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SEMI大半导体产业网 Companies Roar Again: Companies Roar Again: Fab Spending and Fab Spending and Capacity Trends Capacity Trends Christian Gregor Dieseldorff SEMI Industry Research Statistics Group SEMI Theater at SEMICON West 2010 July 14, 2010 SEMI大半导体产业网 Sources and definition • All numbers (historic and forecast) are from the SEMI “World Fab Watch” and “World Fab Forecast” Check for “Fab Database reports”: /fabs • All forecasts are estimates. Forecasted numbers shown are subject to change. Final numbers are available through one of SEMI’s Fab Database Reports. • All data refer to Front End Facilities • All capacity numbers are installed capacity in 200mm equivalent wafers per month (wpm) unless otherwise specified. • All spending numbers are in US$ unless otherwise specified. Christian Gregor Dieseldorff, SEMI - Industry Research and Statistics, July 14, 2010 2 SEMI大半导体产业网 Outline Overview of World Fab Database Reports Construction Projects Equipping Fabs Capacities LEDs Summary Christian Gregor Dieseldorff, SEMI - Industry Research and Statistics, July 14, 2010 3 SEMI大半导体产业网 Acknowledgement I Good Times in the Middle of ‘Somewhat More Than Normal Uncertainty’ Quarte