Global Semiconductor Industry Restructuring: Dual-Driven by Regional Competition and Technological Innovation in the Second Half of 2026
Summary In the second half of 2026, the global semiconductor industry is driven by intensifying regional competition and accelerating technological innovation. This article analyzes strategic semiconductor layouts in major regions including the US, China, Europe, Japan, and South Korea, examines technological innovation trends in advanced processes, advanced packaging, and new materials, explores demand changes in application areas such as AI, automotive electronics, and IoT, and examines global semicon
In the second half of 2026, the global semiconductor industry is driven by intensifying regional competition and accelerating technological innovation. This article analyzes strategic semiconductor layouts in major regions including the US, China, Europe, Japan, and South Korea, examines technological innovation trends in advanced processes, advanced packaging, and new materials, explores demand changes in application areas such as AI, automotive electronics, and IoT, and examines global semicon