工业自动化趋势：中美半导体5.0之争

美国半导体製造回流政策促使供应商加强在美投资，加速工厂建设。美国市场劳动成本上升和技术人才短缺，促使供应商专注于为半导体生产引入自动化解决方案。人工智慧和数位孪生技术有助于提高生产效率和良率，并被视为智慧製造的核心技术。此外，随着智慧物流设备的覆盖范围和部署灵活性不断提升，预计独立工厂将演变为多个工厂互联的生态系统。台湾供应商如德科曼（Techman）和肯迈克（Kenmec）正积极运用其技术实力和系统整合经验，掌握美国半导体自动化市场的机会。

样品预览

主要亮点：

• 美国半导体退货政策鼓励供应商在美国投资和扩张。
• 劳动成本上升和劳动力短缺促使自动化解决方案成为主流。
• 人工智慧和数位孪生技术是智慧製造的核心，可提高效率和良率。
• 先进的智慧物流将促进多个设施互联互通的生态系统的发展。
• 台湾供应商正利用其技术和整合能力积极开拓美国市场。

目录

第一章：中美智慧半导体製造的发展

第二章：在半导体製造中应用人工智慧和数位孪生技术以提高生产效率和良率

第三章：在半导体工厂发展 "工业5.0" ：用于增强人机互动、韧性和永续性的自动化解决方案

第四章：TRI的视角

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.

Sample preview

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