Global Wafer Capacity 2024
Detailed chip fab analysis and capacity forecast through 2028

Knometa took ownership of IC Insights' Global Wafer Capacity report in late 2021. As an IC Insights executive, Knometa's Trevor Yancey created this report in 2007 and has been the report's lead analyst and project manager every year since. Mr. Yancey has authored the report as an independent consultant since 2015.

Global Wafer Capacity report provides a detailed breakdown and analysis of the IC industry's wafer fab capacity as it stood near the end of 2023 and then forecasts capacity for each year through 2028.

Accompanying the main report are three addendums: supplemental slides that summarize trends, a spreadsheet of details for all fabs covered in the report, and a set of workbooks with spreadsheets of capacity data for charts.

Use to learn about:

  • Capacity, wafer start & utilization forecasts
  • IC market and capital spending trends
  • Supply vs. demand projections
  • Utilization rate influences on pricing
  • Rankings of capacity leaders
  • Capacity forecasts for DRAM, NAND, MPU/MCU, etc.
  • Regional capacity by product type, process generation, wafer size
  • Forecast for leading-edge capacity
  • Detailed specifications for hundreds of semiconductor fabs

Coverage and Methodology

Report and database covering more than 400 chip fabs.

Categorization and analysis of wafer capacity as it existed near end of 2023 along with annual forecasts through 2028.

Data compiled, summarized, and extended into the future using both bottom-up (supply-side) and top-down (demand-side) research and analysis methodologies.

Data Classifications

Wafer Size
300mm, 200mm, ≤150mm

Geographic Region/Country
Americas, Europe, Japan, Korea, Taiwan, China, ROW

Product Type
Analog, DRAM, NAND, ASIC/SOC, MPU/MCU, Image Sensor, Foundry

Process Generation
Leading Edge, Lagging Edge, Mature, Large Feature

Process Type
CMOS, BiCMOS/BCD, Bipolar, III-V

Fab Details Database
knometa research, trevor yancey, fab details, global wafer capacity report 2022

Company • Fab Name & Location • Date Opened • Wafer Size • Current & Planned Capacity • Process Technology • Products

Report Details
Published February 2024

Topics Covered
  • Market Trends
  • Capital Spending Trends and Leaders
  • Government Investment Incentives
  • History and Forecast for Wafer Capacity, Starts & Utilization
  • Top 25 Installed Capacity Leaders
  • Fab Closures and Capacity Disruptions
  • Seismic and Cyberattack Risks to Fab Operations
  • IC Fabs Closed/Repurposed
  • New Fabs Scheduled to Open
  • Existing and Future Capacity by Geography
  • Existing and Future Capacity by Wafer Size
  • Capacity Leaders by Wafer Size
  • 300mm Wafer Fab Count, Trends & Capacity Leaders
  • 200mm Wafer Fab Count and Trends
  • Existing and Future Capacity by Product Type
  • Existing and Future Capacity by Process Technology & Generation
  • Capacity Leaders by Process Generation
  • Addendum I: Supplemental slides with trend summaries
  • Addendum II: Spreadsheet with fab facility specifications
  • Addendum III: Workbooks with capacity date for charts
Table of Contents

MAIN REPORT
Introduction
   Report Origins
   Methodology
   Coverage
   Wafer Size Normalization
Market & Capital Spending Trends
   Market Trends
   Capital Spending Trends
Capital Spending Leaders
      Samsung
      TSMC
      Intel
      SMIC
      SK Hynix
      Micron
      Texas Instruments
      STMicroelectronics
      UMC
      Kioxia/Western Digital
   Government Investment Incentives
Capacity Trends Overview
   Installed Capacity Leaders
   Top 10 IC Wafer Capacity Leaders
      Samsung
      TSMC
      SK Hynix
      Micron
      Kioxia/Western Digital
      UMC
      Intel
      Texas Instruments
      SMIC
      Powerchip/Nexchip
   Fab Closures and Capacity Disruptions
   Earthquakes Present Capacity Risks
      Past Earthquakes
      Recent Earthquakes
   Cyberattack Risks to Fab Operations
   Other Recent Capacity Disruptions
Capacity by Geography
   Capacity by Headquarters Location vs. Fab Location
   Future Capacity by Geography
Capacity by Wafer Size
   Geographical Distributions of Existing Capacity by Wafer Size
   Future Capacity by Wafer Size
   300mm Wafer Fab Capacity Details
   300mm Wafer Capacity Leaders
   200mm Wafer Fab Capacity Details
Capacity by Product
   Geographical Distributions of Existing Capacity by Product
   Future Capacity by Product
Capacity by Technology
   Capacity by Process Architecture
   Capacity by Process Generation
    Leading-Edge Processes
    Lagging-Edge Processes
    Mature Processes
    Large-Feature Processes
   Geographical Distributions of Existing Capacity by Generation
Future Capacity by Generation
Conclusions
References

Content/Page Count
  • Main Report — 104 pages with 74 tables and figures
  • Supplemental Slides — 41 slides summarizing findings in main report
  • Fab Facility Specifications — 33 page spreadsheet
  • Capacity Data Workbooks — 30 spreadsheets
List of Figures

