Newsletters

Q2 2016

Q2 2016 ATREG fab disposition newsletter

SEMI REPORT: 19 NEW FABS AND LINES TO START CONSTRUCTION

The latest update of SEMI’s World Fab Forecast report published last month reveals that 19 new fabs and lines will begin construction in 2016 and 2017. Fab equipment spending is projected to gain momentum by 1.5% year-over-year growth by the end of 2016, followed by a projected 13% growth in 2017. 3D NAND, 10nm Logic, and foundry segments are expected to push equipment spending up to US$36 billion in 2016 and to $40.7 billion in 2017. Equipment will not only go into existing fabs and lines being converted to leading-edge technology, but also into new fabs and lines that began construction in the prior year.

SEMI World Fab Report diagramOut of the 19 reported fab and line construction projects, SEMI reports that 12 of them are for 300mm, four for 200mm, and three LED fabs. Excluding LEDs, the potential installed capacity of all these fabs and lines is estimated at almost 210,000 wafer starts per month (in 300mm equivalents) for fabs beginning construction in 2016 and 330,000 wafer starts per month (in 300mm equivalents) for fabs beginning construction in 2017. All new and ongoing construction projects combined planned for 2016 and 2017 are estimated to total $14 billion in spending.

The transition to leading-edge technologies such as planar technologies and 3D technologies creates a reduction in installed capacity within existing fabs. To compensate for this reduction, SEMI highlights that more conversion of older fabs may take place, but also more new fabs and lines may begin construction.

Is your company planning a fab conversion, disposition, acquisition, or construction in the coming months?  We cordially invite you to contact us to discuss your specific manufacturing asset needs with one of our advisors.

 

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SEE YOU AT SEMICON WEST NEXT MONTH!

SEMICON West 2016Will you be attending SEMICON West from July 12 to 14 at the Moscone Center in San Francisco, Calif.? If that is the case, we’d love to meet up at the show! To set up an appointment with one of our team members, please email us and we’d love to answer any questions you may have on advanced technology manufacturing asset availability.

You can leverage our unique blend of deep market knowledge, extensive industry relationships, and global transaction expertise to help you drive strategic decisions, achieve their transaction objectives, and maximize your ROI. Our complex transactions encompass semiconductor fabs, cleanrooms, and technology campuses anywhere in the world, including land, buildings, intellectual property (IP), complete tool lines, and business unit elements (supply contracts, workforce, etc.)

We look forward to seeing you there!

 

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