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Global 300mm wafer capacity plications as it expands 300mm fab capac-
will set record in 2025 ity,” said Ajit Manocha, SEMI President and
CEO.
MILPITAS, Calif. — Semiconductor Major additions
manufacturers worldwide are fore-
cast to expand 300mm fab capacity “SEMI is currently tracking 67 new 300mm
at a nearly 10% compound average fabs or major additions of new lines ex-
growth rate (CAGR) from 2022 to pected to start construction from 2022 to
2025, reaching an all-time high of 9.2 2025.”
million wafers per month (wpm) by
2025. China is projected to increase its global
share of 300mm front-end fab capacity
from 19% in 2021 to 23% in 2025, reach-
Automotive chips, funding are drivers
SEMI made that forecast in its newly re- ing 2.3 million wpm, a rise driven by fac-
leased 300mm Fab Outlook to 2025 re- tors including growing government invest-
port. Strong demand for automotive semi- ments in the domestic chip industry.
conductors and new government funding
and incentive programs in multiple regions With the growth, China is nearing global
are driving much of the growth. leader Korea in 300mm fab capacity and
expected to overtake Taiwan, now in sec-
ond place, next year.
Demand pushing growth
New fabs announced by companies includ- Korea, Taiwan may move lower
ing GlobalFoundries, Intel, Micron, Sam-
sung, SkyWater Technology, TSMC and Taiwan’s worldwide capacity share is ex-
Texas Instruments are ramping in 2024 or pected to slip 1% to 21% from 2021 to
2025 to help meet the growth in demand. 2025, while Korea’s share is also projected
to edge lower 1% to 24% during the same
period.
“While shortages of some chips have
eased and supply of others has remained
tight, the semiconductor industry is laying Japan’s share of worldwide 300mm fab
the groundwork to meet longer-term de- capacity is on a path to fall from 15% in
mand for a broad range of emerging ap- 2021 to 12% in 2025 as competition with
other regions increases.
The Americas’ global
share of 300mm fab ca-
pacity is forecast to rise
from 8% in 2021 to 9%
in 2025, driven partly by
U.S. CHIPS Act funding
and incentives.
Europe/Mideast is pro-
jected to increase its
capacity share from 6%
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