NOWDAY

  1. Where is the Semiconductor Industry Heading in 2025? The semiconductor industry continues to grow, driven by increasing demand from AI, electric vehicles (EVs), and data centers. U.S. CHIPS Act, European and Chinese semiconductor subsidy policies are shaping global market dynamics. The rapid expansion of AI and high-performance computing (HPC) is intensifying competition among semiconductor companies. 2. Key Changes and Competitive Landscape in the Semiconductor Market source : https://wallpaperaccess.com/ The semiconductor industry is divided into foundry (contract manufacturing), fabless (design-focused), IDM (integrated device manufacturing), and memory chip markets . Below is an analysis of the major players in each sector and their future prospects. (1) Foundry Market: TSMC vs Samsung Electronics vs Intel TSMC (Taiwan) : 60% market share, leading the 3nm process, benefiting from rising AI chip demand. Samsung Electronics (South Korea) : Introducing GAA technology, in...