How many 12 inch and 8 inch wafer factories are there in the world?
28 August 2023
In the analysis, both parties pointed out that, due to the limited supply chain, except for the memory market, all the market segments of the semiconductor industry experienced significant price increases during the COVID-19 epidemic. In 2021, semiconductor sales will increase by 25%, and this year is expected to decline to 11%, partly due to the price rise. Due to the rapid development of electric vehicle technology, especially the automobile industry has experienced tremendous growth. However, high demand has also led to higher prices in the industrial and data center markets. Inflation is another reason for the slowdown, which has led to fewer orders for mobile phones and other consumer goods. Due to the war in Ukraine, as well as the expansion of super system manufacturers, start-ups and artificial intelligence (these fields have an increasing impact on the semiconductor industry), the semiconductor supply chain has also been blocked, thus driving the increase of global demand for microchips.
There is no doubt that the wind of recession is blowing, and chip companies must take this into account when deciding whether to increase chip production. However, as the experts pointed out, the slowdown does not mean that the manufacturing demand of many companies' products will also decrease.
End to end design and manufacturing skills are attracting more and more enterprises' attention. Extensive R&D programs will benefit from cutting-edge technology, but the main problem is the lack of such a level of wafer fabs. The high cost of developing wafer fabs and putting them online is an important factor in the small number of wafer fabs in the world.
The government's incentives will undoubtedly help, but China has promised to grant about $73 billion in semiconductor subsidies (excluding grants, equity investments and low interest loans totaling more than $50 billion), which the United States, Europe and Japan cannot reach.
The construction of a new wafer factory (which is being built with advanced geometry) must be balanced with the long-term need to manufacture chips on less advanced nodes. According to experts, the current environment is promoting chip companies to work more intelligently and work together to make full use of their limited resources and reduce manufacturing costs; One of them is the cooperation between STF Semiconductor and Lattice.