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International Electronics Business News on the 15th According to a report released earlier this week by the International Semiconductor Industry Association (SEMI), global spending on 300mm (12-inch) fab equipment for front-end facilities is expected to decline next year, following a decline in 2023. It will start to grow continuously and is expected to reach a record high of US$118.8 billion by 2026.
SEMI expects global 300mm fab equipment spending to drop 18% to $74 billion in 2023, grow 12% to $82 billion in 2024, grow 24% to $101.9 billion in 2025, and grow 17% to $101.9 billion in 2026. $118.8 billion.
Strong demand for high-performance computing, automotive applications, and increased demand for memory will drive double-digit percentage growth in equipment spending over the three-year period, the association said.
SEMI President and CEO Ajit Manocha said the forecasted wave of growth in equipment spending highlights strong long-term demand for semiconductors, with the foundry and memory industries set to feature prominently in this expansion, indicating demand for chips across a broad range of end markets and applications .
In terms of regions, SEMI expects South Korea to lead global 300mm fab equipment spending with an investment of $30.2 billion in 2026, nearly doubling from $15.7 billion in 2023. Taiwan is expected to spend $23.8 billion in 2026, up from $22.4 billion this year, while mainland China is expected to spend $16.1 billion in 2026, up from $14.9 billion in 2023. U.S. equipment spending is expected to nearly double from $9.6 billion this year to $18.8 billion in 2026.
From a market segment perspective, the foundry industry is expected to lead other areas in equipment spending in 2026, reaching $62.1 billion, up from $44.6 billion in 2023; followed by memory at $42.9 billion, up from 2023 170%; analog spending is expected to grow from $500 million to $6.2 billion in 2026; spending in microprocessors/microcontrollers, discretes (mainly power devices) and optoelectronics is expected to decline in 2026, while logic Investment is expected to rise.
Reposted from: International Electronic Commerce, automatically translated by Google
