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Markets and Business

Christian G. Dieseldorff

Recent Posts

Global Fab Equipment Spending Poised to Set Record in 2021

Expect slow recovery in 2020 to pave the way to a record next year

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Fab Equipment Spending Crawls Out of Slump in Second Half 2019 – But Roller Coast to Continue in 2020

Global fab equipment spending is slowly crawling out of its slump in the second half of 2019 with a pickup in investments in memory – particularly 3D NAND – leading-edge logic and foundries. Compared to the first half of 2019, the second half...

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Nearly $50 Billion in Fabs to Start Construction in 2020

After a downturn in 2019, investments in new fab projects starting construction is expect to jump US$12 billion to nearly US$50 billion in 2020, with China accounting for the bulk of the investments, according to the latest update of the World...

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Despite Uncertainty, Long-Term Semiconductor Market Outlook Remains Bright

This year, SEMI ISS covered it all – from a high-level semiconductor market and global geopolitical overview down to the neuro morphic and quantum level. Here are key takeaways from the Day 1 keynote and Economic Trends and Market Perspectives...

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Dark Clouds Appear in Sunny Skies

SEMI Fab report reveals deepening slowdown for leading-edge investments, but the outlook remains still sunny for mature technologies

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New Fabs Invest Over $220 Billion

Global fab equipment spending will increase 14 percent this year to US$62.8 billion and is expected to rise 7.5 percent, to US$67.5 billion, in 2019, marking the fourth consecutive year of spending growth and the highest investment year for fab...

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200mm Fabs Add 600,000 Wafers Per Month – Is There an End in Sight?

Tracking toward even stronger growth than forecast last year, 200mm fabs worldwide are gearing up to add more than 600,000 wafers per month from 2017 through 2022, an 11 percent growth rate that will lead to a new high of 6 million wafers per...

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Record Equipment Spending Streak Continues in 2018 and 2019

Christian G. Dieseldorff, Industry Research & Statistics Group, SEMI (June 12, 2018)

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200mm Fabs Still Flexing Muscles!

In the shadow of other more trendy news about China and Memory fab investments, 200mm fabs continue to “flex their muscles.” At least 500,000 wafers per month (wpm) capacity, or a 10 percent expansion, is forecast for 200mm fabs from this year...

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Historic Highs in Fab Spending for 2017 and 2018

Equipment spending alone: US$49 billion in 2017 and $54 billion in 2018

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...

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