<p>➀ Mainland China is projected to dominate 30% of global foundry capacity by 2030, up from 21% in 2024, driven by rapid expansion despite low domestic wafer demand; </p><p>➁ Geopolitical shifts highlight imbalances: The U.S. accounts for 57% of wafer demand but owns only 10% of capacity, while Taiwan and South Korea maintain balanced supply-demand ratios; </p><p>➂ Global foundry utilization will remain around 70%, with ROI concerns as ownership battles and geopolitical tensions redefine industry dynamics, favoring Asian regional dominance.</p>