© SEMI Analysis | September 13, 2019
Fabs valued at nearly $50 billion to start construction in 2020
SEMI reports that investments in new fab projects starting construction in 2020 is expected to reach nearly USD 50 billion, up about USD 12 billion from 2019.
15 new fab projects with a total investment of USD 38 billion will have started construction by the end of 2019 with 18 more fab projects forecast to start construction in 2020. Of the 18, ten fab projects with a total investment value of more than USD 35 billion carry a high probability and the other eight, with a total investment value of more than USD 14 billion, are weighted with a low probability of materialising. Facilities that commence construction in 2019 will begin equipping as early as the first half of 2020, with some starting to ramp production as early as mid-2020. These new fab projects will add more than 740,000 wafers per month (in 200mm equivalents). Most of the additional capacity will be dedicated to foundries (37%) followed by memory (24%) and MPU (17%). Of the 15 new fab projects in 2019, about half are for 200mm wafer sizes. The fab projects to begin construction in 2020 are expected to produce more than 1.1 million wafers per month (in 200mm equivalents). Most of these fabs and lines will begin equipping in 2021. The high-probability fabs will increase capacity by 650,000 wafers per month (in 200mm equivalents) while the low-probability facilities may add another 500,000 wafers per month (in 200mm equivalents). The bulk of the capacity will be for foundry (35%) and memory (34%) across various wafer sizes.
Data and images: © SEMI.org
Data and images: © SEMI.org
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