Fab Monitor: Japanese Capital Spending
-- Semiconductor International, 10/1/2000
Key points:
Capital spending by Japanese companies will increase by at least 55% this year to $12.7B.
Japanese companies' share of worldwide capital spending has declined from 51% in 1991 to 21% this year.
Including three joint ventures, Japanese companies will start construction on 15 new fabs in 2000, whose total value when fully ramped will exceed $11B.
Three 300 mm fabs will start or already have started construction in Japan this year: Trecenti Technologies (Hitachi-UMC), Sony, and NEC.
Many Japanese companies are outsourcing DRAM production and concentrating their internal capital spending in higher value-added markets, such as system-on-a-chip (SoC), flash memory and MPUs.
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.