According to the market forecast, the global equipment expenditure of semiconductor fabs will rebound in the third quarter of 2012, with a total amount of about $35 billion, with an annual decrease of 11%, of which * * *' s equipment investment reservation reached $7.048 billion, which, despite an annual decrease of 11.9%, still remains the second largest procurement market in the world. It is worth noting that South Korea has invested heavily in wafer foundry, with an annual increase of 38.5% to $10.255 billion.
TSMC (2330) revised its capital expenditure from $7.8 billion to $7.4 billion last year, a decrease of about 5%, and the market reported that this year will be reduced by about 20% compared with last year; Next Wednesday, the Law Council is expected to announce the amount of capital expenditure this year.
SEMI released the global fab forecast report yesterday, pointing out that the economy slowed down in the first half of the year. In 2012, the global semiconductor fab equipment expenditure will decrease in the first half of the year, but it will stabilize in the middle of the year and increase substantially in the second half of the year, reaching $10 billion in the fourth quarter. In 2012, the total global equipment expenditure will reach $35 billion.
SEMI believes that it is estimated that the investment in fab equipment in 2012 will be reduced by 11% compared with last year. However, with the economic recovery, it is optimistic that Samsung, Hynix, Intel and TSMC will increase the investment amount, and the investment amount of semiconductor equipment is expected to return to only 4% less than last year.
Cao Shilun, president of SEMI*** and Southeast Asia, said that compared with the financial tsunami in 2009, this year's equipment capital expenditure of fabs is still at a high level over the years, even surpassing 2010, and tied for the top three in history with 2007 and 2011.
As for the equipment expenditure of each region, the equipment investment of * * * in 2012 is estimated to reach US$ 7.048 billion, with an annual decrease of 11.9%, but it is still the second largest investor in the world. At the end of last year, Samsung announced that it would increase the capital expenditure on wafer foundry by 7 billion US dollars, much higher than the 3.8 billion US dollars in 2011, a record high, which made South Korea the only region where the capital expenditure on equipment in the global wafer fab grew in 2012, and jumped to the top of the global equipment investment.
