$50 billion in spending on new fabs in 2020

September 16, 2019 //By Peter Clarke
$50 billion in spending on new fabs in 2020
There could be up to $50 billion in capital spending on 18 new wafer fabs in 2020, a 29 percent increase on the $38 billion spend in 2019, according to industry body SEMI.

China will account for most of the investment in 2010 although SEMI classifies 10 of nest year's fab projects – with a total investment value of more than US$35 billion – as carrying a high probability. The other 8 projects with a value of about $14 billion are said to have a low probability of materializing.

After a slow 2019 with only three new fab projects, China will see fab construction starts surge to 11 projects valued at $24 billion in 2020 across all probabilities.

When low-probability projects are excluded, the China count falls to four projects valued at $9.6 billion. By contrast, Taiwan’s new fab projects starting in 2020 are valued at almost $13 billion with Europe and the Mideast planning fab projects valued at over $11 billion the same year.

Related links and articles:

www.semi.org

News articles:

Semi equipment spending shows memory-logic divide

Industry is putting the brakes on memory capex

Chip manufacturing overcapacity on the rise in China

IC Insights, SEMI far apart on significance of Chinese IC production


Vous êtes certain ?

Si vous désactivez les cookies, vous ne pouvez plus naviguer sur le site.

Vous allez être rediriger vers Google.