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TAP TIMES       -30-                                       APRIL 2022



              300mm fabs projected to                           cessing chips on large wafers come into
                  exceed 200 by 2026                            play for device types characterized by
                                                                large die sizes and high volumes.

        SAN DIEGO, Calif.— At the end of
        2021, there were 153 semiconductor                      Examples
        fabs processing 300mm wafers for the                    Examples of ICs with these characteristics
        fabrication of ICs, including CMOS                      include DRAMs, flash memory, image sen-
        image sensors, and non-IC products                      sors, complex logic and microcomponent
        such as power discretes.                                ICs, PMICs, baseband processors, audio
                                                                CODECs, and display drivers.

        Count increased by 14 in 2021
        The 300mm wafer fab count increased by                  While large-size power transistors are still
        14 in 2021, the most in one year since the              small compared to the die sizes of these
        same number opened in 2005. There are                   ICs, they ship in high volumes and are big
        10 fabs scheduled to open in 2022, fol-                 enough to keep a 300mm fab loaded at a
        lowed by another 13 in 2023 and 10 in                   cost-effective production level.
        2024.
                                                                According to IC Insights, unit demand for

        This puts the industry on pace to have                  power transistors in 2021 reached 43.5
        more than 200 300mm fab lines in opera-                 billion for power MOSFETs and 2.2 billion
        tion by 2026. These are projections made                for IGBTs.
        in Knometa’s new Global Wafer Capacity
        2022 report                                             Of the 10 300mm wafer fabs scheduled
                                                                to begin operations in 2022, two will be

        More fab for power transistors                          focused on the production of non-IC prod-
        An increasing number of 300mm fabs are                  ucts. One is a CR Micro fab in Chongqing,
        being built to fabricate non-IC devices,                China, and the other  fab in Xiamen, Chi-
        and power transistors in particular.                    na, owned by Silan Microelectronics.


        The manufacturing cost benefits of pro-                 TSMC building 1/3d of new fabs
                                                                One-third of the new 300mm fabs opening
                                                                              this year are being built by
                                                                              TSMC. Responding to high de-
                                                                              mand for its foundry services,
                                                                              the company increased its
                                                                              capital spending 74% in
                                                                              2021 to $30 billion.

                                                                              Much of that spending went
                                                                              toward equipping the Phase 4
                                                                              and Phase 5 fabs at its Fab 18
                                                                              campus in Tainan.

                                                                              TSMC is also finishing up a
                                                                              second fab at it Fab 16 site in
                                                                              Nanjing, China, to meet de-
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