Fab Monitor: Drop in New Fab Activity
-- Semiconductor International, 5/1/2001
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- In January, the three-month moving average of orders for chipmaking equipment was 36% below its August peak.
- After peaking at more than $7B in July 2000, groundbreakings for new fabs had fallen by more than 50% - to $3.4B - in March 2001.
- Although there have been some pushbacks of 300 mm fab plans, companies continue to begin construction of 300mm fabs.
- Four 300 mm fabs started construction in Q1 of this year.
- As many as seven more 300 mm fabs could begin construction before year-end.
- Even with the relative strength of 300mm fab activity, we expect new fab starts to fall by 50% this year.
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.
