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Fab Update: New Fab Activity

-- Semiconductor International, 6/1/2002

Key points
• New fab announcements in April were the highest they’ve been since September 2000.
• New fab activity virtually ceased in the second half of 2001.
• We expect more than $20B of new fab activity this year, up more than 40% from 2001.
• More than three-fourths of this new fab activity will be for 300 mm fabs.
• More than 50% of this new fab activity will occur in Asia-Pacific.
• Much of this new fab activity will take place in the shells of fab projects that began during the last upturn and were then “put on the shelf.”

Strategic Marketing Associates is a market research company focusing on the fab. For information about capital spending and new fab projects, call Strategic Marketing Associates at 1-831-464-2669, visit www.scfab.com or e-mail sma@scfab.com.

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