July, 2019
www.us-
tech.com
Milpitas, CA — Global fab equipment spending is expected to rebound in 2020, growing 20 percent to $58.4 bil- lion after dropping 19 percent to $48.4 billion in 2019, according to the Q2 2019 World Fab Forecast update published by SEMI, the global indus- try association representing the elec- tronics manufacturing and design supply chain. The 2020 investment increase is
SEMI: Global Fab Equipment Spending to Rebound in 2020
of the SEMI data by half year has shown that memory spending will drop 48 percent in the first half of 2019, with investments in sector components 3D NAND and DRAM plunging 60 percent and 40 percent, respectively. Despite this staggering drop in
a downward revision from the 27 per- cent growth forecast earlier this year, and the 19 percent drop in 2019 spending is deeper than the previ- ously projected decline of 14 percent. Despite the healthy gains forecast for 2020, fab spending will still fall $2 billion short of 2018 investments. Memory sector spending alone is
expected to account for a dispropor- tionate share of the 2019 falloff, drop- ping 45 percent, but should stage a strong recovery of 45 percent to $28 bil- lion in 2020. The 2020 increase in memory investments would mark year-over-year growth of more than $8 billion and drive an overall expansion in fab spending. However, compared to 2017 and 2018 spending levels, 2020 memory investments will be consider- ably less if the forecast holds. In two countertrends to the
memory spending falloff this year, foundry sector investments are pro- jected to increase by 29 percent, with micro growing by over 40 percent, fueled by the 10 nm MPU launch. It is important to note that overall micro spending is dwarfed by foundry and memory investments. The World Fab Forecast update
tracks investment projects of 440 fabs and lines from 2018 to 2020. A review
Tracks Continued from previous page
The Battery Show to Offer Two Dedicated Conference
topics as: E/HV technologies industry outlook; electric and hybrid vehicle components; hybrid vehicle design advancements; and charging and infrastructure advancements. The industry outlook subject
will explore new technologies, regu- lations and timeline rollout, special- ized vehicle usage (aviation, marine, heavy construction vehicles, buses, and delivery vehicles), light duty vehicles, fuel cells, and energy effi- ciency. Also discussed will be advancements in charging and infra- structure, such as basic vehicle charging, power grids, vehicle-to- grid, and emergency power. As a special invitation, The
Michigan Economic Development Corporation is hosting a welcome reception at 5 p.m. on Monday, September 9, at Hyatt Place Detroit/Novi. Conference attendees with all-access passes, speakers, exhibitors, and media representa- tives are all welcome. Contact: UBM, 2901 28th
Street, Suite 100, Santa Monica, CA 90405 % 310-445-4200 Web:
https://thebatteryshow.com r
one sector, overall spending in the first half of 2019 will be partially off- set by a 40 percent increase in invest- ments by leading foundries. With MPU its key driver, micro spending is expected to grow 16 percent in the first half of the year and another 9 percent in the second half. The SEMI World Fab Forecast
report covers new, planned and exist- ing fabs as well as fab spending for construction and equipping, capacity expansion, and technology nodes by quarter and by product type with more than 1,300 front-end fab listings. Since its previous publication in February 2019, 192 updates have been made to the report. SEMI® connects more than 2,100
member companies and 1.3 million professionals worldwide to advance the technology and business of electronics design and manufacturing. SEMI members are responsible for the inno- vations in materials, design, equip-
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ment, software, devices, and services that enable smarter, faster, more pow- erful, and more affordable electronic products. Electronic System Design Alliance (ESD Alliance), FlexTech, the Fab Owners Alliance (FOA) and the MEMS & Sensors Industry Group (MSIG) are SEMI Strategic Associa - tion Partners, defined communities within SEMI focused on specific tech- nologies. Contact: SEMI, 673 South
Milpitas Boulevard, Milpitas, CA 95035 % 408-943-6900 fax: 408-943-6986 Web:
www.semi.org r
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