2026年美国半导体产业现状报告 STATE OF THE U.S. SEMICONDUCTOR INDUSTR

2026SEMICONDUCTOR

INDUSTRY12026STATE

OF

THE

U.S.

SEMICONDUCTOR

INDUSTRY·

TABLE

OF

CONTENTS

·5SECTION

1:

THE

GLOBAL

SEMICONDUCTOR

MARKET6

GLOBAL

SEMICONDUCTOR

SALES7

U.S.

MARKET

SHARE8

DEMAND

DRIVERS9

AI

IS

BUILT

ON

SEMICONDUCTORS10

SECTION

2:

THE

U.S.

SEMICONDUCTOR

ECOSYSTEM12NEW

SEMICONDUCTOR

INVESTMENTS

IN

AMERICA13AMERICAN

SEMICONDUCTOR

RESEARCH16THE

DOMESTIC

SEMICONDUCTOR

WORKFORCE17SECTION

3:

THE

SEMICONDUCTOR

SUPPLY

CHAIN18THE

SEMICONDUCTOR

TRADE

-

CRITICAL

TO

U.S.TECHNOLOGY

LEADERSHIP20SUPPLY

CHAIN

CHALLENGES21

POLICY

PRIORITIES202STATEOFTHE

U.S.

SEMICONDUCTOR

INDUSTRY3In2026,chiptechnologyis

progressingata

breathtaking

pace,

propelled

by

cutting-edgesemiconductorresearch,design,andmanufacturing.The

transistors

embedded

inmodern

semiconductors

are

sotinythatthousandswouldfitacrossthewidthofasinglehuman

hair.

As

technologycontinues

to

advance,semiconductors

aredeliveringgreaterefficiencyandperformance

across

the

economy

andunleashinginnovationsthatwilldefineAmerica’s

economic

strength,nationalsecurity,and

global

competitiveness

in

thedecadesahead.Demand

for

semiconductors

has

increasedsharply

over

the

last

couple

years,

withglobalchipsalesprojectedto

exceed

$1.5

trillionthisyearforthefirsttimeever.Semiconductorsaretheenablingtechnology

for

artificial

intelligence(AI),which

isreshapingoureconomyandsociety,

making

entireindustriesmore

productiveandinnovative,anddrivingmajorscientificbreakthroughs.The

full

range

ofsemiconductortechnologiesenableAI—fromadvancedlogictomemory

to

analog/foundational

chips.A

single

AI

server

rackcontains

over4,500packaged

chips,accounting

for95%

of

its

value.A

singlehyperscale

data

center

houses

5,000ormoreservers,contributingtohistoricdemandforsemiconductortechnologies.Beyond

AI,chips

power

a

range

of

otherend

uses,including

communications,transportation,consumerelectronics,

industrialapplications,andothers.Given

the

growth

of

the

semiconductorindustry—

anditsstrategicimportancetobotheconomicsecurityand

nationalsecurity

—

policymakers

should

advanceinitiativestocementAmericanleadershipin

chip

technology.Promoting

smart

tax,research,workforce,trade,and

nationalsecuritypolicieswillbevitaltostrengthening

U.S.semiconductor

capabilities,reinforcing

our

supply

chains,and

enabling

the

nextgenerationoftechnologicalbreakthroughs.Thisreportprovides

asnapshot

of

thesemiconductor

industry

landscape

in

2026:the

progress

underway,the

challenges

thatlie

ahead,and

the

imperative

of

sustainingU.S.leadershipin

this

foundationaltechnology.Semiconductors

arethe

nerve

center

of

our

digitalworld

andthe

foundation

of

the

AI

revolution.202STATEOFTHE

U.S.

SEMICONDUCTOR

INDUSTRY4INTRODUCTION202STATEOF

THE

U.S.

SEMICONDUCTOR

INDUSTRY5SECTION

1THE

GLOBAL

SEMICONDUCTORMARKETSECTION1:THE

GLOBAL

SEMICONDUCTOR

MARKETSalesoflogicchips

totaled

$299.5

billionin2025,increasing

by38.8%

year-on-year,makingitthelargestsemiconductor

productcategorybysales.

