Few sectors are as determining in the current landscape of the tech industry as the chips sector. Such is its impact that, in recent days, we have learned that United Arab Emirates has an ambitious goal to position itself as one of the giants in the sector, as it is seeking to forge alliances with the United States while could lose ties with China. However, experts estimate that this move against the Asians may not be entirely correct.
As noted by the Reuters portal in a recent publication, chip manufacturers are expected to spend 400 billion euros on semiconductor manufacturing equipment between 2025 and 2027. Additionally, there are three countries that stand out above the rest due to the massive spending they plan to carry out: China, South Korea, and Taiwan, three regions that will focus on chips to meet the demand for AI semiconductors. Therefore, it is expected that spending on equipment will increase by 24% to reach 120 billion euros by 2025.
China remains in the lead followed by South Korea and Taiwan
Once again, forecasts indicate that China will continue to be the region that spends the most thanks to its 100 billion euros investment in the next three years. Following China will be South Korea, another Asian region that will invest around 80 billion euros as a result of investments by local companies like Samsung or SK Hynix. Finally, Taiwan will close the top 3 with an approximate spending of 70 billion euros, a logical figure considering the ties that TSMC has with the United States, Japan, and Europe.
In addition to the above, it is estimated that the spending by other regions will be 60 billion euros in America, close to 30 billion euros in Japan, and just over 25 billion euros in Europe. However, these regions are also expected to double their investment in equipment by 2027 compared to 2024, as policy incentives to ensure semiconductor supply will continue to gain weight. Therefore, much attention must be paid to the impact that Asian movements will have in the coming years.
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