MAIN REPORT
Manufacturers Included in IC Wafer Capacity Analysis (1 of 3)
Manufacturers Included in IC Wafer Capacity Analysis (2 of 3)
Manufacturers Included in IC Wafer Capacity Analysis (3 of 3)
IC Fab Lines Covered in Report
Worldwide Semiconductor Sales Growth
Forecast for IC Market Growth Rates
Semiconductor Capital Spending
2023 Semiconductor CapEx Leaders
Overview On Public Funding Initiatives in Selected Countries
Annual Global IC Wafer Capacity History and Forecast (table)
Annual Global IC Wafer Capacity History and Forecast (graph)
Volume Changes in Annual Global IC Wafer Capacity
Global IC Wafer Capacity Leaders at Dec-2023
Share Perspectives for Capacity Leaders at Dec-2023
Global Semiconductor Wafer Capacity Leaders at Dec-2023
Top 10 IC Wafer Capacity Leaders at Dec-2023
Semiconductor Fab Closures by Wafer Size
Semiconductor Fabs Closed Since 2017
IC Fabs Repurposed for Non-IC Production Since 2018
Seismically Risky Global IC Wafer Capacity
Seismically Risky Pure-Play IC Foundry Capacity
Global IC Wafer Capacity at Dec-2023 – by Fab Location
Global IC Wafer Capacity at Dec-2023 – by HQ Geography
Global IC Wafer Capacity at Dec-2023 – Fab vs. HQ Location
China-Based Fabs More Cost Competitive Due to Government Support
Forecast Installed Monthly IC Wafer Capacity – by Geography
Forecast Installed Monthly IC Wafer Capacity – by Geography (table)
Forecast Installed Monthly IC Wafer Capacity Shares – by Geography
Global IC Wafer Capacity at Dec-2023 – by Wafer Size
Global IC Wafer Unit Volume Capacity at Dec-2023 – by Wafer Size
Geographical IC Wafer Capacity by Wafer Size at Dec-2023
Installed Monthly IC Wafer Capacity for Each Wafer Size at Dec-2023 – by Fab Geography
Installed Monthly IC Wafer Capacity for Each Geography at Dec-2023 – by Wafer Size
Global IC Wafer Capacity Leaders at Dec-2023 – by Wafer Size
Forecast Installed Monthly IC Wafer Capacity Shares – by Wafer Size
Forecast Installed Monthly IC Wafer Capacity – by Wafer Size (table)
Forecast Installed Monthly IC Wafer Capacity – by Wafer Size
Number of Semiconductor Fabs Using 300mm Wafers
300mm Wafer Fabs Opened in 2023
300mm Wafer Fabs Opening in 2024
TSMC’s Fab Sites in Tainan
Site of Kioxia and Western Digital JV Fabs in Yokkaichi
300mm Semiconductor Wafer Capacity Leaders at Dec-2023
Share Perspectives for 300mm Semiconductor Wafer Capacity Leaders at Dec-2023
Comparing 300mm Semiconductor Wafer Capacity Based on Fab and HQ Locations
Number of IC Fabs Using 200mm Wafers
Most New 200mm Fabs Are for Power Discretes
Global IC Wafer Capacity at Dec-2023 – by Product Type
Devices Included in Product Categories
Global IC Wafer Capacity at Dec-2023 – by Product Type
Die Sizes for Various Types of Semiconductors
Foundry Shares of Total IC Wafer Capacity at Dec-2023
Geographical IC Wafer Capacity by Product Type at Dec-2023
Geographical IC Wafer Capacity by Product Type at Dec-2023 (details)
Installed Monthly IC Wafer Capacity for Each Product Type at Dec-2023 – by Fab Geography
Installed Monthly IC Wafer Capacity for Each Geography at Dec-2023 – by Product Type
Installed Monthly IC Wafer Capacity for Each Product Type at Dec-2023 – by Fab Geography (details)
Installed Monthly IC Wafer Capacity for Each Geography at Dec-2023 – by Product Type (details)
Forecast Installed Monthly IC Wafer Capacity – by Product Type
Forecast Installed Monthly IC Wafer Capacity – by Product Type (table)
Forecast Installed Monthly IC Wafer Capacity Shares – by Product Type
Forecast Installed Monthly IC Wafer Capacity – by Product Type
Forecast Installed Monthly IC Wafer Capacity – by Product Type (table)
Forecast Installed Monthly IC Wafer Capacity Shares – by Product Type
Global IC Wafer Capacity at Dec-2023 – by Architecture
Global IC Wafer Capacity at Dec-2023 – by Generation
Geographical IC Wafer Capacity by Generation at Dec-2023 (table)
Installed Monthly IC Wafer Capacity for Each Generation at Dec-2023 – by Fab Geography
Foundry Revenues by Generation
Installed Monthly IC Wafer Capacity for Each Geography at Dec-2023 – by Generation
Global IC Wafer Capacity Leaders at Dec-2023 – by Generation Group
Forecast Installed Monthly IC Wafer Capacity – by Generation (table)
Forecast Installed Monthly IC Wafer Capacity – by Generation
Forecast Installed Monthly IC Wafer Capacity Shares – by Generation

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