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2026 All-Time High in Store for Global 300 mm Semiconductor Fab Capacity After 2023 Slowdown

TheLostSwede

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Semiconductor manufacturers worldwide are forecast to increase 300 mm fab capacity to an all-time high of 9.6 million wafers per month (wpm) in 2026, SEMI announced today in its 300 mm Fab Outlook to 2026 report. After strong growth in 2021 and 2022, the 300 mm capacity expansion is expected to slow this year due to soft demand for memory and logic devices.

"While the pace of the global 300 mm fab capacity expansion is moderating, the industry remains squarely focused on growing capacity to meet robust secular demand for semiconductors," said Ajit Manocha, SEMI President and CEO. "The foundry, memory and power sectors will be major drivers of the new record capacity increase expected in 2026."




Chipmakers expected to increase 300 mm fab capacity during the 2022 to 2026 forecast period to meet growth in demand include GlobalFoundries, Hua Hong Semiconductor, Infineon, Intel, Kioxia, Micron, Samsung, SK Hynix, SMIC, STMicroelectronics, Texas Instruments, TSMC and UMC. The companies are planning 82 new facilities and lines to start operations from 2023 to 2026.

Regional Outlooks
Due to U.S. export controls, China will continue to focus government investments on mature technology to lead in 300 mm front-end fab capacity, increasing its global share from 22% in 2022 to 25% in 2026, reaching 2.4 million wafers per month, the SEMI 300 mm Fab Outlook to 2026 shows.

Korea's worldwide 300 mm fab capacity share is expected to slip from 25% to 23% from 2022 to 2026 on weak demand in the memory market. Taiwan is on track to retain third place despite a slight dip in share from 22% to 21% during the same period, while Japan's share of worldwide 300 mm fab capacity is also expected to edge down, from 13% last year to 12% in 2026, as competition with other regions increases.

Powered by strong demand in the automotive segment and government investment, the Americas and Europe & Mideast are expected to see 300 mm fab capacity share growth from 2022 to 2026. The Americas global share is forecast to rise 0.2% to nearly 9% by 2026, while Europe & Mideast is projected to increase its capacity share from 6% to 7% and Southeast Asia is expected to maintain its 4% share of 300 mm front-end fab capacity during the same period.

Projected Capacity Growth Rates by Sector
The SEMI 300 mm Fab Outlook to 2026 shows analog and power leading other sectors in capacity growth at a 30% CAGR from 2022 to 2026, followed by foundry at 12%, opto at 6% and memory at 4%.

The latest update of the SEMI 300 mm Fab Outlook To 2026, published on March 14, 2023, lists 366 facilities and lines - 258 in operation and 108 planned for the future.

View at TechPowerUp Main Site | Source
 
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Dose 300mm is the waffer diameter or the transistor size?
Cus' 300 mm is 100,000,000 times 3nm (1nm is 1\1,000,000 mm)...

Or is it something else completely?
 
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Dose 300mm is the waffer diameter or the transistor size?
Cus' 300 mm is 100,000,000 times 3nm (1nm is 1\1,000,000 mm)...

Or is it something else completely?
It's the wafer diameter
 
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2026?

Last month they claimed that 2024 would be the year of major improvement.

Something tells me there is a fishy smell afoot.
 
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2026?

Last month they claimed that 2024 would be the year of major improvement.

Something tells me there is a fishy smell afoot.
Because 2022 and 2023 are very bad it’s likely 2024 will be better.
usually economic cycles go 5good 3 bad. So they are expecting the market to recover by 24 and have it going full steam by 2026.

i don’t know if it will be like this as QE made us skip a downturn and geopolitically the world is borked.
 
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I wanna be the guy that gets paid to throw the darts...this kind of forecasting is basically that in a nutshell. A group of 4 or 5 think tankers tossin darts at a spinning round calendar.
 
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Dose 300mm is the waffer diameter or the transistor size?
Cus' 300 mm is 100,000,000 times 3nm (1nm is 1\1,000,000 mm)...

Or is it something else completely?

300mm is the diameter of the entire wafer.

1679959981294.png


Hundreds of dies are made from one 300mm wafer. Then, they cut up the wafer and sell them as individual CPUs.
 
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