Source: Jiwei network

    According to the latest data released by IC insights, a well-known semiconductor analysis institution, the three years 2020-2022 will be the first three-year period in which capital expenditure has achieved double-digit growth since 1993-1995.

    IC insights adjusted its global semiconductor capital expenditure forecast in 2022, and now it shows that it will increase by 21% this year to reach US $185.5 billion, as shown in the following figure:

    This is lower than the forecast of $190.4 billion and an increase of 24% at the beginning of this year. Despite the downward adjustment, the revised capex forecast still represents a new level of expenditure.

    In the first half of this year, the utilization rate of many IDM plants was still far higher than 90%, and the utilization rate of many pure OEM plants was 100%, because the economic recovery during the epidemic period kept orders strong.

    It is now estimated that the total semiconductor capital expenditure in 2021 and 2022 will reach $338.6 billion. IDM and OEM are investing heavily in expanding production to manufacture logic and storage devices using leading process technologies. However, the strong demand and continuous shortage of many other important chips, such as power semiconductors, analog ICs and various MCUs, have led suppliers to improve the manufacturing capacity of these products.

    Although all these are positive news, the soaring inflation and the rapid slowdown of the global economy LED semiconductor manufacturers to reassess their aggressive expansion plans in the middle of the year. Several (but not all) suppliers, especially many leading DRAM and flash memory manufacturers, have announced reductions in capital expenditure budgets this year. More suppliers pointed out that if the demand for production capacity is assessed based on the situation that the industry has digested the three-year strong expenditure and the economic growth slows down, it is expected to reduce capital expenditure in 2023.

Disclaimer: This article is transferred from other platforms and does not represent the views and positions of this site. If there is infringement or objection, please contact us to del          中恒科技ChipHomeTek

搜索

复制