Through the 18 new semiconductor factories scheduled to be built in 2025, we will explain the evolution of the semiconductor industry promoted by generative AI, IoT, and the automotive field and its background.

🟦 2025 Semiconductor factory construction rush has arrived! A vision of the future of technological innovation and growing demand
By 2025, 18 new semiconductor factories will be built around the world. Many of these factories are equipped with state-of-the-art 300mm wafer facilities, with four each in the United States and Japan, and three in China and Europe. New projects are also underway in Taiwan, South Korea, and Southeast Asia.
This trend is driven by an increase in demand for semiconductors in the automotive, Internet of Things (IoT), and power electronics sectors. In particular, generative artificial intelligence (AI) and high-performance computing (HPC) are driving the evolution of cutting-edge logic and memory technologies, and these technologies are supporting the creation of new markets.
🟦 Technological innovation and intensifying competition between regions
According to an announcement by SEMI, global semiconductor manufacturing capacity in 2025 is projected to increase by 6.6% year-on-year. This growth is supported by demand for cutting-edge technologies such as generative AI and large language models (LLMs). The production capacity of advanced nodes (7nm and below) is expected to grow by 16% in 2025, leading the industry at the forefront.
On the other hand, mainstream nodes (8nm~45nm) are expected to grow at an annual rate of 6%, supported by demand in the automotive and IoT sectors. In the field of mature technology, there is also a recovery trend, and stable growth is expected in the long term. In this way, the evolution of semiconductor technology and the construction of factories to support it are further accelerating competition between regions.
🟦 Summary
The 18-building semiconductor factory project, scheduled for 2025, is a symbolic event of the evolution of the semiconductor industry against the backdrop of demand for generative AI, IoT, and the automotive sector. These factories will not only support state-of-the-art technology, but will also have a significant impact on the local economy and industrial structure.
It is very welcome news that as many as four semiconductor factories will be built in Japan. We hope that this move will have a positive impact on the local economy and employment.