2011年半导体产业资本支出创下411亿美元最高纪录

上网时间: 2011年09月09日? 我来评论 【字号: ? ?小】

关键字:资本支出? 半导体产业? LED设备?

SEMI sees fabs capital increasing for now

Nicolas Mokhoff

MANHASSET, NY -- SEMI, the semiconductor and materials industry group, reports capital expenditure will increase to $41.1 billion in 2011, the highest on record, but also predicts that the capacity ramp will slow.

In 2011, SEMI counts 223 facilities spending on equipment. Of these, 77 projects are for LED dedicated facilities. Next year, 190 facilities will start or continue equipping, with 72 LED projects.

The highest spending in 2011 occurs in the Americas with about $10 billion, followed by Taiwan with about $9 billion. The Americas region last led spending in 2002.

Although Intel spends the most, another key reason for America’s lead is Samsung’s spending of about $2.5 to $3 billion in their Austin fab, dubbed the “S2-line.” In 2012, Korea is predicted to step ahead of the Americas, with over $10 billion in fab equipment spending, followed by Taiwan at $9.2 billion according to the SEMI World Fab Forecast.

“Economic developments in recent months decreased consumer confidence and spending, and the semiconductor industry has reacted to this slowdown,” said Christian Gregor Dieseldorff, senior analyst of fab information in the SEMI Industry Research and Statistics group, in a statement.

Looking ahead, the industry may not be able to respond to rapidly increasing demand, for example in the NAND Flash market. SEMI said it takes about 1.5 years to bring a fab from ground breaking to volume production, so in order to see capacity ramp increase in 2012 or 2013, construction projects must start now.


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