PUBLISHED March 18, 2022
World Fab Forecast Report (2021 to 2023). Published March 18, 2022
Report Update:
1. The report lists a total of 1425 facilities/lines including 125 future facilities/lines with various probabilities that will start volume production in 2022 or later.
2. The report is tracking active investments (combination of construction and equipment) in the report period of 2021 to 2023 of 600 facilities and lines of 150 companies in 22 countries.
3. Since the last publication in Dec 14, 2021, we made 227 changes to 198 fabs/lines. We added 14 new fabs/lines and deleted 2 fabs/lines.
Fab Equipment Investments:
1. Fab equipment spending for 2022 is expected to break the $100 billion mark reaching over US$ 107 B (+18% YoY).
2. After 3 years of continuous growth rates, fab equipment spending for 2023 is expected to slow down to about $102 B or -5% YoY.
3. Largest investment in 2022 and 2023 are in the Foundry sector, followed by Memory and Micro (with MPU).
After robust growth in 2022, Foundry is expected to decrease in 2023 with -10% YoY, Memory is expected to decrease in 2022 with -5% but then increase slightly with 1% to 2% in 2023.
Capacity:
1. Capacity for Memory continuous to grow at steady pace in single digits % YoY in 2022 and slow in 2023.
2. Foundry capacity (including Foundry/IDM) shows an increase in double digits % for 2022 but slows to single digits in 2023.
3. 300mm capacity (excluding EPI, LED) increase by 11% in 2022 and 8% in 2023.
4. 200mm capacity (excluding EPI, LED) increases about 6% in 2022 and 3% in 2023.
New Fabs/Construction:
1. Construction spending in 2021 is increasing to a new record of about US$ 26 B (+18% YoY) in 2022 and breaks another record in 2023.
2. There are 25 new construction projects of volume fab in 2022 (not including R&Ds and pilots).
3. There are currently 11 known new construction projects of volume fab in 2023 (not including R&Ds and pilots).