Visualizing Semiconductor Production by Area, 1990-2032F 🏭

What We're Showing

Share of global semiconductor production by location, from 1990 to 2032F.

Data comes from VLSI Research Projection SEMI May 2024 update, BCG analysis via J.P. Morgan Asset Management

All values shown in 8" equivalents and excludes capacity below 5kwpm or less than 8".

Others includes Israel, Singapore, and rest of the world.

Key Takeaways

• The U.S. has seen its global share of semiconductor production decline significantly, from 37% in 1990 to a projected 14% by 2032
• China’s share has risen sharply from 0% in 1990 to an expected 21% by 2032.
• Taiwan and South Korea have maintained consistent growth in semiconductor production, with Taiwan reaching 16% and South Korea 17% by 2032, showcasing their importance as key players in the industry.