SEMI World Fab Forecast：2010年全球晶圆厂资本支出增长64% 但产能增长缓慢

SEMI World Fab Forecast预测，2010年全球晶圆厂支出将达到240亿美元。其中很大一部分（约140亿美元）将来自6家已制定激进投资计划的公司。

这六家公司分别是：TSMC, GlobalFoundries, Toshiba, Samsung, Intel和Inotera。2010年这六家公司的晶圆厂资本支出将超过全球总额的一半。2010年资本支出增长率预计为64%，看起来挺高，但2009年是历史低点。

SEMI资深分析师Christian Dieseldorff指出：“2009年全球在线产能预计将减少2%-3%，主要由于31家晶圆厂相继关闭。2010年总产能预计将小幅增长4%-5%，达到每月2150片（等效于200mm晶圆），2010年多数支出将用于晶圆厂升级而不是产能扩张。”

SEMI World Fab Forecast Predicts 64% Growth in Fab Spending? Increased Fab Spending in 2010 but Stagnant Capacity

SAN JOSE, Calif. – September 2, 2009 – SEMI’s World Fab Forecast predicts 64% growth in fab spending for 2010 to reach $24 billion. A large portion (about $14 billion) is expected to come from six companies that have announced ambitious investment plans.

The major investments will come from six companies (TSMC, GlobalFoundries, Toshiba, Samsung, Intel, and Inotera.) These companies will contribute more than half of the total fab capex spending expected in 2010. The increase of 64% appears high, but this percentage increase is against historic lows in 2009.

Christian Dieseldorff, senior analyst at SEMI, noted “Worldwide installed capacity is expected to decline by 2 to 3% in 2009 mainly due to the closure of 31 fabs. This overall capacity is expected to have a slow growth rate of only 4 to 5% in 2010, to about 21.5 million wafers per month (in 200 mm equivalents), and most spending in 2010 is expected to go towards upgrading fabs rather than expansion of installed capacity.”

The World Fab Forecast tracks planned projects resulting in any change of installed capacity.

SEMI World Fab Forecast report provides high-level summaries and graphs, in-depth analyses of capital expenditure, capacity, technology and products, down to the detail of each fab, and forecasts for the next 18 months by quarter. These tools are invaluable for understanding how 2009 and 2010 will look, and learning more about capex for construction projects, fab equipping, technology level, and products. Please visit www.semi.org/fabs for additional information on these reports.

SEMI is the global industry association serving the manufacturing supply chains for the microelectronic, display and photovoltaic industries. SEMI member companies are the engine of the future, enabling smarter, faster and more economical products that improve our lives. Since 1970, SEMI has been committed to helping members grow more profitably, create new markets and meet common industry challenges.? SEMI maintains offices in Austin, Bangalore, Beijing, Brussels, Hsinchu, Moscow, San Jose, Seoul, Shanghai, Singapore, Tokyo, and Washington, D.C.? For more information, visit www.semi.org.

Association Contacts

Dan Tracy/SEMI

Tel: 1.408.943.7987

E-mail: dtracy@semi.org

Steve Buehler/SEMI

Tel: 1.408.943.7049

E-mail: sbuehler@semi.org

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