Friday, February 27, 2004
Worldwide wafer demand is expected to grow by 9.2 percent from 2003 to 2008, a level that raises concerns about capacity shortages in the short term and a downturn in the long term, according to a Semico Research Corp.
Wafer demand reached 78.2 million wafers in 2003, up 12.6 percent from 2002. The growth was driven by semiconductor unit demand and other factors, said Semico analyst.
Semico continues to believe that the transition to 130-nm and smaller process technologies will accelerate as the recovery takes hold and new products are introduced.
Semico is predicting that almost two dozen 300-mm fabs will come online in 2005. This additional capacity combined with numerous 200-mm fabs in China, along with a slight economic downturn will drive an industry slowdown in 2005.
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