March 10, 2025 /SemiMedia/ — Driven by investments from TSMC and South Korean chipmakers, the US is expected to hold 22% of the world's advanced semiconductor capacity by 2030, doubling from 11% in 2021, according to TrendForce.

Taiwan’s share of advanced process semiconductor capacity is projected to decline from 71% in 2021 to 58% in 2030, while mature process chip capacity will drop from 53% to 30%. Meanwhile, South Korea’s share of advanced semiconductor capacity is expected to fall from 12% to 7%.

The US is prioritizing domestic logic semiconductor production, particularly for data centers, communications systems, and military applications. Since 2020, corporate investments in the US semiconductor sector have exceeded $500 billion. Although the US semiconductor output dropped from 37% in 1990 to 10% in 2022, this trend is expected to reverse this year.

The global chip shortage during the COVID-19 pandemic and rising geopolitical risks have prompted governments to attract chip manufacturers to secure supply chains. As of last year, investments from Taiwanese and South Korean firms accounted for nearly 70% of total semiconductor investments in the US.

TSMC recently announced an additional $100 billion investment in the US, including three wafer fabs, two advanced packaging facilities, and a research center, further strengthening the domestic semiconductor supply chain.