全球晶圓廠設備支出熱翻
Date: 2018-01-15
News Type:
國際半導體產業協會(SEMI)1月3日發布全球晶圓廠預測(World Fab Forecast)報告內容,將於2017年全球晶圓廠設備投資相關支出上修至570億美元,創下歷史新高.SEMI台灣區總裁曹世綸表示,由於芯片需求強勁,內存價格居高不下,市場競爭激烈等因素,持續帶動晶圓廠投資攀升,許多業者都以前所未見的手筆投資新建晶圓廠與相關設備。
根據國際半導體產業協會(SEMI)發布的全球晶圓廠預測數據顯示,2017年全球晶圓廠設備支出總計570億美元,較前一年增加41%,創下歷史新高。2018年全球晶圓廠設備支出可望增加11%,達630億美元,再度改寫新高紀錄。
SEMI指出,雖然英特爾,美光,東芝與威騰電子(WD),台積電,格羅方德(GlobalFoundries的)等許多半導體大廠,都在2017年及2018年增加晶圓廠投資,整體晶圓廠設備支出大幅增加主要還是來自韓國三星及SK海力士(SK Hynix)這2家內存大廠。
SEMI數據顯示,2017年韓國整體投資金額激增,主要是因為三星支出大幅成長,其成長幅度可望達到128%,從80億美元增至180億美元.SK海力士的晶圓廠設備支出也增加約70%達55億美元,創下該公司有史以來最高紀錄.SEMI預測這兩家業者投資金額在2018年仍將持續居高不下。
SEMI台灣區產業研究資深經理曾瑞榆表示,2017年半導體市場年增長率達20%並超過4,000億美元,主要是受惠於內存價格大漲。其中,DRAM市場規模年增75%,NAND Flash市場規模成長45%,內存佔總體半導體產值比重也由2016年以前的25%以下,在2017年跳上30%以上。(新聞來源:工商時報)
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