人工智能专用半导体
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韩国豪赌半导体:一口气建10做晶圆厂,加码Fabless
半导体行业观察· 2025-12-11 01:23
Core Viewpoint - The South Korean government aims to expand its non-foundry semiconductor industry by tenfold to enhance its global competitiveness and become the world's second-largest semiconductor power, focusing on system semiconductors and advanced technologies [2][4]. Group 1: Investment and Infrastructure - The government plans to invest over 700 trillion KRW by 2047 to establish 10 new semiconductor fabs, creating the largest and most advanced semiconductor industry cluster globally [2]. - Specific investments include 215.9 billion KRW for next-generation memory by 2032, 12.676 trillion KRW for AI-specific semiconductors by 2030, 260.1 billion KRW for compound semiconductors by 2031, and 360.6 billion KRW for advanced packaging by 2031 [3]. Group 2: Ecosystem Development - A core strategy involves strengthening the system semiconductor ecosystem, which has been identified as a weak link, by expanding non-foundry companies to a global level through collaborative structures [3]. - The government plans to establish a 4.5 trillion KRW investment in a 12-inch 40nm foundry to allocate dedicated capacity for domestic non-foundry companies and support prototype production [3]. Group 3: Technological Advancements - The government aims to achieve technological independence in the defense semiconductor sector, which currently relies 99% on imports, by developing comprehensive technologies from materials to design and process systems [4]. - Plans include creating a semiconductor research graduate school to train 300 master's and doctoral students annually, directly involving companies in its establishment and operation [5]. Group 4: Regional Development - The government will designate specialized industrial parks for advanced industries, including semiconductors, in non-metropolitan areas, providing incentives such as flexible working hours and expanded investment subsidies [5]. - A "Southern Semiconductor Innovation Belt" will connect Gwangju (advanced packaging), Busan (power semiconductors), and Gumi (materials and components) to enhance regional capabilities [4].