China is rapidly expanding mature-node chip production at key sites, including SMIC's fabs in Beijing, Shenzhen, Shanghai Lingang, and Xiqing; Hua Hong Semiconductor's phase-two 12-inch fab in Wuxi; Nexchip Semiconductor's N3 facility; and the second-phase 12-inch project by Beijing Yandong Micro Electronic. With these ongoing investments, analysts estimate China's global share of 28nm capacity could exceed 31% by 2027
South Korea's leading substrate manufacturers, Samsung Electro-Mechanics (Semco) and Daeduck Electronics, are preparing to supply crucial components for Tesla's next-generation autonomous taxi, the Cybercab. With production slated to begin in the second half of 2025, both companies are positioned to deliver ABF substrates (FC-BGA) for the high-tech vehicle by the end of 2025
The US-China trade war shows no signs of de-escalation, with recent industry analysis warning that if both sides maintain tariffs exceeding 100%, the global semiconductor market could shrink by 34% by 2026, severely impacting the sector's growth prospects
