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SEMI: Chip Investment Recovery in Mainland China and Taiwan in 2020

via:网易科技     time:2019/9/17 8:00:44     readed:88


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By 2020, 18 semiconductor projects will be under construction, up from 15 this year, SEMI said. However, some of these projects may be delayed because of the cooling of the global economy and uncertainty in international trade.

The agency's forecasts show that mainland China is rapidly becoming a major force in semiconductor investment.

Mainland China accounts for 11 of these projects, with a total investment of $24 billion. The Chinese government advocates self-reliance on chips such as memory chips and reduces reliance on overseas technology. As the center of leading chip contract manufacturers such as TSMC, Taiwan is also another important contributor to chip investment, accounting for nearly $13 billion.

In South Korea, weak memory chip prices are expected to cut its investment. South Korea isthree stars Home to industry giants such as electronics and SK Hercules. In 2018, the country became the largest buyer of chip manufacturing equipment.

Mainland China's semiconductor initiatives include Ziguang Zhanrui, its second largest mobile chip manufacturer, which plans to launch a 5G chipset in 2020 to catch up with leading global companies such as Qualcomm.Huawei Heath Semiconductor, its chip division, also plans to launch a 5G chipset as early as this year.

SEMI's prediction covers preprocessing equipment such as circuit etch, which is a major component of chipmakers' capital investment.

The forecast is uncertain. Sami reported that eight of the 18 expected projects were "very unlikely to take shape," with a total estimated investment of more than $14 billion. If demand from technology companies falls, continued uncertainty in international trade could reduce investment interest among chipmakers.

This is particularly true in mainland China, where many of these projects are thought to be less sure of landing as scheduled. Excluding these projects, there are only four projects that are likely to be implemented on schedule, with a total investment of $9.6 billion.

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