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SEMI’s World Fab Forecast offers bright outlook on the 2009 horizon
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With
close to 70 fab projects driving fab equipment spending for 2009,
SEMI’s World Fab Forecast is projecting an increase of more than 20% in
fab spending for 2009. The optimistic outlook was published recently by
SEMI and provides in-depth analyses of capital expenditure, capacity,
technology and products, and also forecasts for the next 18 months.
2008 saw 90 percent of fab equipment spending taking place in 300mm fab projects, with close to 69 percent of all equipment spending for 65nm-and-below technology nodes. Fab capacity for 2009 is expected to grow by about 10 percent.
Memory took a 40 percent share of the total fab capacity in 2008, and is expected to rise slightly to 42 percent in 2009. Foundries stood at 20 percent, while logic took 15 percent of the capacity share.
More information on these reports can be found here.