Memoryproducts

weresecondinsalesat$230.0

billion

in

2025,

a39.0%

salesincreaseover2024.Foundationalchipsalesremainconstrained,with

salesdown5.2%

in2025compared

to

theirhighest

revenue

total

in2022.

Foundationalchipsalesvolume,however,

increasedmodestly

at6.3%

in2025compared

to2024.Regionally,annualsalesin2025

were

up

inAsia

Pacific/All

Others(45.4%),the

Americas(31.4%),China(17.9%),and

Europe

(6.7%),but

were

down

in

Japan

(-4.3%).Globalsemiconductorsalesreached$795.6billion

in2025,far

exceeding

initialforecasts

and

setting

a

record

for

theindustry.TheWorldSemiconductorTradeStatistics(WSTS)organizationprojectsworldwide

semiconductor

industry

sales

will

increase

dramatically

to$1.5trillion

in2026,marking

the

first

time

industry

sales

exceed$1trillion

and

representing

growth

of90%from2025.ChipsenablingAIandotheradvancedapplicationswereanoverwhelmingdemanddriverforsemiconductorsalesin2025,atrendexpectedtocontinueinthecomingyears.2001200320052007200920112013201520172019202120232025Source:WSTS,

Bluebook'26

Projected,$1.5

T'25,$796BGLOBALSEMICONDUCTORSALES202STATEOF

THE

U.S.

SEMICONDUCTOR

INDUSTRY6$1.6

T$1.2T$800B$400B$0GLOBAL

SEMICONDUCTOR

SALES,

2001-2025USD6%6%7%7%53%U.S.MARKET

SHARESincethe

late1990s,

U.S.-headquarteredcompanies

have

maintained

the

top

positioninglobalchipsales.The

U.S.

industry

reachedsales

of$425billion

in2025,

representing53.4%

oftotalglobalsalesandthe

highestU.S.

marketsharesince1984.U.S.companiescontinuetocompeteat

thehighest

level

across

the

full

innovation

stack,including

R&D,chipdesign,andadvancedmanufacturing.This

leadership

drives

avirtuous

cycle

of

innovation:global

salessuccess

enables

robust

reinvestment

inR&D,fueling

next-generation

technologicalbreakthroughs,in

turn

driving

continued

U.S.

semiconductorleadership.AmericasKoreaEUJapanTaiwanChina21%Source:WSTS,Gartner,Omdia,andSIA

estimates202STATEOF

THE

U.S.

SEMICONDUCTOR

INDUSTRY7GLOBAL

MARKET

SHARE

BY

COMPANY

HQ,

2025SECTION1:THE

GLOBAL

SEMICONDUCTOR

MARKETDEMANDDRIVERSInnovationinthesemiconductor

industryenablesthetransformativetechnologiesofthefuture.

Inturn,

demand

forinnovative

newtechnologies—AI,

5G/6Gcommunications,quantumcomputing,industrialautomation,robotics,

healthcaredevices,advanceddefensesystems,

andmany

more—

drivesevengreater

demand

forchiptechnologies.Semiconductor

sales

boomed

in2025

due

toAIinfrastructurebuildoutandothercomputeend-uses,suchaspersonal

computersandworkstations.

End-usesharebyrevenue

grewby

more

than10%

for

computers

and

AIapplications,signalingstronggrowthforthe

future.According

to

a

recent

SIA-Deloitte

report,tomeet

global

demand

for

new

AI

applications,governmentandindustrywillinvest

acumulative

total

of

over$4trillion

in

new

datacenter

infrastructure

through2028,of

which

up

to$2.8trillion

will

be

spent

on

semiconductors.

In

addition,annual

revenue

for

semiconductorsdeployed

in

AI

data

centers

could

reach

over$1.2trillion

in2028,a

nearly

tenfold

increaseover

four

years.Evenassemiconductorsalesforcommunications,auto,consumer

electronics,industrial

applications,and

government

endusesgrewinvaluein

2025,

each

accounted

for

asmaller

share

of

overall

semiconductor

sales

duetotheexplosivegrowthinsemiconductordemand

from

AI.

