Global semiconductor manufacturers are expected to increase the production capacity of 200 mm wafers by 14%from 2023 to 2026, adding 12 200 mm wafer fab (excluding EPI), and the industry reaches more than 7.7 million units.SEMI announced today in its 2026 200mm wafer fab.
    power and compound semiconductors are vital to consumer, automobiles and industrial fields, and it is the driving force for 200mm investment.As the adoption rate of electric vehicles continues to rise, power assemblyInverterThe development of electric vehicle (EV) charging stations is expected to promote the growth of 200 mm wafer capacity in the world.
Ajit Manocha, president and executive officer of SEMI, said: The global semiconductor industry's 200mm wafer fab has continued to rise, highlighting people's optimistic expectations for the growth of the automotive market.Although the carchipThe supply has been stable, but the increase in the content of the chip content in electric vehicles and the shortage of the charging time are being stimulated by stimulating capacity expansion.
    Bosch, Fuji Electric, Yingfei, Mitsubishi, Omi, Romm, Semiconductor and WolfSpeed and other chip suppliers are accelerating its 200mm capacity project to meet future needs.
    SEMI 2026 200mm wafer fabum factory list shows that from 2023 to 2026, the production capacity of the wafers and power semiconductor wafers will increase by 34%, of whichmicroprocessorunit/MicrocontrollerUnit (MPU/MCU) Second, increased by 21%, followed by MEMS, simulation and foundry.16%, 8%, and 8%, respectively.
    most of the production capacity of 200 mm wafers is 80 nanote to 350 nanometer technology nodes.From 2023 to 2026, the capacity of 80 nanometer to 130 nanometer nodes is expected to increase by 10 %, while 131 to 350 nanometer technology nodes are expected to increase by 18 %.
    During the reporting period, Southeast Asia is expected to lead 200mm production capacity growth, an increase of 32%.China is expected to rank second with 22%.China is a contribution of 200mm capacity expansion. It is expected that the monthly wafer production will exceed 1.7 million tablets by 2026.The Americas, Europe and the Middle East and Taiwan will follow the growth rates of 14%, 11%, and 7%, respectively.
    By 2023, China is expected to account for 22 % of the production capacity of 200 mm wafers, while Japan is expected to account for 16 % of total capacity, followed by Taiwan, Europe and the Middle East, and the United States, 15 %, 14 %, respectivelyAnd 14 %, separate.
    SEMI 2026 200mm wafer fabry look -up report tracks 336 wafer fabry and production lines (from R & D and output).The report includes 88 updates of 79 facilities and production lines, including 12 new facilities since the last update of March 2023.