Executive Summary
The global semiconductor industry is undergoing a profound transformation. An unprecedented AI-fueled demand cycle is generating record profits and driving a worldwide fab-building race. This boom is intensified by geopolitical competition and national industrial policies like the U.S. CHIPS Act.
Foundry titans TSMC, Samsung, and Intel are locked in a strategic battle for dominance in the Angstrom era. Meanwhile, innovation is shifting from traditional scaling to advanced packaging and novel materials. This report analyzes these key market forces, corporate strategies, and technological shifts. It provides a strategic outlook on the future of semiconductor manufacturing.
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