据参考消息援引台媒9月30日报道，美国商务部长卢特尼克近日接受采访时，抛出对台湾半导体产业极具压力的"芯片五五分"构想，主张美国应将目前高 度依赖台湾的芯片产能分摊一半回到美国，以降低美国安全风险。 消息曝光后，台湾政坛与舆论反应强烈，批评此举是"豪夺""极限施压"，大批网友更怒吼呛美方："怎不去抢！" 另据韩国媒体28日爆料，台积电和三星在美国的芯片工厂正面临大麻烦。特朗普政府新招频出，全球半导体企业冒着亏损的风险，硬着头皮在美国建厂， 可谓哑巴吃黄连。如果这种情况持续，在美国生产芯片不如缴纳关税。 台积电、三星在美工厂各有各的麻烦 据路透社9月26日报道，多名知情人士透露，美国政府正在研究一项新关税方案，拟对进口电子设备按照所含芯片数量征收关税，以推动制造业回流。该 计划由美国商务部设计，拟对进口产品征收相当于该产品芯片含量估算价值一定比例的关税。 《华尔街日报》同一天也爆料，为降低美国对海外芯片的依赖，特朗普政府还考虑要求芯片企业在美国本土生产的芯片数量，必须与其从海外进口的芯片 数量保持相当。若长期不能保持这一1:1的比例，有关企业将面临关税处罚。知情人士称，美国商务部长卢特尼克已与半导体行业高管讨论 ...

每日晨报│2025 年 9 月 25 日 主要市场指数表现 收市价 上个交易日升 YTD 升跌 恒生指数 26,518 +1.37% +32.20% 恒生科技指数 6,323 +2.53% +41.52% 国企指数 9,442 +1.64% +29.54% 沪深 300 4,566 +1.02% +16.04% 上证综合指数 3,853 +0.83% +14.97% 深证成份指数 13,356 +1.80% +28.24% 中小板指 8,297 +2.21% +30.00% 道琼斯指数 46,121 -0.37% +8.41% 标普 500 指数 6,637 -0.28% +12.86% 纳斯达克指数 22,497 -0.33% +16.50% 伦敦富时指数 9,250 +0.29% +13.18% CAC40 指数 7,827 -0.57% +6.05% DAX 指数 23,666 +0.23% +18.87% 主要货币表 | | 汇率 | 1M 升跌 | 6M 升跌 | | --- | --- | --- | --- | | 人民币指数 | 96.360 | +0.20% | -2.48% | | 美汇指 ...

Core Viewpoint - The etching silicon components are essential consumables in wafer manufacturing, with silicon electrodes and silicon rings being the primary products. The shift from traditional etching methods to plasma etching has improved product yield and quality due to the superior properties of silicon materials compared to ceramics [1][3][4]. Industry Status Analysis - The etching silicon components industry is highly concentrated, with over twenty manufacturers globally, primarily located in the US, South Korea, and Japan. Key players include Silfex Inc., Hana Materials Inc., and Mitsubishi Materials. The Chinese market is rapidly growing, with local companies like Ningxia Shunyu Juxin and Jinzhou Shengong Semiconductor entering the field [3][4]. Product Lifecycle - In the international supply chain, silicon components are in the "mature phase," while in the Chinese market, they are still in the "introduction phase." The products are characterized by a wide variety and small batch sizes, with consumption depending on the types of plasma etching machines and manufacturing processes used by integrated circuit manufacturers [4]. Technology and Application - As advanced processes move towards 3 nm and below, the requirements for silicon components' purity, crystal orientation uniformity, and surface roughness are increasing. Mainstream products need to achieve over 9N purity, with metal ion contamination controlled at the ppb level. The demand for large-sized silicon rings and electrodes (300 mm and above) is rising, with some companies researching 450 mm components for future wafer size evolution [5][19]. Supply Chain Dynamics - Geopolitical factors are driving regions like Europe, the US, Japan, and South Korea to accelerate local production to reduce reliance on single supply sources. Chinese manufacturers are also capturing market share, although they face technical challenges in high-purity and large-size products. Future trends indicate a shift towards higher purity and more complex structures in silicon components [6][20]. Global Market Scale - The global market for etching silicon components is projected to reach $1.727 billion by 2024 and $2.771 billion by 2031, with a CAGR of 7.27% from 2025 to 2031. The Chinese market is expected to grow from $176 million in 2024 to $349 million by 2031, increasing its global market share from 10.24% to 12.6% [11][12]. Regional Market Insights - North America is the largest consumer market, accounting for 24.77% of the market share in 2024, followed by Japan, Taiwan, and South Korea. The Chinese market is anticipated to grow the fastest, with a CAGR of approximately 10.33% from 2025 to 2031 [13][14]. Production Insights - North America, South Korea, and Japan are the top three production regions, holding 51.4%, 19.15%, and 18.73% of the market share in 2024. China's share is expected to increase from 7.5% in 2024 to 12.55% by 2031 [14]. Product Type Distribution - In 2024, silicon rings and silicon electrodes are projected to hold 53.1% and 46.9% of the market share, respectively. OEM customers are expected to account for about 68% of the market, with a CAGR of 7.22% in the coming years [15][16]. Competitive Landscape - The core manufacturers in the global etching silicon components market include Silfex Inc., Hana Materials Inc., and Mitsubishi Materials, with the top ten manufacturers holding over 90% of the market share in 2024 [16].