2024

2025Source:WSTS,

End-UseSurvey,

variousyears202STATEOF

THE

U.S.

SEMICONDUCTOR

INDUSTRY845.5%35%TOTAL

GLOBAL

DEMAND

SHARE

BY

END

USE,2024-202533%28.7%Government

1%

0.9%SECTION1:THE

GLOBAL

SEMICONDUCTOR

MARKET13%IndustrialApplications10.9%10%PC/Computers/AI8%Consumer

Electronics7%7%CommunicationsAutomotiveAI

ISBUILTONSEMICONDUCTORSWithout

semiconductors,there

would

be

no

AI.Today’s

AI

systems

are

built

on

decades

ofinnovationacrosstheentiresemiconductorecosystem.Aschip

technologies

continuetoadvance,AI

will

become

more

capable,energy-efficient,and

cost

effective.

Stronger

AI,

inturn,will

helpimprovechipdesign,optimize

manufacturing,

and

drive

even

more

demand

for

thebroad

rangeofsemiconductorsthat

enable

AI.Chipsprovidethebasehardware

layerunderpinning

modern

AI

systems

and

comprise

asignificant

portion

of

the

overall

value

in

a

modern

AI

server.According

to

a

recent

SIA-Deloitte

report,within

a

modern

data

center

a

single

AI

server

rack

contains

over

4,500packaged

chips

encompassing

the

full

range

of

chip

technologies,

including:•Advanced

logic

chips,such

as

AI

accelerators,

application-specific

integrated

circuits(ASICs),field-programmable

gate

arrays(FPGAs),central

processing

units

(CPUs),

dataprocessing

units(DPUs),and

networking

chips;•Memory,suchas

high-bandwidth

memory

(HBM),

dynamic

and

static

random-accessmemory(DRAMandSRAM),andnon-volatileflash

memory

(NAND);

and•Analog/foundationalchips,suchas

power

chips,

transceivers,

controllers,

and

sensors

thatenableefficientenergydeliveryandseamlessinterconnectionwithinAIservers

andacrosssystems.Semiconductors

account

for

more

than95%

of

a

leading

AI

server

rack’s

content

value

andmore

than50%of

the

total

capital

expenditures

required

for

building

and

operating

an

AIdata

center.As

AI

continues

to

scale,the

ability

to

secure,

design,

and

integrate

thesemiconductorcomponentsthatcompriseAIinfrastructurewillbejustascriticalasthe

computeitself.To

promote

continued

American

leadership

in

semiconductor

and

AI

technologies,policymakers

should

adopt

pro-investment,pro-innovation,and

pro-trade

policies

tostrengthen

semiconductor

research,design,and

manufacturing.Chips

represent95%

ofanAI

server

rack'svalueand50-70%

oftotalcapitalexpenditures(CapEx)for

an

AI

datacenter,dependingonthe

data

center'sspecializationSource:SIA/Deloitte202STATEOF

THE

U.S.

SEMICONDUCTOR

INDUSTRY9SECTION1:THE

GLOBAL

SEMICONDUCTOR

MARKETSEMICONDUCTORS

UNDERPINAI202STATEOF

THE

U.S.

SEMICONDUCTOR

INDUSTRY10SECTION

2THE

U.S.SEMICONDUCTOR

ECOSYSTEM本报告来源于三个皮匠报告站（）,由用户Id:349461下载,文档Id:1285700,下载日期:2026-08-07SECTION

2:THE

U.S.

SEMICONDUCTOR

ECOSYSTEMThe

U.S.

semiconductor

industry

is

one

oftheworld’s

most

advancedmanufacturing

and

R&D

sectors.

The

U.S.

Semiconductor

EcosystemMap

below

demonstratesthe

breadth

ofthe

industry,

showcasing

current

U.S.

locations

for

semiconductor

R&D,

intellectual

property

and

chipdesign

software

providers,

chip

design,

semiconductor

fabrication,

andmanufacturing

by

suppliers

of

semiconductor

manufacturing

equipmentand

materials.●Semiconductor

R&D,Design,andManufacturing●

Equipment

ManufacturingThe

semiconductor

ecosystem

ispervasiveinAmericaand

can

befound

inthevastmajorityof

U.S.

states.

