Author's Latest Posts


Fab Equipment Spending Sets New Record


Fab equipment spending (new and refurbished) is expected to increase by 37% for 2017, reaching a new annual spending record of about $55 billion. The World Fab Forecast also forecasts that in 2018, fab equipment spending will increase even more, another 5%, for a record high of about $58 billion. The last record spending was in 2011 with about $40 billion. The spending in 2017 is now expected t... » read more

Fab Spending Hits New High


The latest update to the World Fab Forecast report, published on May 31, 2017 by SEMI, reveals record spending for fab construction and fab equipment. Korea, Taiwan, and China all see large investments, and spending in Europe has also increased significantly. In 2017, over US$49 billion will be spent on equipment alone, a historic record for the semiconductor industry. Spending on new fab cons... » read more

Watch Out For 200mm Fabs: Fab Outlook To 2020


One year after the debut of the industry’s first 200mm Fab Outlook report, SEMI has just issued an October 2016 update with the improved and expanded report forecasting 200mm fab trends out to 2020. This extensive report features trends from 2009 to 2020, showing how 200mm fab activities and capacity change worldwide.  Industry spending for construction and equipment is detailed and analy... » read more

Solid Years: Cautious Optimism Drives Equipment Spending Into 2015


Worldwide semiconductor capital expenditure growth for this year is expected to be 11% and will increase another 8% in 2015. Throughout 2014, SEMI has tracked 177 facilities worldwide investing about US$34 billion on semiconductor equipment. In 2015, 190 facilities are being tracked with fab equipment spending worth over $40 billion. The double-digit growth in fab equipment spending for this ye... » read more

Fab Equipment Spending To Rise


By Christian Gregor Dieseldorff Fab equipment spending will grow two percent year-over-year (US$ 32.5 billion) for 2013 and 23 to 27 percent in 2014 ($41 billion) according to the May edition of the SEMI World Fab Forecast. Fab construction spending, which can be a strong indicator for future equipment spending, is expected to grow 6.5 percent ($6.6 billion) in 2013, followed by a decline of 1... » read more

Taiwan: Aggressive Investments In Equipment For 2013-2014


By Christian Gregor Dieseldorff Semiconductor equipment spending in 2012 declined significantly in the second half of the year as sluggish conditions in the global economy dampened some investments in the industry. Counter to this trend was spending in the Taiwan, which could come in at the $9.3 billion to $9.5 billion range. This represents $800 million more in equipment for Taiwan compared t... » read more

Tightening the Purse Strings


By Christian Gregor Dieseldorff When forecasting fab spending, capacity ramps, and related technology node transitions, analysts must not only examine the semiconductor industry, but also track and consider economic factors such as GDP, political events, oil prices, unemployment rates, and consumer sentiments. The latest SEMI World Fab Forecast report, published at the end of November 2012, re... » read more

Front-End Fab Equipment Spending To Grow 17% In 2013


By Christian Gregor Dieseldorff SEMI just released an update to its World Fab Forecast database, which indicates that total fab spending for equipment needed to ramp fabs, upgrade technology nodes, and expand or change wafer size could increase 16.7 percent in 2013 to reach a new record high of $42.7 billion. The estimate includes new equipment, used equipment, or in-house equipment but exclu... » read more

Breaking the Barrier Again: Fab Equipment Spending Up in 2012; in 2013 to Reach an All-Time Record High


Strong Improvement also Seen in Fab Construction By Christian Gregor Dieseldorff, SEMI Industry Research & Statistics (June 1, 2012) Breaking the barrier into positive growth for 2012, the end-of-May edition of the World Fab Forecast shows improved growth in fab equipment spending this year — at US$ 39.5 billion, a two percent year-over-year (YoY) increase.  For 2013, fab equipment... » read more

Mighty Japan Endures as Leader


By Christian Gregor Dieseldorff After the devastating natural disaster in March, Japan’s semiconductor industry has once again proven that it can overcome disaster and recover quickly. Japan is home to a large number of semiconductor companies and has the largest share of total installed fab capacity. In addition, fabs in Japan lead in cutting-edge technology such as 24nm and 19nm NAND Fla... » read more