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OCTOBER 2019       TAP TIMES          -13-           Most of the surges in fab equipment in-
                                                                vestment over the five-year outlook will
                                                                be driven by memory (primarily NAND),
         300mm fab equipment spending                           foundry/logic, and power.
          will recover in 2020, SEMI says

                                                                Korea will be top spender
                                                                Korea will head the list of top-spending
        MILPITAS, Calif.—300mm fab equip-                       regions followed by Taiwan and China,
        ment spending will slowly recover in                    though Europe/Mideast and Southeast Asia
        2020 after the 2019 downturn and                        are also expected to show healthy increas-
        take off in 2021 to log a new record                    es between 2019 and 2023.
        high topping $60 billion.

        Spending, however, will lag again in 2022               Offering projections through 2023, the
        and rebound to an all-time peak in 2023,                300mm Fab Outlook report details fab
        according to the SEMI Industry Research                 investments across construction and
        and Statistics group in its first edition of            equipment, as well as fab capacities and
        the 300mm Fab Outlook report.                           technologies investment for DRAM, NAND,
                                                                                             foundry, logic, and
                                                                                             a host of other
                                                                                             products manufac-
                                                                                             tured on 300mm
                                                                                             wafers.



                                                                                             30% jump
                                                                                             The number of
                                                                                             semiconductor
                                                                                             fabs/lines in opera-
                                                                                             tion is expected to
                                                                                             jump more than 30
                                                                                             percent, from 136
                                                                                             in 2019 to 172 in
                                                                                             2023, and climb
                                                                                             even higher, to
                                                                nearly 200, when lower probability fabs/
                            Reach                               lines are included in the count.
                              Key                               The new SEMI 300mm Fab Outlook report

                           Industry                             shows facility details by quarter through

                          Buyers &                              2023 and also includes projections for fab
                                                                projects through 2030 with estimates of
                          Specifiers                            various probabilities.
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