Highlights of the May 2019 Edition of the Fab Database

 

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Highlights of the Q2/May 2019 Edition of the Fab Databases (published June 5, 2019)                         

The Q2/May 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:

 

Key Points:

Fab Equipment Spending

  • Equipment spending (new and used) for 2019 is expected to decrease by 19% US$53 Billion, down from the forecast issued in February 2019
  • The drastic drop is being driven primarily by further cutbacks in the Memory sector; -45% or US$16 B
  • Equipment spending (new and used) for 2020 is expected to increase by 20%
  • The strongest growth sectors in 2020 will be Memory with 45% (YoY) or US$28 B (with 3D NAND having the strongest growth)

Installed Capacity

  • DRAM capacity is expected to increase 2% in 2019 followed by an increase of 4% in 2020
  • 3D NAND capacity growth will increase by 4% in 2019 and jump by double digits in 2020
  • Installed capacity for MPU is expected to increase by 3% in 2019 and have stronger growth in 2020
  • Opto (primarily image sensors) capacity will increase in 2019 and  2020
  • Foundry capacity is also expected to increase at steady growth rates in 2019 and in 2020

New Facilities / Construction Spending

  • In 2019 there are 69 construction projects totaling US$15.2 Billion, a year-over-year decrease of 3%
  • Fab construction spending in China is expected to exceed US$4.7 Billion in 2019 or decline 24% year-over-year and decline further into 2020. Construction spending in Korea in 2019 and 2020 is expected to exceed US$4 Billion, each year
  • Most construction spending in 2019 will be for Memory (US$8.3 Billion), primarily for 3D NAND followed by DRAM. Second in construction spending is Foundry (US$2.9 Billion)

 

Activity Report 

Since the last report published March 3, 2019:

  • The Q2 Edition of the SEMI Fab Database has 1,316 records, including 111 future facilities/lines with various probabilities that will start volume production in 2019 or later
  • We made 192 changes on 182 fabs/lines including the addition of 14 new records and the deletion of 3 records
  • The report is tracking active investments (combination of construction and equipment) of 440 fabs and lines from 137 companies

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Coverage: 24/7 online access to 3 years of data with forecast through next year

Coverage: 3 years of data; Quarterly forecast for the next year.

Coverage: Includes previous quarter (no quarterly forecast).

Coverage: 200mm front-end fabs (forecast to 2022)

 

Detail for all fabs including ones that have or will have spending plans. Includes closed fabs for the period.

Detail for all fabs including ones that have or will have spending plans. Includes closed fabs for the period.

Provides a previous quarter summary of all fabs including fabs that will be closed.

The report consists of a presentation and spreadsheet that provides comprehensive coverage of the global 200mm fab installed base.  

 

Semiconductor, LED/Opto, MEMS, and R&D fabs

Semiconductor, LED/Opto, MEMS, and R&D fabs

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Semiconductor, LED/Opto, MEMS, and R&D fabs

 

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