Due to tight supply and demand and subsidies from various governments, the global semiconductor investment has been boosted. The equipment investment of the top ten factories in 2021 will increase by 30% annually. TSMC, Intel, and Samsung will account for 70% of the total.
The Nikkei Shimbun reported on the 27th that due to tight supply and demand, and governments of various countries have offered assistance measures to promote chip production, the global semiconductor investment wave has been boosted. Various manufacturers have successively built new factories around the world, according to the Nikkei News According to data, the world’s top ten semiconductor companies with their own factories will increase their annual equipment investment by 30% to 12 trillion yen in 2021. Among them, Intel, TSMC, and Samsung Electronics will invest 2 trillion to 3 trillion yen, respectively, and the three companies will account for the overall investment. (The total investment of the top ten factories) accounted for as much as 70%.
The report pointed out that the increase in production capacity of semiconductor factories is expected to eliminate the gap between supply and demand, but it will still take 1 to 2 years for new investment to start actual production. On the demand side, it is difficult to confirm the actual demand due to repeated orders. In addition, the semiconductor industry has repeatedly made active investments in the past and the market conditions have deteriorated. Therefore, this investment wave still has the risk of overcapacity.
The Nikkei News includes Intel, TSMC, Samsung, UMC, GlobalFoundries, Micron, SK Hynix, Infineon, STMicroelectronics and Kioxiz Western Digital.
The International Semiconductor Industry Association (SEMI) recently released a research report that pointed out that 19 semiconductor manufacturing plants will be built around the world by the end of this year, and another 10 will break ground before the end of next year. Taiwan and Mainland China lead the world in the number of new plants opened, with 8 respectively, followed by 6 in the Americas, 6 in Europe/Middle East, 2 in Japan, and 2 in South Korea.
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