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Samsung may spend $200 billion on 11 Texas fabs over 20 years
TAP TIMES -16- AUGUST 2022
Semiconductor equipment sales determined push to increase and upgrade
may reach record $118B in 2022 capacity, the wafer fab equipment seg-
ment is poised to reach the $100 billion
SAN FRANCISCO — Global sales of milestone for the first time in 2022,” said
total semiconductor manufactur- Ajit Manocha, president and CEO of SEMI.
ing equipment by original equipment
manufacturers are forecast to reach Another record year
a record $117.5 billion in 2022, ris- “Secular trends across a diverse range of
ing 14.7% from the previous industry markets, coupled with strong investments
high of $102.5 billion in 2021, and in digital infrastructure, are powering an-
increase to $120.8 billion in 2023. other record year.”
SEMICON West release Driven by demand for both leading-edge
The sales predictions were released by and mature process nodes, the foundry
SEMI in its Mid-Year Total Semiconduc- and logic segments are expected to in-
tor Equipment Forecast during SEMICON crease 20.6% year-over-year to $55.2
West. billion in 2022 and another 7.9%, to $59.5
billion, in 2023. The two segments account
Both the front-end and back-end semicon- for more than half of total wafer fab equip-
ductor equipment segments are contribut- ment sales.
ing to the market expansion.
Memory demand continues
Strong demand for memory and stor-
The wafer fab equipment segment, which age continues to contribute to DRAM and
includes wafer processing, fab facilities, NAND equipment spending this year.
and mask/reticle equipment, is projected
to expand 15.4% to a new industry record The DRAM equipment segment is lead-
of $101 billion in 2022, followed by a 3.2% ing the expansion in 2022 with expected
increase to $104.3 billion in 2023. growth of 8% to $17.1 billion.
“In line with the semiconductor industry’s The NAND equipment market is projected
jected to grow 6.8% to
$21.1 billion this year.
DRAM and NAND
equipment expendi-
tures are expected to
slip 7.7% and 2.4%,
respectively, in 2023.
After surging 86.5%
in 2021, the assembly
and packaging equip-
ment segment is ex-
pected to grow 8.2% to
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