2023年美国半导体产业状况SIA2024

STATEOFTHEU.S.SEMICONDUCTORINDUSTRY 2|SEMICONDUCTORINDUSTRYASSOCIATION TABLEOFCONTENTS 2 INTRODUCTION 3 CHIPSIMPLEMENTATION 9 WORKFORCEANDMANUFACTURINGINDUSTRIALBASE 11 GOVERNMENTSRACETODEVELOPCHIPINCENTIVES 15 GEOPOLITICALTENSIONS&THESEMICONDUCTORINDUSTRY 16 THEGLOBALSEMICONDUCTORINDUSTRY 18 SEMICONDUCTORDEMANDDRIVERS 20 U.S.INDUSTRYMARKETSHARE 21 U.S.TECHNOLOGYCOMPETITIVENESS 24 U.S.SEMICONDUCTORINNOVATIONPOLICYLANDSCAPE INTRODUCTION SEMICONDUCTORSFORMTHEFOUNDATIONOFTHEDIGITALECONOMY,ENABLINGINNOVATIONSTHATMAKETHEWORLDSMARTER,GREENER,MOREEFFICIENT,ANDBETTERCONNECTED.WITHUPTOTENSOFBILLIONSOFTRANSISTORSONASINGLECHIP,PRODUCINGTHESECOMPLEXDEVICESISAMARVELOFMODERNTECHNOLOGY,MADEPOSSIBLEBYTHESYNCHRONOUSSYNERGYOFHIGHLYADVANCEDRESEARCH,DESIGN,ANDMANUFACTURING. In2023,thesemiconductorindustry’simportancetotheworldcontinuestogrow,aschipsbecomeanevengreaterpresenceintheessentialtechnologiesoftoday—andgiverisetothetransformativetechnologiesoftomorrow.Inall,morethan1trillion semiconductorsweresoldgloballylastyear,atotalsohighthatifyoustackedthemoneontopofanother,theywouldreachhigherintotheskythanthemaximumcruisingaltitudeforcommercialaircraft. Aschipdemandrises,countriesaroundtheworldhavebeenrampingupgovernmentinvestmentstoluresemiconductorproductionandinnovationtotheirshores.In2022,theU.S.governmentsteppeduptomeetthischallenge,enacting thelandmarkCHIPSandScienceActtoprovideneededsemiconductorresearchinvestmentsandmanufacturingincentives.andreinforceAmerica’seconomy,nationalsecurity,andsupplychains. SincetheCHIPSActwasintroduced,companiesfromaroundtheworldhaverespondedenthusiastically,announcingdozensofnewsemiconductorecosystemprojectsintheU.S.totalingwellover$200billioninprivateinvestments.TheseprojectswillcreatetensofthousandsofdirectjobsinthesemiconductorecosystemandwillsupporthundredsofthousandsofadditionaljobsthroughouttheU.S.economy. ImplementationoftheCHIPSActhasbeguninearnestin2023,andSIAseekstoplayaconstructiveroletoensurethenewlawreturnsmaximumbenefitsforAmerica’seconomy,nationalsecurity,andsupplychainresilience. Althoughthefutureholdstremendouspromiseforthesemiconductorindustry,italsopresentsarangeofchallenges.U.S.-Chinatensionscontinuetoimpacttheglobalsupplychain,forexample,spurringnewgovernmentcontrolsonsalesofchipstoChina,theworld’slargestsemiconductormarket.Andothersignificantpolicychallengesremain,includingtheneedtoenactpoliciestoreinforceU.S.leadership insemiconductordesign,strengthentheU.S.semiconductorworkforcebyreformingAmerica’shigh-skilledimmigrationandSTEMeducationsystems,andpromotefreetradeandaccesstoglobalmarkets.Inaddition,whiletheglobalchipshortagehaseased,macroeconomicheadwindsandmarketcyclicalityhavecausedashort-termdownturninsales,whichisprojectedtolingerthroughouttheyear. Despitethesechallenges,thelong-termoutlookforthisfoundationalindustryremainsstrong.That’sbecausemovingforward,theworldwillneedmoreandbettersemiconductorstopowereverythingfromappliancesandairlinerstoautonomouscarsandartificialintelligence.Forsocietytoadvance,sotoomustchiptechnology. In2023,witheffectivegovernmentpoliciesandcontinuedhardworkandingenuityinourindustry,thesemiconductorsectorwillcontinuetogrow,innovate,andbuildabrighterfuturefortheworld. 2|SEMICONDUCTORINDUSTRYASSOCIATION CHIPSIMPLEMENTATION EnactmentoftheCHIPSandScienceActinAugust2022wasanhistoricsteptowardreinvigoratingsemiconductorproductionandinnovationinthe U.S.Thisyear,implementationofthenewlawhasbeguninearnest,andtheU.S.DepartmentofCommercehasmadegreatstridesinthisprocess.TheCHIPSProgramOffice(CPO)releaseditsfirstNoticeofFundingOpportunity(NOFO)inMarch,providingsemiconductorcompanieswiththeinformationneededtosubmitapplicationstoreceiveCHIPSincentivestoconstructorexpandcommercialfabricationfacilities,includingforleading-edgesemiconductors,current-generationandmaturenodes,andback-endmanufacturingprocesses.TheCPOreleasedasecondfundingopportunity forprojectsover$300millioninvolvingthemanufacturingofsemiconductormanufacturingequipmentandmaterialsinJune.Afundingopportunityforsupplychainprojectsbelow$300millionisexpectedinthefall.AfinalNOFOforprojectsinvolvingR&Dfacilitieswillbereleasedinthefall. 2023STATEOFTHEU.S.SEMICONDUCTORINDUSTRY|3 2023STATEOFTHEU.S.SEMICONDUCTORINDUSTRY|3 CHIPSINVESTMENTS TheCommerceDepartmentannouncedthatasofMay2023,ithadreceivedover400statementsofinterest(SOIs)forCHIPSprojects,reflectingtheexpansiveinterestintheCHIPSincentivesprogramacrossthewholesupplychain.SincetheintroductionoftheCHIPSActin2020,dozensofprojectsacross20stateshavebeenannounced,resultinginwellover$200billionofinvestment.Theseprojectswillcreatetensofthousands ofnew,high-qualityjobsintheU.S.semiconductorecosystemalone,aswellashundredsofthousandsofsupportedjobsthroughoutthebroaderU.S.economy.Astheapplicationprocessproceeds,thenumberofannouncedprojectsisexpectedtogrow,supportingthesemiconductorecosystemnationwide. U.S.SEMICONDUCTORECOSYSTEM SemiconductorsEquipmentMaterials UniversityR&DPartner 4|SEMICONDUCTORINDUSTRYASSOCIATION CHIPSIMPLEMENTATION THECHIPSACTI