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Semiconductor Foundry Strategy Shifts Toward Sub-2nm Nodes

 ·  1 min read

Global semiconductor manufacturers are reallocating capital expenditure to accelerate sub-2nm node production. Driven by surging demand for AI hardware accelerators, foundries are tightening supply chains and bidding aggressively for high-NA EUV machinery.

Capital Allocation Trends
Leading chipmakers have increased R&D spending by 14% year-over-year. The shift reflects a strategic pivot from general-purpose computing processors to specialized silicon tailored for enterprise AI clusters.