WFE Outlook 2Q2021

    The Chip Insider®

    Semiconductor Manufacturing

    April 13, 2021
    WFE Outlook
    Digital transformation of major economies has brought severe semiconductor shortages resulting in huge demand increase for capacity and equipment. This has led to massive long-term CAPEX announcements from major Foundries and IDMs. Additionally, governments are concerned about local supply chain security and overall competitiveness, and they are prepared to support semiconductor manufacturing. As a result, the outlook for the next two years for WFE is very bright, with WFE sales soaring over 20% in 2021.

    WildPhotons: If the rate of change...
    WFE Outlook 2Q2021

    Semi Manufacturing in Shortage Environment



    • Digital transformation of major economies has brought severe semiconductor shortages, resulting in huge demand increase for capacity and equipment
      • Shortages are expanding from automotive to other sectors such as mobile phones and consumer electronics
      • Semiconductor and wafer prices are increasing rapidly
      • Equipment companies are sold out for 12 months
    • Massive long-term CAPEX announcements from major Foundries and IDMs
      • TSMC: $100B in three years
      • Intel: Expansion to Foundry and other spending
      • Memory transitioning to EUV and adding capacity
    • Governments concerned about local supply chain security and overall competitiveness
      • U.S: Chips Act $25B for R&D; potential for additional $50B from Infra Packet
      • China: Consistently subsidizing with $30B getting into Semiconductor demand has remained healthy
      • EU: Projecting 30B
      • Taiwan, Korea, Japan, and India initiatives
    • As a result, the outlook for the next two years for WFE is very bright
    WFE Outlook 2Q2021
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