“Geopolitical shifts are fundamentally changing the semiconductor game,” says IDC’s Helen Chiang, “while immediate impacts might be subtle, long-term strategies are focusing more on supply chain self-reliance, security, and control. The industry operation will move from global collaborations to multi-regional competitions,”
China’s rapid development of mature processes means its proportion of the foundry market will continue to increase, reaching 29% in 2027, an increase of 2% from 2023.
Taiwan’s proportion of the foundry market will fall from 46% in 2023 to 43% in 2027.
The US will make gains in advanced processes, and its share of the foundry market for 7nm and below is expected to reach 11% in 2027.
For assembly and test, IDMs have begun to invest more in the Southeast Asia market, and OSAT companies have begun to shift operations from China to Southeast Asia.
Southeast Asia is projected to play an increasingly important role in the semiconductor assembly and test market, especially in Malaysia and Vietnam.
Southeast Asia’s share of the global semiconductor assembly and test will reach 10% in 2027, while Taiwan’s share will decline to 47% in the same year from 51% in 2022.
Abonnieren fuer regelmaessige Marktupdates.
Bleiben Sie auf dem neuesten Stand der Branchentrends, indem Sie unseren Newsletter abonnieren. Unser Newsletter ist Ihr Zugang zu erstklassiger Marktexpertise.
ChangXin Memory Technologies (CXMT), China's top DRAM supplier, is reportedly preparing to phase out DDR4 products for server and PC use by mid-2026. As the company pivots to DDR5 and high-bandwid
Japan's push to revive its semiconductor manufacturing is hitting speed bumps as major manufacturers expressed cautiousness over operation or expansion amid weak demand outside of AI.According to
The global semiconductor manufacturing industry entered 2025 with typical seasonal patterns. However, looming tariff threats and evolving supply chain strategies are expected to create atypical season
At the TSMC Technology Symposium 2025 on May 15 in Hsinchu, Taiwan, T.S. Chang, VP of Advanced Technology and Mask Engineering at TSMC, announced the company's accelerated fab expansion plans. Pre
Chinese listed semiconductor equipment and materials companies released their 2024 annual financial reports in late April, revealing strong revenue growth but a decline in overall profitability. Despi
The Semiconductor Industry Association (SIA) reports that global semiconductor sales reached USD 167.7 billion in the first quarter of 2025, marking an 18.8% increase compared to the same period last
