Core Viewpoint - The article discusses the future of semiconductor technology, emphasizing the transition from traditional silicon-based materials to two-dimensional (2D) semiconductor materials as a key focus for innovation and development in the industry [2][11][63]. Group 1: Semiconductor Industry Trends - The evolution of advanced process nodes and transistor architectures is leading to a growing interest in 2D semiconductor materials, as traditional silicon-based technologies face physical limitations and increasing costs [2][4][11]. - IMEC predicts that by 2039, 2D materials will become mainstream in semiconductor applications, particularly in the development of the second generation of 2D field-effect transistors (2DFETs) [3][52]. Group 2: Advantages of 2D Materials - 2D materials, such as graphene and transition metal dichalcogenides (TMDs), offer unique electrical properties and the potential for significantly higher transistor densities compared to traditional silicon [5][13]. - The introduction of 2D materials can address challenges related to size scaling and energy efficiency, making them ideal candidates for next-generation integrated circuits [11][12]. Group 3: Market Potential and Growth - The global market for 2D semiconductor materials is projected to reach $1.8 billion by 2024, with graphene accounting for 45% of this market due to its superior conductivity and mechanical strength [15]. - The market is expected to grow at a compound annual growth rate (CAGR) of 24%-26.5% from 2025 to 2030, driven by demand in sectors such as 5G communication, AIoT, and high-performance computing [15]. Group 4: Research and Development Initiatives - Major companies like TSMC, Intel, and Samsung are investing heavily in 2D semiconductor research and development, aiming to transition from laboratory experiments to large-scale production [15][16]. - Research teams are making significant breakthroughs in the fabrication and application of 2D materials, including the development of the first domestically produced 2D semiconductor integrated circuit demonstration line in China [16][19]. Group 5: Challenges in Industrialization - The transition to 2D materials presents several challenges, including the need for compatible substrates, high-temperature growth processes, and maintaining device reliability and consistency [52][58]. - The industry faces hurdles in integrating 2D materials with existing CMOS technology, particularly in achieving low-resistance contacts and effective doping methods [59][60]. Group 6: Future Outlook - The rise of 2D semiconductor materials is not just a technological advancement but also a restructuring of the semiconductor supply chain, with China positioned to leverage its policy support and technological capabilities [63]. - The integration of 2D materials is expected to lead to a new era of electronic systems characterized by high heterogeneity, impacting various fields including information processing and energy conversion [63].