半导体分析手册系列之一_AI驱动下的晶圆代工新纪元_2025产业格局_技术突破与中国力量_42页_2mb

Wafer foundry is a core semiconductor industry segment where companies outsource wafer manufacturing without designing the chips, focusing on professionalization and cost efficiency. Key developments include AI-driven growth, exacerbated by high demand in AI, HPC, and automotive electronics. Market growth is projected with global wafer fabrication capacity and semiconductor sales increasing significantly, driven by applications like data centers and AI chips. Geopolitical factors, such as US-China tensions, are prompting diversification, with China's foundry firms—like 中芯国际 (leadership in advanced logic), 华虹半导体 (expertise in specialty processes like embedded memory), and emerging players—gaining market share amid challenges like material dependencies and technical gaps. Next-gen trends include TSMC's 2nm GAAFET processes, EUV lithography, and advanced packaging like CoWoS, while investments in China are set to rise. The industry's trajectory supports sustained growth in foundry services, with recommended stocks like 中芯国际, 华虹公司, and 芯联集成 due to AI-related supply demands.