Fromearly-stage

research

and

design

tomanufacturing,equipment,and

materials,

each

part

of

the

value

chain

plays

a

criticalroleinensuringthe

U.S.

can

develop,produce,and

deliver

the

semiconductorsnecessary

to

meet

growing

downstreamcustomer

demand.Maintaining

and

growing

this

ecosystem

inAmerica—

whilealsoworkingtostrengthencomplementary

supply

chains

in

allied

andpartnercountries—isessential

to

sustaining

U.S.technology

leadership,strengtheningsupply

chain

resilience,and

supportingeconomic

and

national

security.●

Materials

Production University

R&D

PartnerSource:SIA,U.S.Semiconductor

Ecosystem

Map202STATEOF

THE

U.S.

SEMICONDUCTOR

INDUSTRY

11U.S.SEMICONDUCTOR

ECOSYSTEM

MAP,

2025fromconsumerelectronicsandautomobilestoAIsystemsandcriticalinfrastructure.Astrongerdomesticsemiconductorbasealsomitigates

vulnerabilities

from

supply

chaindisruptionsandgeopoliticaluncertainty,while

complementing

the

industry’s

globallyinterconnectedsupplychains.Together,these

company

investments

willhelpensuretheUnited

States

remains

agloballeaderinsemiconductor

innovationand

advanced

manufacturing

for

decades

to

come.Ascompaniesexpandsemiconductorproduction

and

related

supply

chaincapacities

in

the

United

States,the

growingvolume

of

chips

produced

domesticallystrengthensAmerica’seconomy,enhancing

supply

chain

resilience

and

reinforcingnational

security.A

stronger

chips

industry

intheU.S.supports

high-payingjobs,drives

investment

across

the

broadertechnology

and

manufacturing

ecosystem,

andhelpsensure

reliableaccess

to

thesemiconductorsthatpowereverythingThe

Semiconductor

Investment

Mapaboveshowsthe

recentgrowth

oftheAmericansemiconductorecosystem,

highlighting

morethan$770billion

inannounced

investmentsacross160

projects

in30states

since

2020.WaferFabrication●

Equipment

●

Materials●

R&D

Facility

●

Chip

DesignSource:SIA,America'sChipResurgencePackagingNEWSEMICONDUCTORINVESTMENTSINAMERICA202STATEOF

THE

U.S.

SEMICONDUCTOR

INDUSTRY12SEMICONDUCTOR

SUPPLY

CHAIN

INVESTMENT

ANNOUNCEMENTS,2020-2025SECTION

2:THE

U.S.

SEMICONDUCTOR

ECOSYSTEMOne

of

the

industry’s

largest

demand

drivers—chips

for

AI

data

centers

—

requires

greaterperformanceforaccelerators,moretightlyintegratedlogicandmemory

chipsthroughadvancedpackaging,andmore

robust

energyefficiency

solutions."AI

at

the

edge,"

whichinvolvesrunningmachine

learningand

AI

algorithms

directly

on

local

hardwaredevices,is

also

a

rapidly

growing

industrysegment.AIattheedge

requires

anassortment

of

low-power

andcommunications

chips

to

meet

a

seeminglyendlessvarietyofuse

cases,

likefitnesstrackers,smart

home

systems,autonomous

anddriverassistedsystems(ADAS),

andmore.Thisyear,theCommerce

Department’s

CHIPS

R&DOfficeissued

a

Broad

AgencyAnnouncement(BAA)that

targets

ambitious,

large-scalecommercialresearch

projectsto

support

development

of

world-leadingcomputecapabilitiesacrossthe

industryfor

companies

operating

in

the

U.S.

toenable

companies

to

leap

ahead

of

globalcompetitionandsecureenduring

marketleadership

for

the

U.S.As

demand

for

new

and

existing

industrysegmentsgrows,

R&Dwillbe

increasinglycritical

for

companies

to

keep

pace

withinnovation

and

maintain

their

competitiveness.

