PUBLISHED May 31, 2022
World Fab Forecast Report (2021 to 2023). Published May 31, 2022
1. The report lists a total of 1441 facilities/lines including 133 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 time frame of 2021 to 2023 of 615 facilities and lines.
3. Since the last publication in Mar 18, 2022, we made 270 changes to 216 fabs/lines. We added 16 new fabs/lines and deleted 1 fabs/lines.
Fab Equipment Investments:
1. Fab equipment spending for 2022 is expected to break the $100 billion mark reaching over US$ 108 B (+20.1% YoY).
2. Fab equipment spending for 2023 is expected to remain at the same level as 2022, about $108.7 B or +0.1% YoY.
3. Largest investment in 2022 and 2023 are in the Foundry sector, followed by Memory and Micro (with MPU).
After robust growth in 2022, Foundry is expected to slightly grow in 2023 with 0.2% YoY, Memory is expected to decrease in 2022 with -3% but then increase with 4~5% in 2023.
Capacity:
1. Capacity for Memory continuous to grow at steady pace in single digits % YoY in 2022 and slow in 2023.
2. Foundry capacity (including Foundry/IDM) shows an increase in double digits % both in 2022 & 2023.
3. 300mm capacity (excluding EPI, LED) increase by 11% in 2022 and 8% in 2023.
4. 200mm capacity (excluding EPI, LED) increases about 6% in 2022 and 3% in 2023.
New Fabs/Construction:
1. Construction spending in 2021 is increasing to a new record of about US$ 28 B (+24% YoY) in 2022 and breaks another record in 2023.
2. There are 24 new construction projects (greenfields) of volume fab in 2022 (not including R&Ds and pilots).
3. There are currently 16 known new construction projects (greenfields) of volume fab in 2023 (not including R&Ds and pilots).