Summary
Global Wafer Capacity 2022
Knometa took ownership of IC Insights' Global Wafer Capacity report in late 2021. As an IC Insights executive, Knometa's Trevor Yancey created this report in 2007 and has been the report's lead analyst and project manager every year since. Mr. Yancey has authored the report as an independent consultant since 2015.
Global Wafer Capacity report provides a detailed breakdown and analysis of the IC industry's wafer fab capacity as it stood in 2022 and then forecasts capacity for each year through 2027.
Accompanying the main report are three addendums: supplemental slides that summarize trends, a spreadsheet of details for all fabs covered in the report, and a set of workbooks with spreadsheets of capacity data for charts.
Coverage and Methodology
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Report and database covering more than 400 chip fabs.
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Detailed classification and analysis of wafer capacity in 2022 along with annual forecasts through 2027.
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Data compiled, summarized, and extended into the future using both bottom-up and top-down research methodologies.
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Forecast data supported by IC Insights' economic outlook and unit shipment expectations.
Use to learn about:
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Capacity, wafer start & utilization forecasts
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IC Market, Unit & ASP forecasts
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Supply versus demand projections
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Rankings of capacity leaders
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Capacity forecasts for DRAM, NAND, MPU/MCU, etc.
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Forecast for leading-edge capacity
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Detailed specifications for hundreds of semiconductor fabs
Data Classifications
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Wafer Size
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Geographic Region/Country
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Americas, Europe, Japan, Korea, Taiwan, China, ROW
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Product Type
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Analog, DRAM, NAND, ASIC/SOC, MPU/MCU, Image Sensor, Foundry
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Process Generation
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Leading Edge, Lagging Edge, Mature, Large Feature
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Process Type
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CMOS, BiCMOS/BCD, Bipolar, III-V
Fab Details Database
Company • Fab Name & Location • Date Opened • Wafer Size • Current & Planned Capacity • Process Technology • Products
Topics Covered
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Market Trends
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Capital Spending Trends and Leaders
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Government Investment Incentives
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History and Forecast for Wafer Capacity, Starts & Utilization
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Top 25 Installed Capacity Leaders
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Fab Closures and Capacity Disruptions
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Seismic and Cyberattack Risks to Fab Operations
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IC Fabs Closed/Repurposed
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New Fabs Scheduled to Open
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Existing and Future Capacity by Geography
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Existing and Future Capacity by Wafer Size
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Capacity Leaders by Wafer Size
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300mm Wafer Fab Count, Trends & Capacity Leaders
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200mm Wafer Fab Count and Trends
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Existing and Future Capacity by Product Type
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Existing and Future Capacity by Process Technology & Generation
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Capacity Leaders by Process Generation
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Addendum I: Supplemental slides with trend summaries
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Addendum II: Spreadsheet with fab facility specifications
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Addendum III: Workbooks with capacity date for charts
Contents/Page Count
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Main Report — 104 pages with 75 tables and figures
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Supplemental Slides — 42 slides summarizing findings in main report
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Fab Facility Specifications — 32 page spreadsheet
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Capacity Data Workbooks — 30 spreadsheets
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Table of Contents
Table of Contents
MAIN REPORT
Introduction
Report Origins
Methodology
Coverage
Wafer Size Normalization
Market & Capital Spending Trends
Market Trends
Capital Spending Trends
Samsung
TSMC
Intel
SK Hynix
Micron
SMIC
STMicroelectronics
