公众号记得加星标⭐️，第一时间看推送不会错过。 来源 ： 内容来自 money，谢谢 。 过去，当全球化浪潮高涨，中国台湾产业多以成本为导向，向劳力便宜、生产成本低的地区进行布 局。然而，地缘政治风险升高，全球供应链重组成为趋势，"地球不再是平的"，中国台湾的产业策略 也随之转向，更注重生产韧性、市场贴近与终端应用的回应能力。 中国台湾半导体产业在全球有关键地位，根据工研院IEK Consulting统计，台湾半导体产业2024年 总产值达1,656亿美元，全球市占约20.3%。其中晶圆代工市占高达68.8%，封测产业市占49%，皆居 全球领先地位。在IC设计也有重要实力。然而，台湾在半导体上游（如设备、材料）与下游应用端仍 有提升空间，也凸显强化市场分工与合作的重要性。 全球高达83%的AI芯片来自中国台湾半导体代工制造，特别是7纳米以下先进制程领域，更是台湾厂 商重点布局项目。这使台湾在高性能运算、数据中心与边缘计算等应用场景中扮演不可或缺的核心。 回顾中国台湾半导体发展，不仅是科技突破，更是政策、人才与企业三者长年累积的成果。自1980年 代起，台湾积极打造科技园区、发展专业技术教育，建构起完整产业体系 ...

Core Viewpoint - Samsung has delayed the production plans for its Texas Taylor factory due to insufficient customer demand and misalignment with current semiconductor technology needs [1][2]. Group 1: Investment and Expansion Plans - Samsung initially invested $17 billion in the Taylor factory, which is set to double to $44 billion by 2024, including the construction of an advanced facility and expansion of R&D efforts [1]. - The factory's construction is reported to be 92% complete as of March 2024, with the completion date pushed from the original schedule to October [1][2]. Group 2: Market Demand and Competition - The originally planned 4nm process node for the factory is facing low demand, leading to a shift towards a more advanced 2nm process to compete with TSMC and Intel [1][2]. - TSMC currently holds a dominant position in the global foundry market with a market share of approximately 68%, while Samsung's market share stands at 7.7% [2]. Group 3: Challenges in Production and Technology - The transition to 2nm manufacturing involves significant costs and complexities, including the need for advanced equipment like EUV lithography machines [3][4]. - Samsung's chip manufacturing division is reportedly facing yield issues, which has led to the recall of key personnel and limited on-site staff [4]. Group 4: Geopolitical and Market Dynamics - Geopolitical changes and U.S. restrictions on high-end chip production in China have added pressure on Samsung, resulting in lower capacity utilization compared to industry averages [4]. - Despite the challenges, Samsung aims to continue the construction of the Taylor factory by 2026, as operationalizing the facility is crucial for accessing funding from the CHIPS Act [5].