According to the forecast of the "12-inch fab outlook report", after the decline in 2019, the 12-inch fab equipment expenditure is expected to recover slightly in 2020. It will hit a new high of 60 billion US dollars in 2021, and will decline again in 2022. Expected to rebound and set a new record...

The SEMI Industry Research and Statistics business group under the International Semiconductor Industry Association announced the "12-inch fab outlook report" for the first time.

According to the "Report", 12-inch fab equipment spending is expected to recover slightly in 2020 after the decline in 2019. It will hit a new high of 60 billion US dollars in 2021 and decline again in 2022. It is expected to rebound in 2023 and set a historical record. New high record.

Observe the kinetic energy for the substantial growth of fab equipment investment in the next 5 years, mostly from memory (mainly NAND) wafer manufacturing/logic IC, power IC, etc. In terms of regions, South Korea is expected to have the greatest spending power, followed by Taiwan and China. However, Europe/Middle East and Southeast Asia are also expected to grow strongly from 2019 to 2023.

The "Report" provides forecasts up to 2023, detailing the investment in the construction and equipment of the future 12-inch fab, as well as the fab capacity and capacity of DRAM, NAND, logic, and many other products such as 12-inch wafer manufacturing. Technology investment.

The report subdivided the fab investment of plant and equipment, and also classified by fab capacity and product technology. The products cover DRAM, NAND, foundry, logic IC, and other products manufactured on 12-inch wafers.

The total number of 12-inch semiconductor wafer fabs/production lines is expected to grow from 136 in 2019 to 172 in 2023, a growth rate of over 30%. If included in the less likely plan, the total number is even close to 200.

This new report breaks down the details of related fabs with single-quarter data, and looks forward to 2023. At the same time, it includes fab plans with different development possibilities, and the time is estimated to 2030.

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