Kioxia/Western Digital
GlobalFoundries
UMC
Government Investment Incentives
Capacity Trends Overview
Installed Capacity Leaders
Top 10 IC Wafer Capacity Leaders
Samsung
TSMC
SK Hynix
Micron
Kioxia/Western Digital
Intel
UMC
Texas Instruments
SMIC
GlobalFoundries
Fab Closures and Capacity Disruptions
Earthquakes Present Capacity Risks
Past Earthquakes
Recent Earthquakes
Cyberattack Risks to Fab Operations
Other Recent Capacity Disruptions
Capacity by Geography
Capacity by Headquarters Location vs. Fab Location
Future Capacity by Geography
Capacity by Wafer Size
Geographical Distributions of Existing Capacity by Wafer Size
Future Capacity by Wafer Size
300mm Wafer Fab Capacity Details
300mm Wafer Capacity Leaders
200mm Wafer Fab Capacity Details
Capacity by Product
Geographical Distributions of Existing Capacity by Product
Future Capacity by Product
Capacity by Technology
Capacity by Process Architecture
Capacity by Process Generation
Leading-Edge Processes
Lagging-Edge Processes
Mature Processes
Large-Feature Processes
Geographical Distributions of Existing Capacity by Generation
Future Capacity by Generation
Conclusions
References
List of Figures
MAIN REPORT
Manufacturers Included in IC Wafer Capacity Analysis (1 of 3)
Manufacturers Included in IC Wafer Capacity Analysis (2 of 3)
Manufacturers Included in IC Wafer Capacity Analysis (3 of 3)
IC Fab Lines Covered in Report
Worldwide Semiconductor Sales Growth
Forecast for IC Market Growth Rates
Semiconductor Capital Spending Trends
2022 Semiconductor CapEx Leaders
Global Semiconductor Fab Investment Activities
Annual Global IC Wafer Capacity History and Forecast (table)
Annual Global IC Wafer Capacity History and Forecast (graph)
Volume Changes in Annual Global IC Wafer Capacity
TSMC’s Fab Strategy for Continuous Improvement
Global IC Wafer Capacity Leaders at Dec-2022
Share Perspectives for Capacity Leaders at Dec-2022
Global Semiconductor Wafer Capacity Leaders at Dec-2022
Top 10 IC Wafer Capacity Leaders at Dec-2022
Semiconductor Fab Closures by Wafer Size
Semiconductor Fabs Closed Since 2017
IC Fabs Repurposed for Non-IC Production Since 2018
Seismically Risky* Global IC Wafer Capacity
Seismically Risky Pure-Play IC Foundry Capacity
Global IC Wafer Capacity at Dec-2022 – by Fab Location
Global IC Wafer Capacity at Dec-2022 – by HQ Geography
Global IC Wafer Capacity at Dec-2022 – Fab vs. HQ Location
China-Based Fabs More Cost Competitive Due to Government Support
Some Achievements from China's Efforts to Foster Its Semiconductor Industry
Forecast Installed Monthly IC Wafer Capacity – by Geography
Forecast Installed Monthly IC Wafer Capacity – by Geography (table)
Forecast Installed Monthly IC Wafer Capacity Shares – by Geography
Global IC Wafer Capacity at Dec-2022 – by Wafer Size
Global IC Wafer Unit Volume Capacity at Dec-2022 – by Wafer Size
Geographical IC Wafer Capacity by Wafer Size at Dec-2022
Installed Monthly IC Wafer Capacity for Each Wafer Size at Dec-2022 – by Fab Geography
Installed Monthly IC Wafer Capacity for Each Geography at Dec-2022 – by Wafer Size
Global IC Wafer Capacity Leaders at Dec-2022 – by Wafer Size
Forecast Installed Monthly IC Wafer Capacity Shares – by Wafer Size
Forecast Installed Monthly IC Wafer Capacity – by Wafer Size (table)
Forecast Installed Monthly IC Wafer Capacity – by Wafer Size
Number of Semiconductor Fabs Using 300mm Wafers
300mm Wafer Fabs Opened in 2022
300mm Wafer Fabs Opening in 2023
TSMC’s Fab Sites in Tainan
Site of Kioxia and Western Digital JV Fabs in Yokkaichi
300mm Semiconductor Wafer Capacity Leaders at Dec-2022
Share Perspectives for 300mm Semiconductor Wafer Capacity Leaders at Dec-2022
Comparing 300mm Semiconductor Wafer Capacity Based on Fab and HQ Locations
Number of IC Fabs Using 200mm Wafers
Most New 200mm Fabs Are for Power Discretes
Global IC Wafer Capacity at Dec-2022 – by Product Type
Devices Included in Product Categories
Global IC Wafer Capacity at Dec-2022 – by Product Type
Die Sizes for Various Types of Semiconductors
Foundry Shares of Total IC Wafer Capacity at Dec-2022
Geographical IC Wafer Capacity by Product Type at Dec-2022
Geographical IC Wafer Capacity by Product Type at Dec-2022 (details)
Installed Monthly IC Wafer Capacity for Each Product Type at Dec-2022 – by Fab Geography
Installed Monthly IC Wafer Capacity for Each Geography at Dec-2022 – by Product Type
Installed Monthly IC Wafer Capacity for Each Product Type at Dec-2022 – by Fab Geography (details)
Installed Monthly IC Wafer Capacity for Each Geography at Dec-2022 – by Product Type (details)
Forecast Installed Monthly IC Wafer Capacity – by Product Type
Forecast Installed Monthly IC Wafer Capacity – by Product Type (table)
Forecast Installed Monthly IC Wafer Capacity Shares – by Product Type
Forecast Installed Monthly IC Wafer Capacity – by Product Type
Forecast Installed Monthly IC Wafer Capacity – by Product Type (table)
Forecast Installed Monthly IC Wafer Capacity Shares – by Product Type
Global IC Wafer Capacity at Dec-2022 – by Architecture
Global IC Wafer Capacity at Dec-2022 – by Generation
Geographical IC Wafer Capacity by Generation at Dec-2022 (table)
Installed Monthly IC Wafer Capacity for Each Generation at Dec-2022 – by Fab Geography
Foundry Revenues by Generation
Installed Monthly IC Wafer Capacity for Each Geography at Dec-2022 – by Generation
Global IC Wafer Capacity Leaders at Dec-2022 – by Generation Group
Forecast Installed Monthly IC Wafer Capacity – by Generation (table)
Forecast Installed Monthly IC Wafer Capacity – by Generation
Forecast Installed Monthly IC Wafer Capacity Shares – by Generation
