is the United States being built without new semiconductor Fab plant?

Forecast according to the factory of Fab of SEMI whole world that released in Feburary 2018 (World Fab Forecast) report, new finally Fab plant is the United States still the beauty of his city is smooth 60. This is not one is built or greenbelt factory, be in however existingStructure3D NAND rebuilds on. Those who predict this Fab factoryEquipmentDefray will reach a peak 2018.

It is the Fab 42 of Intel next. Before beginning to build 2011, it is laid aside all the time. Predict the end of the year will begin configuration this yearEquipment, predicting equipment defray reachs a peak in next year.

A lot of other Fab plants that build before New Year still are raising, the Fab 8 phase that is like Globalfoundries 3 (TDC) with D1X (module 1 with module 2) . D1X is a research and development pilot, is not large quantities of quantitiesProductionFab factory. The plan that Globalfoundries is in the round factory of the 2nd brilliant of Malta has been rolled out.

SamSung has a lot of spaces in Austin, but show without evidence they can increase.

Factory of Fab of SEMI whole world is forecasted show, in minor works is planning or 5 dimensions are being built, but these build a trend to affect to American Fab factory not quite.

Basically be such! Without more Fab factories!

If we are cent of defray of Fab plant equipment two kinds – produce newly canInvestmentAnd upgrade – we see Fab works raises produce can the trend drops. See the chart below. (compare 2005-2011 and 2017-2019) . We look 2017, mixed 2018 2019, globalfoundries, intel and beautiful light are to be produced newly can a few bigInvestmentPerson.

This year, there are 60 ％ to predict to will invest equipment to be produced in order to increase in all Fab factory can, but only 9 Fab factory (beautiful light and Globalfoundries) the much that held this one growth. Similar 2019 case, two factories (Intel and Globalfoundries) represented the largest growth share. Produce newly can investment general under upgrade pay level.

Once these brilliant round factories achieve full loadProduction, additional installation cost grows serious lag at the defray that upgrade, this is indicating the United States is new of Fab factory terminative.

Author SEMI industry studies and analyse chief inspector, christian Dieseldorff