SEMI World Fab Forecast：2010年全球晶圓廠資本支出增長64% 但產(chǎn)能增長緩慢

SEMI World Fab Forecast預(yù)測，2010年全球晶圓廠支出將達(dá)到240億美元。其中很大一部分（約140億美元）將來自6家已制定激進(jìn)投資計(jì)劃的公司。

這六家公司分別是：TSMC, GlobalFoundries, Toshiba, Samsung, Intel和Inotera。2010年這六家公司的晶圓廠資本支出將超過全球總額的一半。2010年資本支出增長率預(yù)計(jì)為64%，看起來挺高，但2009年是歷史低點(diǎn)。

SEMI資深分析師Christian Dieseldorff指出：“2009年全球在線產(chǎn)能預(yù)計(jì)將減少2%-3%，主要由于31家晶圓廠相繼關(guān)閉。2010年總產(chǎn)能預(yù)計(jì)將小幅增長4%-5%，達(dá)到每月2150片（等效于200mm晶圓），2010年多數(shù)支出將用于晶圓廠升級(jí)而不是產(chǎn)能擴(kuò)張?！?/p>

SEMI World Fab Forecast Predicts 64% Growth in Fab Spending? Increased Fab Spending in 2010 but Stagnant Capacity

SAN JOSE, Calif. – September 2, 2009 – SEMI’s World Fab Forecast predicts 64% growth in fab spending for 2010 to reach $24 billion. A large portion (about $14 billion) is expected to come from six companies that have announced ambitious investment plans.

The major investments will come from six companies (TSMC, GlobalFoundries, Toshiba, Samsung, Intel, and Inotera.) These companies will contribute more than half of the total fab capex spending expected in 2010. The increase of 64% appears high, but this percentage increase is against historic lows in 2009.

Christian Dieseldorff, senior analyst at SEMI, noted “Worldwide installed capacity is expected to decline by 2 to 3% in 2009 mainly due to the closure of 31 fabs. This overall capacity is expected to have a slow growth rate of only 4 to 5% in 2010, to about 21.5 million wafers per month (in 200 mm equivalents), and most spending in 2010 is expected to go towards upgrading fabs rather than expansion of installed capacity.”

The World Fab Forecast tracks planned projects resulting in any change of installed capacity.

SEMI World Fab Forecast report provides high-level summaries and graphs, in-depth analyses of capital expenditure, capacity, technology and products, down to the detail of each fab, and forecasts for the next 18 months by quarter. These tools are invaluable for understanding how 2009 and 2010 will look, and learning more about capex for construction projects, fab equipping, technology level, and products. Please visit www.semi.org/fabs for additional information on these reports.

SEMI is the global industry association serving the manufacturing supply chains for the microelectronic, display and photovoltaic industries. SEMI member companies are the engine of the future, enabling smarter, faster and more economical products that improve our lives. Since 1970, SEMI has been committed to helping members grow more profitably, create new markets and meet common industry challenges.? SEMI maintains offices in Austin, Bangalore, Beijing, Brussels, Hsinchu, Moscow, San Jose, Seoul, Shanghai, Singapore, Tokyo, and Washington, D.C.? For more information, visit www.semi.org.

Association Contacts

Dan Tracy/SEMI

Tel: 1.408.943.7987

E-mail: dtracy@semi.org

Steve Buehler/SEMI

Tel: 1.408.943.7049

E-mail: sbuehler@semi.org

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