| Construction of 15 new fabs by the end of '19 and 18 by the end of '20
| Fab constructed in '19 to produce 740,000 wafers per month starting mid-'20


According to a global fab outlook report released by the Semiconductor Equipment and Materials International (SEMI) on the 16th, investment in new fabs starting construction in 2020 is expected to reach $50 billion, an increase of approximately $12 billion from this year.

It is expected that 15 new fabs worth $38 billion will be built by the end of 2019, and 18 new fabs are expected to be built in 2020.

Ten of the 18 fabs are highly likely to attract construction investment and are worth over $35 billion. The eight fabs have a somewhat low likelihood of construction investment and are worth about $14 billion.

Most fabs that begin construction in 2019 are expected to proceed with equipment introduction in the first half of 2020, with some starting production from mid-2020.

When the wafers produced by these fabs are converted to 200mm, it is expected that approximately 740,000 wafers will be produced per month.

Most of it is expected to be used in foundry (37%), memory (24%), and MPU (17%).

Seven of the 15 fabs undergoing construction investment in 2019 produce 200mm wafers.

If all wafers produced at the new fab, which begins construction in 2020, are converted to 200mm wafers, it is projected that more than 1.1 million wafers will be produced per month.

Fabs with high investment potential will produce approximately 650,000 wafers per month.It appears that the fab with a low probability of investment potential will produce approximately 500,000 wafers.

The wafers produced are expected to be used mainly for foundry (35%) and memory (34%).

Meanwhile, the SEMI World Fab Outlook report analyzes over 1,300 fabs and includes information on investment, production volume, and technology.