Reported 11 months ago
As mature process semiconductor foundries continue to face oversupply pressure, mainland Chinese semiconductor manufacturers, including SMIC and Hua Hong Semiconductor, are actively expanding production capacities to cope with U.S. technology sanctions. By 2025, China is projected to account for approximately 30% of global wafer manufacturing capacity, posing a significant challenge for mature process wafer factories. Taiwanese factories are cautiously preparing for the 2025 market and are striving for differentiation against Chinese counterparts. Overall, the semiconductor industry is expected to stabilize post inventory reduction, yet potential effects of oversupply in China on global industries remain a concern.
Source: YAHOO