2025年美国半导体产业现状报告

TABLE OF CONTENTSSECTION 1: AMERICA’S SEMICONDUCTOR ECOSYSTEMECOSYSTEM MAP AND OVERVIEWMANUFACTURINGRESEARCHU.S. INDUSTRY R&D INVESTMENTSDESIGNWORKFORCESECTION 2: AMERICA’S SEMICONDUCTOR SUPPLY CHAINGLOBAL COMPETITIONTRADEEXPORTSSUPPLY CHAIN VALUE ADDED BY COUNTRY AND REGIONSECTION 3: AMERICA’S SHARE OF THE GLOBALSEMICONDUCTOR MARKETU.S. MARKET SHAREGLOBAL SALESDEMAND BY END USESIDEBAR: U.S. SEMICONDUCTORS ENABLE AIPOLICY AGENDA56891012131617181920212223242526 INTRODUCTIONSemiconductors are a marvel of modern technology and thefoundation of our digital world. The chips powering modernsmartphones contain more than 15 billion transistors, each smallerthan a virus and capable of switching on and off billions of times persecond. The semiconductors at the heart of today’s AI data centerscan contain hundreds of billions of transistors, a number so highthat if you counted one transistor per second, it would take morethan 6,000 years to count all the transistors on a single chip.This foundational technology is the hidden forcedriving modern innovation – and a testamentto the wonder of advanced semiconductorresearch, design, and manufacturing.In 2025, semiconductors are not justcomponents in consumer devices – theyare the essential building blocks for thetechnologies shaping America’s future.From artificial intelligence and quantumcomputing to advanced communicationsnetworks and defense systems, chips areat the heart of the competition for globaltechnology leadership in the 21st century.American engineers invented semiconductors65 years ago, and the U.S. semiconductorindustry remains the global leader,commanding just over 50% of global chiprevenues. But as competitors from aroundthe world have sought to challenge U.S.leadership, America’s share of global chipmanufacturing capacity was decliningsharply – from 37% in 1990 to just 10% by2022. If this trend were to continue, the U.S.semiconductor industry would risk fallingback from the forefront of further advancesin manufacturing processing technology,designs and architectures, and materialscritical for developing the next generationof chips that will underpin the technologiesof tomorrow. 42025 STATE OF THE U.S. SEMICONDUCTOR INDUSTRYFortunately, landmark government incentivesand research investments have helped toturn the tide, signaling a renewed nationalcommitment to strengthening U.S. leadership inthis critical sector. And in just a few years, we’veseen a massive return on investment: Over 100projects in 28 states have been announced,totaling over half-a-trillion dollars in privateinvestment. These projects are expected tocreate and support more than 500,000 U.S. jobsand help triple U.S. chipmaking capacity by 2032.Now more than ever, sound governmentpolicies are critical to our industry’s ability togrow and innovate. Decisions in Washingtonand around the world are reshaping the globalsemiconductor landscape. Continued U.S.leadership in chips will depend on advancingsmart tax, research, and workforce policieshere at home, strengthening U.S. supplychains, remaining cost-competitive in globalmarkets, and ensuring trade and nationalsecurity policies are carefully targeted andcalibrated to accomplish their objectiveswithout stifling innovation. The choices madenow will shape not only the future of theindustry, but America’s position in the world.This report provides a snapshot of wherethe industry stands in 2025: the progressunderway, the challenges ahead, and thestakes of getting it right. AMERICA’SSEMICONDUCTORECOSYSTEMSECTION 1 62025 STATE OF THE U.S. SEMICONDUCTOR INDUSTRYU.S. chip manufacturing incentives and R&D investmentsare generating a tremendous return on investment andstrengthening America’s semiconductor supply chains. Butmore work remains to sustain and grow these investments,reinforce U.S. leadership in chip design, and build upAmerica’s semiconductor workforce.The semiconductor industry is one of theworld’s most advanced manufacturing andresearch and development (R&D) sectors.The U.S. Semiconductor Ecosystem Mapdemonstrates the breadth of the industry,including locations conducting R&D,intellectual property and chip design softwareproviders, chip design, semiconductorfabrication, and production by suppliers ofsemiconductor manufacturing equipmentand materials.62025 STATE OF THE U.S. SEMICONDUCTOR INDUSTRYSemiconductor R&D,Design, and ManufacturingEquipment ManufacturingMaterials ProductionUniversity R&D PartnerU.S. SEMICONDUCTOR ECOSYSTEM MAP, 2025Source: SIA, U.S. Semiconductor Ecosystem Map SemiconductorsEquipmentMaterialsR&D FacilityChip DesignPackagingThe Semiconductor Supply Chain InvestmentMap above shows the recent expansionof America’s semiconductor footprint,capturing more than a half-trillion dollarsin recently announced investments forover 100 chip ecosystem projects across28 states. Maintaining a world-leadingU.S. semiconductor research, design,manufacturing, and supplier base is aneconomic and national security imperative.SEMICONDUCTO