Major wafer manufacturers are entering a new wave of capacity expansion, while semiconductor equipment continues to be in short supply.

Release Time:

Jun 29,2022

According to media reports, GlobalWafers, the world’s third-largest silicon wafer manufacturer, recently announced an expansion plan: the company will build a new production facility in Texas, USA. 12 A factory for 12‑inch silicon wafers. Construction of the factory is expected to begin later this year, with a projected production capacity of… 2025 Launched annually, with a maximum monthly production capacity of… 120 Tens of thousands of wafers. In addition to GlobalWafers, over the past six months, major foundries such as TSMC, Samsung, UMC, and Intel have… IDM It also announced a new round of capacity expansion plans, with investment totaling in the tens of billions. At the same time, China’s major chip manufacturers are accelerating their production expansions. SMIC has established facilities in Beijing, Shanghai, and Shenzhen, respectively… 3 Seat 12 Inch-level wafer fab, Shenzhen plant expected 2022 Mass production can be achieved by the end of the year; HuaHong Semiconductor, CR Micro, Silan Micro, and others… IDM Factories have all begun to accelerate. 12 Expansion of the inch‑factory.

According to the consulting firm Knometa With IC Insights The report shows that, 2021 Yearly global 12 Increase in the number of inch wafer fabs 14 Seat, setting a record since… 2005 The highest record since the year. Expected to… 2022 The number will increase again this year. 10 Seat. Expected by… 2026 This year, there will be more than… 200 Home Wafer Fab Operations 12 Inch‑wafer production lines. Driven by the rapid expansion of wafer fabs, semiconductor equipment spending is growing rapidly. SEMI The recently released “World Fab Forecast Report” points out that, 2022 Global spending on front-end wafer fab equipment is expected to increase compared to the same period last year. 18 %, reaching 1070 Billions of dollars, surpassing for the first time 1000 The US$1 billion mark. With rapidly growing demand coupled with tight raw material supplies and constrained semiconductor equipment capacity, the market as a whole is in a state of supply shortage, and lead times are continually extending. Earlier reports from Taiwanese media indicated that lead times for semiconductor equipment had been extended to… 18 To 30 months. With the industry chain remaining in a sustained period of strong growth, domestic companies in related fields are expected to benefit. (Source: Financial World; Editor: Corporate Administration Department)

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