<p>➀ Global semiconductor fab investment is forecast to reach $1.5 trillion from 2024 to 2030, driven by government subsidies and AI-driven server/network market growth, with AI accelerators projected to dominate 50% of datacentre semiconductor revenue;</p><p>➁ The automotive industry, fueled by EVs and autonomous driving, may see GaN/SiC power semiconductors exceed 60% share by 2030, while AI applications in home appliances (e.g., AR/VR) will boost demand for power-efficient chips;</p><p>➂ A talent gap of 100,000 engineers by 2030 and collaborative ecosystem transformations (fabless firms, foundries, IP vendors) are critical challenges and enablers for the semiconductor sector.</p>