In

fact,the

industry

for

decades

hadmaintained

a

roughly

two-year

cadence

foritsproductcycles,

butcompanies

are

nowdelivering

innovations

faster

than

ever

to

meet

customerdemands.AMERICANSEMICONDUCTOR

RESEARCHThesemiconductor

industry

isoneofthe

most

research-intensive

sectors

intheworld.Americansemiconductorcompanies

spent$76.8billion

on

R&D

in2025,

up

from

$69.6

billion

in

2024

andrepresentinga10.3%

increase

in

R&Dspend.202STATEOF

THE

U.S.

SEMICONDUCTOR

INDUSTRY13R&D

EXPENDITURES,

U.S.-HEADQUARTERED

COMPANIES,2001-2025‘01

‘02‘03‘04‘05

‘06

‘07

‘08

‘09‘10‘11‘12‘13‘14‘15‘16‘17‘18‘19‘20‘21‘22‘23‘24‘25SECTION

2:THE

U.S.

SEMICONDUCTOR

ECOSYSTEM80706050403020100'25,$76.8

billionSource:SIA,2026FactbookUSD

(billions) UnitedStates

ChinaJapan●KoreaTaiwanSource:OrganisationforEconomicCo-operationandDevelopment

(OECD),

OECD

Data

Explorer,July10,2026Althoughthe

U.S.wasoncean

unchallenged

hub

of

innovation

in

the

global

landscape,governmentsaroundtheworld

are

deploying

an

aggressive

suite

of

policiestoactivate

publicand

private

resources.For

example,recent

data

from

theOrganisation

for

Economic

Co-operation

and

Development(OECD)ongross

domesticexpenditureon

R&DshowscombinedChinese

total

industry

and

government

spendon

R&D

nowoutpaces

U.S.investments,particularlyinlater-stagedevelopmentwork.

Itisessentialthe

U.S.

redouble

itsefforts

to

re-assert

its

role

as

the

leader

inadvanced

technology

development.900.000800.000700.000600.000500.000400.000300.000200.000100.0000202STATEOF

THE

U.S.

SEMICONDUCTOR

INDUSTRY14‘15

‘16

‘17

‘18

‘19‘20‘21‘22‘23‘24SECTION

2:THE

U.S.

SEMICONDUCTOR

ECOSYSTEMTOTAL

R&D

SPEND

BY

COUNTRYUSD

(billions)As

companies

continue

to

drive

cutting-edge

innovations

and

build

thetechnologiesofthefuture,itisvitaltheyhave

reliable

access

to

top-tier

talent,strongintellectualpropertyprotection,favorabletaxstructurestofacilitateinnovation,and

a

robust

stream

of

basicscience

programs

to

expand

the

industry’s

innovationpipeline.Source:EUCommission,EU

IndustrialR&D

InvestmentScoreboard

2025,

December

22,

2025;

SIA

analysis*

The

EUScoreboard'sdefinitionof

EuropeexcludesSwitzerland

&the

UK202STATEOF

THE

U.S.

SEMICONDUCTOR

INDUSTRY1518.5%Semiconductor

R&D

by

EconomyU.S.R&D

by

IndustryPharmaceuticals&Biotechnology15.0%14.6%13.2%12.7%11.2%10.6%10.0%R&D

EXPENDITURESASA

PERCENTAGE

OF

SALESSECTION

2:THE

U.S.

SEMICONDUCTOR

ECOSYSTEM8.5%8.1%5.8%SemiconductorManufacturingEquipmentSoftware&ComputerServices4.0%Consumer

ElectronicsSemiconductorsMobileTelecomSouth

KoreaEurope*JapanTaiwanChinaToday,thechipindustrydirectlyemploysaround342,000peopleacrosschipdesign,electronicdesignautomation(EDA),semiconductorfabrication,andequipmentproduction.Beyondthat,semiconductorspowermorethan300downstreamindustries.AccordingtoanalysisbytheCommerceDepartment’sBureauofIndustryandSecurity

(BIS),averagesalariesinthesemiconductorindustryareover30%

higherthanaveragesalaries

for

similar

jobs

in

other

fields.AsAmerica’ssemiconductorecosystemcontinuestoexpand,anincreasingnumberofqualifiedworkersareneededtomaintainAmerica’sglobalcompetitiveness.Accordingtoa2024SIA-OxfordEconomicsstudy,theUnitedStatesfacesasignificantshortageoftechnicians,computerscientists,andengineers.

