Kapacitet for avanceret chipproduktion vokser med 69 procent mod 2028
Brancheorganisationen SEMI har præsenteret deres '300mm Fab Outlook' rapport, hvor det anslås, at den globale kapacitet for avanceret chipproduktion (7nm og mindre) vokser kraftigt frem mod 2028 (in english).
SEMI, the industry association serving the global semiconductor and electronics design and manufacturing supply chain, today reported findings from its latest 300mm Fab Outlook report. The report shows global front-end semiconductor suppliers are accelerating expansion efforts to support the surging demand for generative AI applications.
According to the 300mm Fab Outlook report, the global semiconductor manufacturing industry is expected to maintain strong momentum, with capacity projected to grow at a compound annual growth rate (CAGR) of 7% from the end of 2024 through 2028, reaching a record high of 11.1 million wafers per month (wpm).
A key driver of this growth is the continued expansion of advanced process capacity (7nm and below), which is expected to increase by approximately 69% – from 850,000 wpm in 2024 to a historic high of 1.4 million wpm in 2028 – representing a CAGR of around 14%, double the industry average.
- AI continues to be a transformative force in the global semiconductor industry, driving significant expansion of advanced manufacturing capacity. The rapid proliferation of AI applications is stimulating robust investment across the semiconductor ecosystem, underscoring the industry’s pivotal role in fostering technology innovation and meeting the surging demand for advanced chips, says SEMI President and CEO Ajit Manocha.
AI Continues to drive demand for advanced nodes
Beyond the demand for increasingly powerful training capabilities to support larger AI model architectures, AI inference has emerged as another critical catalyst for growth. Market expansion is further fueled by AI’s integration into system software for personal assistants and innovative applications.
Moreover, AI is also enabling new breakthroughs in virtual and augmented reality devices, as well as humanoid robotic sectors, which are expected to sustain strong demand for advanced semiconductor technologies over the next several years.
Advanced process capacity expansion maintains double-digit growth
Advanced process capacity is projected to maintain a robust 14% CAGR from 2025 through 2028, beginning with 982 thousand wpm in 2025, representing 15% YoY growth. The industry is expected to achieve a significant milestone in 2026, surpassing one million wafers for the first time, with capacity reaching 1.16 million wpm.
Fab equipment in advanced technology soar in 2025 and 2027
The semiconductor industry’s investment landscape remains firmly anchored in advanced process technologies. Capital expenditure on advanced process equipment is forecast to surge to over US$50 billion by 2028, representing a substantial 94% increase from the US$26 billion invested in 2024. This trajectory underscores the industry’s resolute commitment to next-generation manufacturing capabilities, reflecting a robust 18% CAGR.
The transition to cutting-edge nodes continues to accelerate, with 2nm technology projected to reach mass production by 2026, followed by the commercial deployment of 1.4 nm technology in 2028. In anticipation of growing market demand, chip manufacturers are strategically expanding production capacity ahead of schedule, with growth rates of 33% in 2025 and 21% in 2027, respectively.
Investment in 2nm and below wafer equipment represents a particularly dramatic expansion, with funding more than doubling from US$19 billion in 2024 to US$43 billion in 2028. A remarkable 120% increase that underscores the industry’s aggressive pursuit of next-generation manufacturing capabilities.
