1. Executive Summary
- Overview of Chinese Foundry Capabilities and Global Market Dynamics
- Key Findings: Capacity Expansion and Market Share Shifts
2. Chinese Semiconductor Foundry Capabilities
- Current Manufacturing Capabilities and Technology Nodes (7nm, 5nm, etc.)
- Major Chinese Foundries: SMIC, Hua Hong, and Others
- Comparison of Chinese Foundries vs. Western Counterparts in Advanced Nodes
3. Impact of Chinese Capacity Expansion on Global Market Share
- Analysis of Additional Capacity from Chinese Foundries
- Impact on Market Share of Western Producers (TSMC, GlobalFoundries, Intel)
- Shifts in Demand from Western Customers to Chinese Foundries
4. Geopolitical and Economic Factors
- Role of US-China Trade Tensions in Foundry Market Dynamics
- Chinese Government Policies and Investments Driving Foundry Expansion
- Impact of Export Restrictions on Chinese Semiconductor Capabilities
5. Technology and Innovation Gaps
- Comparison of R&D Investment Between Chinese and Western Foundries
- Challenges in Matching Advanced Technologies (EUV Lithography, Packaging)
- Chinese Foundry Advances in Mature Nodes (28nm, 14nm)
6. Global Supply Chain Diversification
- How Western Producers are Responding to Chinese Capacity Growth
- Role of Regional Players (South Korea, Taiwan, US, EU) in Maintaining Global Leadership
- Strategic Alliances and Partnerships for Technology Transfer and Innovation
7. Customer Shifts and Demand Trends
- How Customers (Fabless, OEMs) are Evaluating Chinese Foundries for Manufacturing
- Price Competitiveness vs. Performance Metrics: Chinese vs. Western Foundries
- Market Share by Industry Segments (Consumer Electronics, Automotive, AI/ML, etc.)
8. Long-Term Implications (2025-2035)
- Projected Growth of Chinese Foundries: Market Share Forecasts
- Long-Term Technology Roadmap for Chinese vs. Western Foundries
- Sustainability of Capacity Expansion: Risks and Opportunities
9. Case Studies
- Examples of Companies Shifting to Chinese Foundries
- Impact of Supply Chain Disruptions and Alternative Sourcing Strategies
10. Conclusion and Strategic Insights
- Key Takeaways on the Future of Global Semiconductor Manufacturing
- Recommendations for Industry Stakeholders (Investors, Fabless Companies, Policymakers)
