산업 자동화 동향 시장 : 반도체 산업 5.0에서 미중 경쟁

The repatriation policy of the US semiconductor manufacturing is spurring suppliers to increase investment in the US and accelerate plans for plant establishment. Due to the high labor costs and scarcity of technical talent in the US market, suppliers are striving to introduce solutions of automated semiconductor production. AI and digital twin technology are becoming the core of smart manufacturing by benefiting production efficiency and yield improvement. Moreover, with the upgrade in coverage rate and deployment flexibility of smart logistics equipment, it is expected to develop from single equipment to a multi-equipment collaborative ecosystem. Taiwanese suppliers such as Techman and KENMEC are actively seizing opportunities in the US semiconductor automation market through their technological prowess and system integration experience.

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Key Highlights:

• The US semiconductor repatriation policy drives suppliers to invest and expand their presence in the US.
• High labor costs and talent shortages make automation solutions mainstream.
• AI and digital twin technologies become the core of smart manufacturing, enhancing efficiency and yield.
• Upgrades in smart logistics enable development toward a multi-equipment collaborative ecosystem.
• Taiwanese suppliers leverage technological and integration strengths to actively explore the US market.

Table of Contents

1. Development of Smart Semiconductor Production between China and the US

2. AI and Digital Twin Incorporated to Semiconductor Production for Improvement of Production Efficiency and Yield

• Figure 1: Schematics of Digital Twin Solutions
• Table 1: Development Progress of Smart Production Solutions

3. Development of "Industry 5.0" at Semiconductor Fabs: Automated Solutions for Enhanced Human-Machine Interaction, Resilience, and Sustainability

• Table 2: Overview of Automated Products and Services from Taiwan-Based Companies for Semiconductor Manufacturing

4. TRI's View