By 2026, global 200mm fab capacity will reach an all-time high

According to the latest report released by SEMI, it is expected that from 2023 to 2026, the global semiconductor manufacturers 200mm wafer fab capacity will increase by 14%.

In its 2026 200mm Fab Outlook report on Tuesday, SEMI noted that it expects global semiconductor manufacturers to increase 200mm fab capacity by 14% from 2023 to 2026, adding 12 200mm fabs (excluding EPI, a non-profit organization), reaching a record high of more than 7.7 million wafers per month.

The report notes that power compound semiconductors are critical to the consumer, automotive and industrial sectors and are the largest driver of 200mm investment, especially as the adoption rate of electric vehicles continues to rise, and the development of powertrain inverters and electric vehicle (EV) charging stations is expected to drive the growth of global 200mm wafer capacity.

“The rising capacity of 200mm fabs in the global semiconductor industry underscores the optimistic expectations for the growth of the automotive market,” said Ajit Manocha, president and CEO of SEMI. “While automotive chip supply has stabilized, the increase in chip content in electric vehicles and the push for shorter charging times are spurring capacity expansion.”

Chip suppliers including Bosch, Fujifilm, Infineon, Mitsubishi, onsemi, Rohm, ST and Wolfspeed are accelerating their 200mm capacity projects to meet future demand.

Among them, the automotive and power semiconductor fab capacity will increase by 34%, ranking first; Microprocessor units/microcontroller units (MPU/MCU) ranked second at 21%; This was followed by MEMS, Analog, and Foundry at 16%、8% and 8%, respectively.

The data show that the majority of the 200mm wafer fab capacity is 80nm to 350nm technology nodes. The capacity of 80nm to 130nm nodes is expected to grow by 10%, while the capacity of 131nm to 350nm technology nodes is expected to grow by 18% from 2023 to 2026.

Source: SEMI

By region, Southeast Asia is expected to lead the growth of 200mm capacity, which will increase by 32% over the reporting period. The Americas, Europe and the Middle East, and Taiwan will follow with growth rates of 14%、11% and 7%, respectively.

In 2023, China is expected to account for 22 percent of 200mm fab capacity, while Japan is expected to account for 16 percent of total capacity, followed by Taiwan, Europe and the Middle East, and the United States at 15 percent, 14 percent, and 14 percent, respectively.


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