According to SEMI's latest global fab forecast (World Fab Forecast) said that 2010 and 2011 fab capacity growth of 8%, respectively, while in the process of technological upgrading and continuing expansion of demand-driven, the wafer 2011 Plant growth of 18.3% of spending, then a senior industrial research manager Cengrui SEMI Yu said that the next two years plans to build new semiconductor plant was dropped, but the new plant requires 18-24 months of planning, building, equipment installed , Certification and testing operations on the line if the time is too slow, worried that after two years of semiconductor industry growth momentum may be insufficient.
SEMI pointed out that if separated from the industry since 2004 to observe the annual growth rate of production capacity, LED industry, the most outstanding in the past six years are the rapid growth of double-digit rates, and leads the industry in the past from the memory industry, the growth has changed the situation , The memory industry, the growth rate of the past is twice the foundry, and by 2012 will remain very foundries.
In the continuing process of technological upgrading and expansion of the demand-driven, the wafer fab spending in 2011 will grow 18.3% in 2012 and then grow 9.5%, among which the memory, foundry and MPU spending most obvious. Fab investment in 2011, construction spending in the reduction of 11%, due to various manufacturers are currently no announced plans to build a new plant specifically, construction spending in 2012 remains uncertain.
Reduction in spending relative to the construction, SEMI said that fab 2011, related equipment in the manufacturing process will increase the amount of investment estimated 23% to 40 billion U.S. dollars, surpassing the 2007 level, marking the highest in 19 years, 2010 The top three areas of semiconductor equipment spending, respectively, compared with the memory, foundry and MPU.
In addition, SEMI said, many new applications and consumer demand for electronic devices to NAND become one of the fastest growing market, NAND prices drop even more accelerated market demand and growth.
SEMI pointed out that if separated from the industry since 2004 to observe the annual growth rate of production capacity, LED industry, the most outstanding in the past six years are the rapid growth of double-digit rates, and leads the industry in the past from the memory industry, the growth has changed the situation , The memory industry, the growth rate of the past is twice the foundry, and by 2012 will remain very foundries.
In the continuing process of technological upgrading and expansion of the demand-driven, the wafer fab spending in 2011 will grow 18.3% in 2012 and then grow 9.5%, among which the memory, foundry and MPU spending most obvious. Fab investment in 2011, construction spending in the reduction of 11%, due to various manufacturers are currently no announced plans to build a new plant specifically, construction spending in 2012 remains uncertain.
Reduction in spending relative to the construction, SEMI said that fab 2011, related equipment in the manufacturing process will increase the amount of investment estimated 23% to 40 billion U.S. dollars, surpassing the 2007 level, marking the highest in 19 years, 2010 The top three areas of semiconductor equipment spending, respectively, compared with the memory, foundry and MPU.
In addition, SEMI said, many new applications and consumer demand for electronic devices to NAND become one of the fastest growing market, NAND prices drop even more accelerated market demand and growth.
