“SEMI forecasts 6% growth in global semiconductor production this year and 7% growth next year.”

Advanced Semiconductor-led Growth for AI… “Expansion of Semiconductor Manufacturing Capacity Driven by AI Expansion”,
,
,

Semiconductor wafer
[EPA=Yonhap News],
,
, ‘(Seoul=Yonhap News) Reporter Kim Aram = It is expected that global semiconductor fab (production factory) production capacity will continue to grow this year and next year.’,
,
, ‘ In the latest Fab Outlook Report released by the Semiconductor Equipment and Materials International (SEMI) on the 24th, it was forecasted that global semiconductor fab production capacity would increase by 6% this year and 7% next year.’,
,
, ‘ Based on 8-inch wafer equivalents, it is expected that the semiconductor industry’s production capacity will reach 33.7 million units per month next year.’,
,
, ‘ In particular, in response to the demand for artificial intelligence (AI) chips, SEMI observed that production capacity of advanced semiconductors of 5 nanometers and below will increase by 13% and 17% respectively this year and next year.’,
,
, ‘ By region, Chinese companies’ production capacity is expected to increase to 8.85 million units per month this year, a 15% increase, and to nearly 101 million units, close to one-third of the entire semiconductor industry, next year, a 14% increase.’,
,
, ‘ Despite concerns about oversupply, Chinese chip makers continue to invest in expanding production capacity. Leading companies driving the investment include Huahong Group, Nexchip, SMIC, CXMT, and others.’,
,
, ‘ Other regions outside of China are mostly expected to grow by 5% or less.’,
,
, ‘ Taiwan is expected to grow by 4% to 5.8 million units per month next year, and South Korea is expected to grow by 7% to 5.4 million units per month.’,
,
, ‘ SEMI also expected that foundry sector production capacity will increase by 11% this year and 10% next year, driven by Intel’s foundry investment and China’s expansion of production capacity.’,
,
, ‘ With the increasing demand for high-bandwidth memory (HBM), DRAM production capacity is expected to increase by 9% each this year and next year, and the NAND market is expected to skip this year and grow by 5% next year.’,
,
, ‘ SEMI CEO Ajit Manocha said, “The proliferation of AI, from cloud computing to edge devices, is driving the development of high-performance chips and leading the expansion of global semiconductor manufacturing capabilities.”‘,
,
,

Global Semiconductor Production Capacity Outlook
[Provided by SEMI. Redistribution and DB Prohibition],
,
, ‘ [email protected]’,
,
,