【Acquisition】The restructuring of the global semiconductor industry is imminent
Lansheng technology news, on March 23, #businessKorea issued a document pointing out that the government and private joint huge investment plans aimed at #semiconductor hegemony have been introduced one after another, which will be a reorganization of the world semiconductor industry. At present, the purpose of the alliance is to contain a specific country or multiple countries, but behind the scenes, all countries put the protection or expansion of their own interests as the top priority. Therefore, some people predict that three years later, there will be an unprecedented "game of chickens" in the world semiconductor market.
On the 22nd, according to the industry, global semiconductor companies have invested in the semiconductor industry of South Korea, the United States, EU member states, Japan and other countries, with a total investment of nearly 1,400 trillion won.
Samsung Electronics recently announced that it will invest 300 trillion won ($234 billion) to build five cutting-edge semiconductor factories in Yongin, Gyeonggi-do. In addition, #samsung Electronics is also promoting the construction of three fabs including P4, P5, and P6 in Pyeongtaek, Gyeonggi-do. It is worth mentioning that Samsung Electronics also stated in 2022 that by 2034, it will invest 192.1 billion US dollars (approximately 252 trillion won) to build 11 fabs in Texas, USA.
American semiconductor giant Intel Corporation plans to invest 210 billion US dollars in the global semiconductor field. The company announced that it will invest US$100 billion in Ohio, USA and US$80 billion in Europe to substantially expand production facilities.
From the perspective of the scale of investment in chips by various countries, in the next 20 years, South Korea will invest 567 trillion won, the United States will invest 618 trillion won, the European Union will invest 127 trillion won, and Japan will invest 60 trillion won. This is 1.7 times the global semiconductor market size of US$613.5 billion predicted by the World Semiconductor Trade Statistics Agency (WSTS) in 2022.
Lansheng Technology Limited (https://www.lanshengic.com/) is a global distributor of electronic components that has been established for more than 10 years, headquartered in Shenzhen China, who mainly focuses on electronic spot stocks.
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