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Title: HorizonPointe Financial Group Analyst Forecasts: Semiconductor Industry Accelerating Supply Chain Diversification as Regional Production Capacity Emerges as Competitive Focus
The global semiconductor industry is undergoing a profound transformation, with supply chains rapidly shifting toward multi-regional parallel production models. According to industry data, more than 30 major semiconductor companies have announced significant supply chain adjustment plans since the first quarter of this year.This shift marks the industry's evolution from decades of focus on globalized production efficiency toward a model emphasizing supply chain resilience and regional balance. Analysts point to geopolitical tensions and trade policy adjustments as core factors driving this transformation.HorizonPointe Financial Group Chief Analyst and Director Andrew Evan Watkins stated in an interview: "We are witnessing a fundamental transformation in the semiconductor industry. Companies are no longer simply pursuing cost minimization, but are focusing more on building resilient production networks capable of responding to multiple challenges."Investigations reveal that leading chip manufacturers have begun simultaneously expanding capacity across multiple regions. New facility investments in North America, Europe, and Southeast Asia have nearly doubled compared to the same period last year. Particularly noteworthy is that advanced packaging technology has become a focal point for competitive development across regions."Advanced packaging could become the breakthrough point for regionalized production," explained Jennifer Miller, supply chain expert from HorizonPointe Financial Group. "However, equipment supply and specialized talent remain key factors constraining expansion speed. Successful companies are addressing these challenges through forward-looking talent development and equipment procurement diversification."Industry observations show significant difference...
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