Fab Spending Heads for 88 Percent Growth in 2010
Memory and Foundry Companies Start Catching Up – and Add More Capacity
SAN JOSE, Calif. – March 3, 2010 – According to the World Fab Forecast report released recently by SEMI, 2010 spending on worldwide fab projects, including construction, facilities, and equipping, could grow by 88% over 2009 levels. Since June 2009, SEMI’s World Fab Forecast has consistently predicted spending growth rate of more than 60 percent (%) for 2010.
This latest projection is based on analyses of recently announced increases in capital spending plans, mainly by foundries and memory companies. Spending for memory has mainly gone into upgrading existing capacity, but in recent months, additional investments for new installed capacity have been announced. Also, a number of existing fab projects that were delayed with the downturn will move forward this year.
“Total spending on fab projects could approach $30.9 billion this year, well above the estimated $16.4 billion spent in 2009,” said Christian Gregor Dieseldorff, senior analyst of fab information of the SEMI Industry Research and Statistics group. “The 2010 spending recovery, however, remains substantially below the $46 billion spent in the 2007 peak year.”
In 2009, 27 volume fabs closed, including eleven 200 mm fabs and one state-of-the-art 300 mm fab. (Several planned fab closures were pushed out to 2010.) As a result of fab closures and low spending levels in 2009, installed fab capacity declined to 15.4 million wafers per month (200 mm equivalent). Based on current capital spending plans, installed capacity is forecasted to grow 5% to 6% this year to about 16.1 million wafers per month.
The SEMI World Fab Forecast report provides high-level summaries and graphs, in-depth analyses of capital expenditure, capacity, technology and products, down to the detail of each fab, and forecasts for the next 18 months by quarter. These tools are invaluable for understanding how 2010 and 2011 will look, and learning more about capex for construction projects, fab equipping, technology level, and products.
The difference between the SEMI Worldwide Semiconductor Equipment Market Subscription (WWSEMS) data and the World Fab Forecast and its related Fab Database reports is that the fab database reports track any equipment needed to ramp the fab, upgrade, expand or change its wafer size regardless if it is new equipment, used equipment, in-house or transferred equipment, while WWSEMS tracks only new equipment.
Please visit www.semi.org/fabs for additional information on these reports or to see a detailed article.
SEMI is the global industry association serving the manufacturing supply chains for the microelectronic, display and photovoltaic industries. SEMI member companies are the engine of the future, enabling smarter, faster and more economical products that improve our lives. Since 1970, SEMI has been committed to helping members grow more profitably, create new markets and meet common industry challenges. SEMI maintains offices in Austin, Bangalore, Beijing, Berlin, Brussels, Grenoble, Hsinchu, Moscow, San Jose, Seoul, Shanghai, Singapore, Tokyo, and Washington, D.C. For more information, visit www.semi.org.
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