Industry Expert Blogs

Leading-edge wafer fab capacity is not going to become a commodity item, say analysts Future Horizons. Instead, supply will be limited and longer term supply commitments are the new name of the game. The era of ever-cheaper, freely available wafers is over, at least at the leading edge.

Although investment in fab bounced back in 2010, it failed to reach the level of investment seen in 2007, was 9% percent lower than the previous investment peak in 2000, and significantly slowed in Q4 2010, despite the fact that utilisation was running at 96.6% and on allocation.

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