美国晶圆厂投资,将超过中国大陆、中国台湾和韩国

半导体行业观察
Oct 09, 2025

公众号记得加星标⭐️,第一时间看推送不会错过。来源:本文编译自日经。国际半导体产业协会 (SEMI) 预测显示,随着人工智能需求的激增以及华盛顿推动本地化生产,美国半导体投资将从2027年起超过主要芯片经济体中国大陆、中国台湾和韩国。2027年至2030年,美国的芯片投资(包括设备和设施建设支出)将大幅增长,部分原因是政策驱动的对先进逻辑芯片和存储芯片的投资。根据行业机构SEMI的预测,今年和明年...

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