocation [3] Group 3 - The IC design market in China is projected to surpass Taiwan by 2025, becoming the leader in the Asia-Pacific region [3] - The global packaging and testing market is expected to grow by 11% by 2026, with advanced packaging capacity increasing by 72% [3] - The semiconductor revenue is expected to grow by 22.5% in 2025 and by 26.3% in 2026, reaching $975 billion [5][6] Group 4 - The Americas region is expected to see the most significant growth in semiconductor revenue, with a projected increase of 34.4% [6] - The demand for logic chips is expected to grow by 37.1% in 2025, making it the largest product category in terms of revenue growth [5] - The third quarter of 2025 saw a significant increase in global chip sales, driven by demand for various semiconductor products [7]