SEMI's latest report pointed out that in order to keep up with the continuous growth of chip demand, global semiconductor manufacturing capacity is expected to grow by 6% in 2024 and achieve a growth of 7% in 2025, reaching a historical high of 33.7 million wafers per month (calculated by 8-inch equivalent). The capacity of nodes at 5 nanometers and below is expected to increase by 13% in 2024, mainly driven by the generative AI for training, inference, and front-end devices in data centers. In order to improve processing efficiency, chip manufacturers including Intel, Samsung, and Taiwan Semiconductor are preparing to produce 2nm GAA chips, which will increase the overall advanced capacity growth rate by 17% in 2025.