MILPITAS, Calif.– January 2, 2024 –Global semiconductor capacity is anticipated to boost 6.4% in 2024 to leading the 30 million * wafers monthly (wpm) mark for the very first time after climbing 5.5% to 29.6 wpm in 2023, SEMI introduced today in its most current quarterly Globe Fab Projection record.
The 2024 development will certainly be driven by capacity rises in groundbreaking reasoning and shop, applications consisting of generative AI and high-performance computer (HPC), and the healing in end need for chips. The capacity growth slowed down in 2023 due to softening semiconductor market need and the resulting stock modification.
“Resurgent market demand and increased government incentives worldwide are powering an upsurge in fab investments in key chipmaking regions and the projected 6.4% rise in global capacity for 2024,” claimed Ajit Manocha, SEMI Head Of State and Chief Executive Officer. “The heightened global attention on the strategic importance of semiconductor manufacturing to national and economic security is a key catalyst of these trends.”
Treatment 2022 to 2024, the Globe Fab Projection record reveals that the global semiconductor sector strategies to start procedure of 82 brand-new quantity fabs, consisting of 11 jobs in 2023 and 42 jobs in 2024 extending wafer dimensions varying from 300mm to 100mm.
China Leads Semiconductor Sector Development
Improved by federal government financing and various other rewards, China is anticipated to boost its share of global semiconductor manufacturing. Chinese chip producers are anticipated to begin procedures of 18 jobs in 2024, with 12% YoY capacity development to 7.6 million wpm in 2023 and 13% YoY capacity development to 8.6 million wpm in 2024.
Taiwan is projected to continue to be the second-largest area in semiconductor capacity, enhancing capacity 5.6% to 5.4 million wpm in 2023 and uploading 4.2% development to 5.7 million wpm in 2024. The area is positioned to start procedures of 5 fabs in 2024.
Korea rankings 3rd in chip capacity at 4.9 million wpm in 2023 and 5.1 million wpm in 2024, a 5.4% boost as one fab comes online. Japan is anticipated to area 4th at 4.6 million wpm in 2023 and 4.7 million wpm in 2024, a capacity boost of 2% as it begins procedures of 4 fabs in 2024.
The Globe Fab Projection reveals the Americas enhancing chip capacity by 6% YoY to 3.1 million wpm with 6 brand-new fabs in 2024. Europe & & Mideast is projected to up capacity 3.6% to 2.7 million wpm in 2024 as it releases procedures of 4 brand-new fabs. Southeast Asia is positioned to boost capacity 4% to 1.7 million wpm in 2024 with the beginning of 4 brand-new fabulous jobs.
Factory Section Proceeds Solid Capacity Development
Factory vendors are anticipated to ranking as the leading semiconductor devices customers, enhancing capacity to 9.3 million wpm in 2023 and a record 10.2 million wpm in 2024.
The memory section slowed down growth of capacity in 2023 due to weak need in customer electronic devices consisting of Computers and smart devices. The DRAM section is anticipated to boost capacity 2% to 3.8 million wpm in 2023 and 5% to 4 million wpm in 2024. Set up capacity for 3D NAND is projected to continue to be level at 3.6 million in 2023 and increase 2% to 3.7 million wpm following year.
In the distinct and analog sectors, automobile electrification stays the vital vehicle driver of capacity growth. Distinct capacity is anticipated to expand 10% to 4.1 million wpm in 2023 and 7% to 4.4 million wpm in 2024, while Analog capacity is projected to expand 11% to 2.1 million wpm in 2023 and 10% to 2.4 million wpm in 2024.
The most recent upgrade of the SEMI Globe Fab Projection record, released in December, notes 1,500 centers and lines internationally, consisting of 177 quantity centers and lines with different chances anticipated to begin procedure in 2023 or later on.
Download And Install an example of the SEMI Globe Fab Projection record.
For information regarding SEMI reports on various other semiconductor markets, check out SEMI Market Information or speak to the SEMI Market Knowledge Group (MIT) at mktstats@semi.org.
* 200mm equal
