Page 38 - january_123021.indd
P. 38
JANUARY 2022 TAP TIMES -38- Foundry has accounted for the largest
share of semiconductor CAPEX each year
since 2014 with two exceptions—2017 and
Global semiconductor equipment 2018 when CAPEX spending for DRAM and
CAPEX may show record high flash memory surged.
SCOTTSDALE, Arizona — Worldwide Spending by foundries has become very
semiconductor CAPEX is on track to important (and necessary) as industry de-
surge 34% in 2021, its strongest per- mand continues to rise for ICs fabricated
centage gain since a 41% increase in using advanced process technology nodes.
2017, predicts IC Insights.
TSMC will spend 57% of total
Record high TSMC, the world’s largest foundry, is fore-
The $152.0 billion in outlays in 2021 cast to account for 57% of the $53.0 bil-
would represent a new record high annual lion in foundry spending this year.
amount of spending, surpassing the pre-
vious high mark of $113.1 billion set just Samsung is also making significant invest-
last year. ments in its foundry operations. Samsung
has been able to match the technology
The figure shows a split of semiconductor roadmap of TSMC and continues its effort
capital spending by leading product seg- to lure more leading-edge fabless logic
ment for 2019 through 2021. suppliers away from its pure-play foundry
rival.
Foundry is 35% of CAPEX
As shown, the foundry segment is fore- On the other hand, SMIC was being count-
cast to represent 35% of all semiconductor ed on by the Chinese government to sup-
capital spending in 2021, easily the larg- ply a much greater portion of semiconduc-
est portion of CAPEX spending among the tors to the China market. SMIC’s inclusion
major product/segment categories. on the U.S. embargo has severely cur-
tailed its ability to carry out those plans.
SMIC’s CAPEX spending is fore-
cast to drop 25% this year to
$4.3 billion, accounting for only
8% of total foundry outlays in
2021.
Dougle-digit increases
For 2021, all of the product seg-
ments are forecast to register
strong double-digit increases in
capital outlays.
The foundry and MPU/MCU seg-
ments expected to log the largest
year-over-year spending increas-
es at 42% followed by analog/
other (41%) and logic (40%).
icinsights.com
Reach your markets with TAP TIMES!
