SEMI (International Semiconductor Industry Association) predicts that global wafer fab equipment spending will be topped by Samsung in 2018 and 2019, but the investment amount is not as high as 2017. In contrast, it supports multinational and local fabs. According to the plan, in 2018, the spending on wafer fabs in mainland China will increase by 57% from the previous year and 60% in 2019. The spending on equipment in Mainland China is expected to exceed South Korea by 2019 and become the world’s highest expenditure area.
Following the record-breaking investment amount in 2017, Korean fab equipment spending will decline by 9% to 18 billion U.S. dollars by 2018, and will drop by another 14% to 20 billion U.S. dollars by 2019. However, both spending will exceed 2017. Before the end of the year. As for Taiwan, which has the world’s third-largest investment in wafer fabs, wafer equipment spending will decline by 10% in 2018 to approximately US$10 billion. However, in 2019, it will rebound from 15% to more than US$11 billion. .
As the previously built fabs entered the equipment-installation phase, the spending on wafer fab equipment in mainland China continued to increase. There were 26 wafer fabs that started to set a new record. Equipment will be installed in the next two years. However, domestic companies can do so in 2019. We hope to increase fab investment, which will account for all related expenditures in mainland China from 33% in 2017 to 45% in 2019.