An increase in the production capacity of 200mm wafers is expected.
🟦 200mm wafer production to reach all-time high in semiconductor market by 2026
According to SEMI, the international semiconductor trade association, the production capacity of 2026mm wafers is expected to reach more than 200.770 million wafers by 2023, which is the highest level in history. Semiconductor manufacturers around the world plan to increase their 2026mm fab production capacity by 200% and add 14 new 12mm fabs from 200 to <>.
The major drivers of demand are power and compound semiconductors for the consumer, automotive, and industrial sectors. In particular, demand related to electric vehicles (EVs) is increasing.
🟦 With the growth of the automobile market and the spread of EVs
With the growth of the automotive market and the penetration of EVs, the demand for semiconductors is increasing, which is expected to increase the production capacity of 200mm wafers. Semiconductor manufacturers are accelerating their manufacturing investments in 200mm wafers to meet this demand, which has led to an increase in production capacity.
Major 200mm wafer manufacturing investment companies include:
- Fuji Electric
With the growth of the automotive market and the penetration of EVs, the demand for semiconductors is increasing, which is expected to increase the production capacity of 200mm wafers.
The automobile market and the spread of EVs are contributing to the increase in production capacity, with Southeast Asia leading the way and China also expected to grow. As a result, the main markets for EVs are likely to be Southeast Asia and China.