PUBLISHED June 09, 2020
The report is tracking active investments (combination of construction and equipment) of 484 fabs and lines from 153 companies in 22 countries.
The report lists a total of 1346 facilities/lines including 113 future facilities/lines with various probabilities that will start volume production in 2020 or later.
Fab equipment spending for 2020 spending drops to -3.8% (US$54.7 B) compared to +2.9% predicted in February update.
The stronger than expected spending in 1Q20 is mainly attributed to expenditure for Memory (with most), Foundry, MPU and Analog/Mixed signal.
Fab equipment spending for 2H20 is expected to increase from US$ 25 B in 1H20 to US$ 29 B (17%) in 2H20, driven mainly by increases in Memory, Image Sensors (Opto), Power, MPU and Analog/Mixed Signal.
Americas and Taiwan take the hardest hit in 2020 with -26% and -23% respectively. Regions with strongest growth in 2020 are China (23%), Korea (7%), SE Asia (6%) and Europe/Mideast (5%).
2021 is poised to be a record year for fab equipment spending with about 24% (YoY).
Strongest increases in 2021 are for Memory, Foundry, Power, MPU, and Image Sensors.
Regions with largest increase in 2021 are Korea 37%, China 19%, Japan 32%, Europe/Mideast 55%, and Taiwan 9%.
The report shows for 2020 that 16 new construction projects start (including all probabilities); 7 projects in China, 4 in Taiwan, 2 in SE Asia, 2 in the Americas, and 1 in Europe/Mideast,
2021 shows 15 new construction projects starting (including all probabilities); 9 projects in China, 3 in the Americas, 1 in Korea, 1 in Taiwan, and 1 in Europe/Mideast.
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