An Inside Look at the October 2017 SEMI FabView

By Christian Dieseldorff and Dan Tracy, SEMI Q3 earnings season is in full swing, and there are many fab activities going on around the globe in this “Memory Super Cycle,” which is driven by the continuous demand pull from cloud/data storage, automotive and industrial end-markets. SEMI FabView, a mobile-friendly, interactive version of SEMI’s popular World Fab Forecast, offers verified and credible on-demand fab information such as fab spending and capacity for over 1,100 facilities, including over 60 future facilities worldwide, across a wide range of product segments from Analog, Power, Logic, MPU, Memory, and Foundry to MEMS and Sensors fabs.

Here are some of the recent notifications SEMI FabView subscribers have received in the past few weeks:

  • Skorpios Technologies Announces acquisition of Novati Technologies LLC
    Skorpios Technologies, a System on Chip (SoC) company acquired Novati Technologies in Austin for an undisclosed sum. The deal was closed on October 2, 2017. This acquisition enhances Skorpio’s Heterogeneous Integration process and manufacturing capability, enabling rapid productization of its solutions. Novati builds computer chips and chip components for the medical, aerospace and defense sectors and is known for 2.5D/3D integration, photonics, and MEMS sensors. There is one facility in Austin with 200mm and 300mm lines.
  • Samsung began construction of a new Fab in Hwaseong; renames fab
    Samsung began construction of the announced Fab in Hwaseong. This facility is planned for DRAM and non-memory semiconductors. The current estimate is for operation to start in 2019.
  • SMIC:  More 200mm from SMIC in Ningbo and Shenzhen
    SMIC will utilize the new fab in Ningbo as a Front- end R&D and manufacturing center for specialty technologies. We estimate the construction may start before the end of 2017. Operation is planned to start in 2H2019. 

    SEMI increased the planned full capacity forecast of SMIC's 200mm fab in Shenzhen when fab production started in 2015. We also added an expansion project (Phase 2) with specific ramp schedule starting in 2017 to 2019. As a subscriber, you can find the production ramp details in SEMI FabView.
  • TSMC announced a 3nm Fab in Tainan, Taiwan
    The production is estimated to start in 2022. The announcement dispels the rumors that TSMC will set up any 3nm fabs in the US. We believe this project will be the later phase of Fab 18 (#3584 in our World Fab Forecast) that may start as a 5nm fab in 2019/2020.
  • Infineon sold its 200mm fab in Wales to a new Foundry - Neptune 6
    Infineon sold its 200mm wafer fab in Newport, Wales, to 'Neptune 6' with a two-year supply agreement. Financial details of the sale were not disclosed. Neptune 6 is a newly founded private company which intends to operate the business as Newport Wafer Fab Ltd. Newport Wafer Fab Ltd is the same name under which the site operated before International Rectifier (IRF) acquired it in 2003. Infineon acquired IRF in 2015.

Like what we shared? You can get even more details and stay on top of the latest fab news tracked by SEMI through its SEMI FabView online platform. Click SEMI FabView Trial Offer if you would like to learn more.

SEMI FabView is a 24x7 online platform with content derived from the SEMI Fab database. It offers summary as well as detailed information about fabs for laptop or mobile device. It is an online version of the Excel-based fab database that is updated with greater frequency with a user-friendly interface. Fab data include region, start of construction, operation, construction and equipment spending, capacity, wafer sizes, product types, geometries, etc.

Global Update
October 24, 2017