- Southeast Asia may lead to 200mm capacity growth with a 32% increase from 2023 to 2026
- Growth of 80nm to 130nm node capacity is forecast to expand by 10%
According to Semiconductor Equipment and Materials International (SEMI), semiconductor manufacturers may increase their 200mm fab capacity by 14% from 2023 through 2026, adding 12 new 200mm fabs.
Power and compound semiconductors play a major role in the automotive and industrial sectors. Both are the biggest drivers of 200mm investment. The global growth of electric vehicles (EVs) and charging infrastructure is driving an increase in 200mm wafer capacity as EV adoption surges.
Numerous chip suppliers like- Bosch, Fuji Electric, Infineon, Mitsubishi, Onsemi, Rohm, STMicroelectronics and Wolfspeed have increased their 200mm capacity projects to meet future demand, SEMI shared in its report.
Most of the 200mm fab capacity are 80nm to 350nm technology nodes. Growth of 80nm to 130nm node capacity is forecast to expand by 10%, while 131nm to 350nm technology nodes are expected to register an 18% expansion from 2023 to 2026.
“The global semiconductor industry’s ramp to record 200mm fab capacity highlights the bullish expectations for growth in the automotive market,” said Ajit Manocha, SEMI President and CEO. “While automotive chip supply has stabilised, the increased chip content in EVs and the drive to reduce charging time is spurring capacity expansions.”
According to SEMI, Southeast Asia may lead to 200mm capacity growth with a 32% increase from 2023 to 2026. China may come on second rank with 22% growth. China is expected to rank second with 22% growth. The most significant contributor to the 200mm capacity expansion, China is projected to reach more than 1.7 million wafers per month by 2026. Americas, Europe and the Middle East, and Taiwan will follow at 14%, 11%, and 7% growth, respectively.
In 2023, China is projected to secure a 22% share of 200mm fab capacity, with Japan following at 16%. Taiwan, Europe & the Middle East, and America are expected to account for 15%, 14%, and 14% of total capacity, respectively.
