It is understood that market analysis company Semico Research has recently made predictions for fabs in 2011. They believe that the demand for overall semiconductor chips and wafers in 2011 is expected to increase by 14% and 11% respectively. The fabs will continue to be built and the production capacity will also be improved. Promote.
SemicoResearch management director Joanne Itow, Semico said: The fab set a new record in 2010. The two largest wafer foundries, TSMC and UMC, each achieved an annual growth rate of over 40%. In 2010, the capacity utilization rate exceeded 90% for most of the time. TSMC has accounted for about half of the total capital expenditure of 10 billion US dollars. In 2011, the overall demand for semiconductor chips and wafers is expected to increase by 14% and 11%, respectively. This is not surprising. The foundry will continue to grow at a faster rate and exceed the level of the entire industry. The largest fab will continue to invest heavily in the first half of 2011, but it is expected to gradually decrease in the second half of the year. If not, 2012 may be even harder.
Adrienne Downey, director of technology research at Semico, also stated that capital expenditures have grown by more than 80% in 2010. From this ratio, it can be expected that the reasonable expected expenditure in 2011 will slow down. Fabs will continue to be built, production capacity will also increase, and companies will need to move toward smaller technology nodes. Apple will need more chips than ever, and other tablet computers will need NAND and other semiconductor components. In 2011, all this will only happen at a more moderate level.
SemicoResearch management director Joanne Itow, Semico said: The fab set a new record in 2010. The two largest wafer foundries, TSMC and UMC, each achieved an annual growth rate of over 40%. In 2010, the capacity utilization rate exceeded 90% for most of the time. TSMC has accounted for about half of the total capital expenditure of 10 billion US dollars. In 2011, the overall demand for semiconductor chips and wafers is expected to increase by 14% and 11%, respectively. This is not surprising. The foundry will continue to grow at a faster rate and exceed the level of the entire industry. The largest fab will continue to invest heavily in the first half of 2011, but it is expected to gradually decrease in the second half of the year. If not, 2012 may be even harder.
Adrienne Downey, director of technology research at Semico, also stated that capital expenditures have grown by more than 80% in 2010. From this ratio, it can be expected that the reasonable expected expenditure in 2011 will slow down. Fabs will continue to be built, production capacity will also increase, and companies will need to move toward smaller technology nodes. Apple will need more chips than ever, and other tablet computers will need NAND and other semiconductor components. In 2011, all this will only happen at a more moderate level.
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