Published November 29, 2019
The Q4/November 2019 editions of the World Fab Forecast and World Fab Watch databases have been published and are available now. The following highlights are from our World Fab Forecast database:
Fab Equipment Spending
- Equipment spending (new and used) for 2019 is expected to decrease by 7% US$57 Billion, significantly up from the -18% forecast issued in August 2019
- Equipment spending (new and used) for 2020 is expected to increase by 3% (a significant decrease from the August report of +7%)
- The regions with the strongest increases in 2020 (dollar-wise) are China, Europe, and Japan
- DRAM capacity is expected to increase 3% in 2019 followed by an increase of 4% in 2020
- 3D NAND capacity growth will increase by 8% in 2019 and jump by double digits in 2020
- Installed capacity for Logic & Foundries is expected to increase by 5% in 2019 and 6% in 2020
- Image sensors capacity will increase by 11% in 2019 and 18% in 2020
New Facilities / Construction Spending
- In 2019 there are 68 construction projects totaling US$15 Billion, up 4% relative to 2018 construction investment levels
- Fab construction spending in China is expected to exceed US$4.6 Billion in 2019 a decline of 25% year-over-year and decline further into 2020
- Construction spending in Korea in 2019 is expected to total US$4.1 Billion followed by another US$2.3 Billion in 2020
Since the last report published August 30, 2019
- The Q4 Edition of the SEMI Fab Database has 1,344 records, including 135 future facilities/lines with various probabilities that will start volume production in 2019 or later
- We made 250 changes on 223 fabs/lines including the addition of 11 new fabs/lines and the deletion of 2 fabs/lines
- The report is tracking active investments (combination of construction and equipment) of 451 fabs and lines from 145 companies
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