Last year, SEMI said semiconductor output hit record highs, driven mainly by high memory prices such as DRAM and NAND Flash, and strong demand for sensors, optoelectronics and discrete components, which are expected to drive the industry this year.
In addition, the output value of semiconductor equipment is also expected to continue a record high, mainly due to continued expansion of memory and foundry foundry.
SEMI said the Internet of Things, automotive, 5G, AR / VR and AI will be the five drivers of medium- and long-term growth.This year the memory market demand continued to increase, DRAM bit demand growth is estimated at 30%, NAND Flash growth of 45% , NAND Flash capacity growth will be even greater, up to 48%; DRAM production capacity also has more significant growth, an increase of 10%, the rest, such as micro-electromechanical components and power management IC, capacity growth of 8%, 5%.
SEMI yesterday updated the global fab forecast report last year's wafer fab equipment investment-related expenses revised to 57 billion US dollars, an increase of 41%, a record high; this year will hit a new high of 63 billion US dollars, an increase of 11% Among them, South Korea's Samsung and SK Hynix, as well as China Yangtze River Storage, Fujian Jinhua, Huali, Hefei Changxin expansion plan is the focus of attention.