Wafer production Taiwan jumps first in the world

Benefited from Taiwan Semiconductor Manufacturing Co. (2330) and UMC (2303) actively expanding Taiwan's 12-inch plant's advanced manufacturing capacity last year, Taiwan became the world's largest semiconductor wafer producer in 2011. According to market survey agency IC Insights survey statistics, Taiwan's wafer production capacity last year reached 2,858.3 thousand wafers of 8 inch wafers, accounting for 21% of global semiconductor production capacity, surpassing Japan and South Korea.

According to an IC Insights survey, the total monthly semiconductor wafer production capacity in the world reached 13,617.8 thousand 8-inch wafers last year. Taiwan, which has squeezed Japan and South Korea, became the world's largest semiconductor wafer producer. Its monthly production capacity reached 2%. 858.3 thousand 8 inch wafers, the market share of 21%.

As for Japan, which was originally the world's largest wafer-producing country, its monthly production capacity reached 2,683.6 thousand pieces of 8-inch wafers last year, with a market share of 19.7% ranking the second largest country and South Korea receiving 2,293.5 thousand pieces of 8-inch. About when the monthly production capacity of wafer takes the third largest producer, the market share is 16.8%. Last year, the United States had a monthly production capacity of 1,995.1 thousand 8-inch wafers, and its market share dropped to 14.7%, making it the world’s fourth-largest producer.

The report pointed out that Taiwan has been very active in the production capacity expansion of 12-inch plants in recent years, of which the global occupancy rate of 12-inch wafers has reached 25.4%, which means that out of every 4 12-inch wafers in the world, one is Taiwan. Production process. As for the 8 inch wafer market in Taiwan, the global market accounted for 18.7%, and the global market share of 6-inch wafers reached 11.4%.

In addition, in Taiwan's 2011 semiconductor wafer production capacity, 12-inch plants accounted for 64.6% of high-density, 8-inch plants accounted for 29.2%, 6-inch plants accounted for 6.1%, obviously Taiwan's wafer foundry and DRAM plants in the past A few years of 12-inch wafer casting has made Taiwan the most important semiconductor production center in the world. It is also the largest producer of advanced processes ranging from 40 nanometers to 60 nanometers.

According to industry analysis, wafer foundry is a major contributor to Taiwan's capacity leap forward. Last year, TSMC had a total capacity of 12,969 thousand 8-inch wafers. The annual growth rate was as high as 17%. Last year, UMC's total production capacity also increased by 11%. It came to 5,323 thousand 8-inch wafers. The reason why wafer duoies will expand their operations in a big way is that in addition to taking orders from major IC design manufacturers, IDM plants have been moving toward fab-lite development in recent years, and they have subcontracted many advanced manufacturing processes. Another major growth momentum.

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