In recent years,SemiconductorsThe industry is changing with each passing day, and the international competition is fierce. The US has frequently intervened in the worldChipsmarket, the implementation of restrictive measures, but also carried out a seriesChipssubsidy program, trying to reinventSemiconductorsPattern. However, this tense confrontation situation under the mainlandChipsOn the contrary, the industry is booming and has embarked on a remarkable development path. Now, the US move to allocate $12 billion in emergency funds has aroused widespread attention and speculation from the outside world. This article will delve into this global worldSemiconductorsThe pattern of the industry is changing, and the continent is analyzed from multiple perspectivesChipsthe rise of the industry, and the challenges and dilemmas of the United States and other countries along the way.
The U.S. has recently faced a series of concernsSemiconductorsSignificant challenges for the industry. In recent years,United States**Frequently involved in the worldSemiconductors**, with a global impact through restrictive measures and export controls, among other meansSemiconductorsThe competitive landscape of the market. However, this intervention failed to improve the United StatesChipscapacity, on the contrary, prompted the mainlandChipsThe rapid development of the industry. Recently, the United States had no choice but to allocate $12 billion for subsidies, and foreign media have been discussing this, believing that the United States can no longer sit still. This move shows that the United States is inSemiconductorsThe dilemma in the field is already relatively obvious, and action is urgently needed to deal with the fierce international competition.
With worldwide exclusivityWafersOEMThe announcement of the 2023 TOP10 ranking of the market, the United States in the worldChipsThe position in the industry is becoming more and more awkward. Statistics show that in the global exclusiveWafersOEMIn the field, Chinese manufacturers occupy an obvious dominant position, including TSMC and other Taiwanese companies in ChinaSMIC, Huahong Group and other Chinese mainland enterprises have been on the list. In particular, TSMC has a market share of 66%, ranking firmly in the worldWafersOEMThe first in the industry. In contrast, only one company in the United States, GF, made the list, with a market share of only 658%, showing its backward trend. In addition,SMICThe gap between GF's market share and GF is not large, indicating that China is expected to achieve a leading position.
FaceSemiconductorsThe pressure of the industry,United States**Emergency subsidy measures had to be introduced. Recently, the United States has been on the majorSemiconductorsCompanies subsidized, including $1.5 billion for GF and $500 million for the state of New York to support local development. In addition, the United States also plans to ...IntelProvide subsidies of up to $10 billion. Nonetheless, the U.S. subsidy has failed to change the current international competitive landscape, as the funds are relatively small and flow mainly to the current home countryWafersfactory, which frustrated foreign businesses and led to the rebuilding of the United StatesSemiconductorsIndustrial planning is facing difficulties.
The United States is inSemiconductorsThe field faces many challenges and dilemmas. AlthoughUnited States**Attempts to promote the development of local industries through subsidy schemes have failed to achieve the desired results. At the same time, U.S. partners and competitors have also stepped up subsidies, and Japan has been particularly prominent in this regard, subsidizing TSMC's factories in Japan by subsisting subsidy. In this situation, the United StatesSemiconductorsThe future development prospects of the industry are not optimistic, and it is urgent to improve its competitiveness in all aspects to maintain its global competitivenessSemiconductorsposition in the industry.
ContinentalChipsThe industry has risen rapidly in recent years and has shown a strong momentum of development. In the face of international competition and challenges, the mainlandChipsEnterprises bravely climb new heights, through innovation andInvestmentsContinuously improve their own strength, and gradually in the worldSemiconductorsoccupy an important position in the market. From mature process to advanced process, continentalChipsThe industry is developing by leaps and bounds, helping China become a global leaderChipsThe mainstay of the manufacturing industry.
ContinentalWafersThe industry is booming and is gradually emerging. According to public data, there are currently 44 in the mainlandWafersfactory, and there are 37 at the same timeWafersFactories are under construction or planning, accounting for 43% of the world's total. In 2024 alone, 18 new ones are expectedWafersThe plant was put into operation, on the mainlandWafersThe monthly production capacity of the factory is expected to reach the first in the world, accounting for as much as 287%。This data shows that the continent is inWafersStrong strength and great potential in the industry for the worldChipsThe dynamics of the market have brought new influences.
Continental is developing rapidly in the field of mature processes and occupies a significant market share in the world. According to data from European research agencies, Continental's market share in the global mature process segment has reached 25% and is expected to further grow to 35% in 2027. This means that Continental's competitiveness and influence in the field of global mature processes continue to increase, and it has become a global companyChipsAn important force to be reckoned with in the industry.
ContinentalChipsThe industry has made major breakthroughs in advanced manufacturing processes and achieved a series of milestone achievements. Last year,HuaweiSuccessfully launched the self-developedKirinChips, after testing, it is believed that it is produced by mainland industries7nmprocess. Recently, foreign media have reported that the mainland is about to achieve 5nmChipsThis news has attracted widespread attention. This rapid technological progress and breakthrough shows that Continental has great potential for development in the field of advanced manufacturing processes for itself in the worldChipsThe competitive position in the market lays a solid foundation.
By passingSemiconductorsThe observation and analysis of the adjustment of the industry pattern can be seen in the mainlandChipsThe industry is in an increasingly advantageous position in international competition. At the same time, the dilemmas and challenges faced by the United States in this game have become more and more prominent. ContinentalChipsThe industry relies on continuous innovation andInvestmentsIt has gradually achieved the recognition of the global market and demonstrated strong competitiveness. GloballySemiconductorsIn the context of the continuous development of the industry, the mainland will continue to accelerate technological research and development and industrial upgrading to help China become a global leaderChipsA leader in the manufacturing industry. In the future development, the continentChipsThe industry will continue to face many challenges and opportunities, and it will need to achieve more robust and sustainable development through unremitting efforts and cooperation.