MILPITAS, CA – 300mm fab equipment spending will slowly recover in 2020 after the 2019 downturn and take off in 2021 to log a new record topping $60 billion, says SEMI.
In 2022, spending is expected to lag again, with a rebound expected in 2023 of an all-time peak.
Most of the surges in fab equipment investment over the five-year outlook will be driven by memory (primarily NAND), foundry/logic, and power.
Korea will lead the list of top-spending regions, followed by Taiwan and China, though Europe/Mideast and Southeast Asia are also expected to show healthy increases between 2019 and 2023, says SEMI.
The number of semiconductor fabs/lines in operation is expected to jump more than 30%, from 136 in 2019 to 172 in 2023, and climb even higher, to nearly 200, when lower probability fabs/lines are included in the count.