Summary

Detailed chip fab analysis and capacity forecast through 2028

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 near the end of 2023 and then forecasts capacity for each year through 2028.

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.


Use to learn about:

• Capacity, wafer start & utilization forecasts
• IC market and capital spending trends
• Supply vs. demand projections
• Utilization rate influences on pricing
• Rankings of capacity leaders
• Capacity forecasts for DRAM, NAND, MPU/MCU, etc.
• Regional capacity by product type, process generation, wafer size
• Forecast for leading-edge capacity
• Detailed specifications for hundreds of semiconductor fabs

Coverage and Methodology

• Report and database covering more than 400 chip fabs.
• Categorization and analysis of wafer capacity as it existed near end of 2023 along with annual forecasts through 2028.
• Data compiled, summarized, and extended into the future using both bottom-up (supply-side) and top-down (demand-side) research and analysis methodologies.

Data Classifications
・Wafer Size
　　300mm, 200mm, ≤150mm

・Geographic Region/Country
　　Americas, Europe, Japan, Korea, Taiwan, China, ROW

・Product Type
　　Analog, DRAM, NAND, ASIC/SOC, MPU/MCU, Image Sensor, Foundry

・Process Generation
　　Leading Edge, Lagging Edge, Mature, Large Feature

・Process Type
　　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

• Market Trends
• Capital Spending Trends and Leaders
• Government Investment Incentives
• History and Forecast for Wafer Capacity, Starts & Utilization
• Top 25 Installed Capacity Leaders
• Fab Closures and Capacity Disruptions
• Seismic and Cyberattack Risks to Fab Operations
• IC Fabs Closed/Repurposed
• New Fabs Scheduled to Open
• Existing and Future Capacity by Geography
• Existing and Future Capacity by Wafer Size
• Capacity Leaders by Wafer Size
• 300mm Wafer Fab Count, Trends & Capacity Leaders
• 200mm Wafer Fab Count and Trends
• Existing and Future Capacity by Product Type
• Existing and Future Capacity by Process Technology & Generation
• Capacity Leaders by Process Generation
• Addendum I: Supplemental slides with trend summaries
• Addendum II: Spreadsheet with fab facility specifications
• Addendum III: Workbooks with capacity date for charts

Report Contet/Page Count

• Main Report — 104 pages with 74 tables and figures
• Supplemental Slides — 41 slides summarizing findings in main report
• Fab Facility Specifications — 33 page spreadsheet
• Capacity Data Workbooks — 30 spreadsheets

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Table of Contents

MAIN REPORT

• Introduction
  • Report Origins
  • Methodology
  • Coverage
  • Wafer Size Normalization
• Market & Capital Spending Trends
  • Market Trends
  • Capital Spending Trends
• Capital Spending Leaders
  •   Samsung
  •   TSMC
  •   Intel
  •   SMIC
  •   SK Hynix
  •   Micron
  •   Texas Instruments
  •   STMicroelectronics
  •   UMC
  •   Kioxia/Western Digital
  • Government Investment Incentives
• Capacity Trends Overview
  • Installed Capacity Leaders
  • Top 10 IC Wafer Capacity Leaders
    • Samsung
    • TSMC
    • SK Hynix
    • Micron
    • Kioxia/Western Digital
    • UMC
    • Intel
    • Texas Instruments
    • SMIC
    • Powerchip/Nexchip
  • 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

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List of Tables/Graphs

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
• 2023 Semiconductor CapEx Leaders
• Overview On Public Funding Initiatives in Selected Countries
• 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
• Global IC Wafer Capacity Leaders at Dec-2023
• Share Perspectives for Capacity Leaders at Dec-2023
• Global Semiconductor Wafer Capacity Leaders at Dec-2023
• Top 10 IC Wafer Capacity Leaders at Dec-2023
• 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-2023 – by Fab Location
• Global IC Wafer Capacity at Dec-2023 – by HQ Geography
• Global IC Wafer Capacity at Dec-2023 – Fab vs. HQ Location
• China-Based Fabs More Cost Competitive Due to Government Support
• 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-2023 – by Wafer Size
• Global IC Wafer Unit Volume Capacity at Dec-2023 – by Wafer Size
• Geographical IC Wafer Capacity by Wafer Size at Dec-2023
• Installed Monthly IC Wafer Capacity for Each Wafer Size at Dec-2023 – by Fab Geography
• Installed Monthly IC Wafer Capacity for Each Geography at Dec-2023 – by Wafer Size
• Global IC Wafer Capacity Leaders at Dec-2023 – 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 2023
• 300mm Wafer Fabs Opening in 2024
• TSMC’s Fab Sites in Tainan
• Site of Kioxia and Western Digital JV Fabs in Yokkaichi
• 300mm Semiconductor Wafer Capacity Leaders at Dec-2023
• Share Perspectives for 300mm Semiconductor Wafer Capacity Leaders at Dec-2023
• 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-2023 – by Product Type
• Devices Included in Product Categories
• Global IC Wafer Capacity at Dec-2023 – by Product Type
• Die Sizes for Various Types of Semiconductors
• Foundry Shares of Total IC Wafer Capacity at Dec-2023
• Geographical IC Wafer Capacity by Product Type at Dec-2023
• Geographical IC Wafer Capacity by Product Type at Dec-2023 (details)
• Installed Monthly IC Wafer Capacity for Each Product Type at Dec-2023 – by Fab Geography
• Installed Monthly IC Wafer Capacity for Each Geography at Dec-2023 – by Product Type
• Installed Monthly IC Wafer Capacity for Each Product Type at Dec-2023 – by Fab Geography (details)
• Installed Monthly IC Wafer Capacity for Each Geography at Dec-2023 – 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-2023 – by Architecture
• Global IC Wafer Capacity at Dec-2023 – by Generation
• Geographical IC Wafer Capacity by Generation at Dec-2023 (table)
• Installed Monthly IC Wafer Capacity for Each Generation at Dec-2023 – by Fab Geography
• Foundry Revenues by Generation
• Installed Monthly IC Wafer Capacity for Each Geography at Dec-2023 – by Generation
• Global IC Wafer Capacity Leaders at Dec-2023 – 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