Thereportfindsaprojectedshortfallof67,000

oftheseworkersinthesemiconductorindustry

by2030andagapof1.4millionsuchworkersthroughoutthebroaderU.S.economy.The

availability

of

workers

with

the

necessaryskills

is

a

precondition

for

the

success

of

thedomestic

semiconductor

industry,and

actionto

expand

the

talent

pipeline

is

necessary

forthe

continued

success

of

the

domesticsemiconductor

industry.To

address

this

talent

challenge,government

and

industry

shouldwork

together

to

build

on

our

industry’slongstandingworkforcedevelopmentefforts,accelerateandexpandthepipeline

of

STEMgraduates

in

America,and

advance

targetedimmigrationreformsthatenablethesemiconductorindustrytoattractandretain

talent.AcompetitivedomesticworkforceandresilientmanufacturingcapabilitiesarecriticaltoU.S.semiconductorsleadership....THAT’S

NEARLY2,000,000ADDITIONALAMERICANJOBSTHEDOMESTICSEMICONDUCTORWORKFORCEThe

U.S.semiconductorindustryaccountsforabout342,000direct

jobsand

nearly2

millionadditionalindirect

and

induced

U.S.jobs.A

skilled

domestic

workforce

is

vital

to

maintaining

U.S.

leadershipin

semiconductors.5.7jobsinother

partsinthe

U.S.economy...ONEU.S.semiconductor202STATEOF

THE

U.S.

SEMICONDUCTOR

INDUSTRY1SECTION

2:THE

U.S.

SEMICONDUCTOR

ECOSYSTEMjobsupports202STATEOF

THE

U.S.

SEMICONDUCTOR

INDUSTRY16SECTION3THE

SEMICONDUCTORSUPPLY

CHAINSECTION3:THE

SEMICONDUCTOR

SUPPLYCHAINTHEU.S.SEMICONDUCTORTRADEThe

U.S.semiconductorindustry’ssuccess

isreliant

on

international

sales.

In2025,over70%

ofU.S.-headquarteredsemiconductorcompanies’revenue

came

from

internationalsales,while

over85%

of

all

semiconductorssold

were

shipped

outside

the

UnitedStates.As

the

domestic

chip

manufacturingbuildout

continues,it

is

critical

to

ensuresemiconductorproductioninAmericaiscost-effectiveso

U.S.companiescancompeteandandwinin

global

markets.

TheUnited

States

must

pursue

tradenegotiations

and

other

economic

measures

andinitiativesthatboostdownstreamdemand

and

increase

the

market

base

forU.S.chipsaroundthe

world.199719981999

2000

2001

200220032004200520062007

2008200920102011201220132014201520162017201820192020202120222023

2024

2025Source:

USITC,

DataWeb,accessedon

March4,2025.U.S.TRADE

SURPLUS

IN

SEMICONDUCTORS,

1997-2025BASED

ON

HARMONIZED

SCHEDULE

HEADINGS

8541

(EXCLUDING

SOLAR

PRODUCTS)

AND

8542202STATEOF

THE

U.S.

SEMICONDUCTOR

INDUSTRY1$25$20$15$10$5$0'25,$9.93

billionUSD

(billions)In2025,

U.S.semiconductorexportstotaled$57.8billion,

rankingsixthamong

U.S.exportcategories

behindaircraft,

refinedoil,crude

oil,

non-

ferrous

metals,andnaturalgas.The

U.S.semiconductor

industry

maintains

a

atradesurpluswithmostofour

trading

partners,

including

China.Lookingahead,

U.S.semiconductorcompanies

arepositionedforstronggrowth,supportedbyexpandingdomesticcapacity

andsignificant

domestic

investment

across

thesemiconductorecosystem.Semiconductors$57.8BAs

chip

firms

continue

to

invest

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the

UnitedStates,governmentpoliciesthatfacilitatesales

to

foreign

markets

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U.S.

SEMICONDUCTOR

INDUSTRY