Peter Wennink, CEO of semiconductor lithography equipment leader ASML-US (ASML-US), warned that there will be a shortage of equipment in the next two years; as major fabs have recently released plans to expand new factories, key semiconductor equipment The factory’s delivery was not in time, disrupting the progress of the fab expansion. In this wave of equipment competition, the industry believes that TSMC (2330-TW) (TSM-US) is Esmore’s largest customer, and the impact will be relatively Samsung, Intel (INTC-US) Minor.
According to Peter Wennink, quoted by the Financial Times, there will be equipment shortages in the next year and the next year. This year, more equipment will be shipped than last year, and next year will be more than this year. above, but it will take time.
To this end, Esmore is working with suppliers to evaluate how to increase production capacity; and Intel CEO Henry Kissinger also admitted that the shortage of equipment poses a challenge to the company’s production expansion plan, but there is still time to solve the problem, because it takes 22 hours to build a factory. Years 3 and 4 to start purchasing equipment.
As European and American countries have successively promoted the localization of the semiconductor supply chain, semiconductor factories have successively released large-scale factory expansion plans. TSMC plans to invest more than 100 billion US dollars in the next 3 years, Samsung will also invest 150 billion US dollars in the next ten years, and Intel is not far behind. It recently announced that it will invest about 33 billion euros in Europe for manufacturing and research. The total investment will reach 80 billion euros, and previously announced an investment of 40 billion US dollars to set up factories in the United States.
From the perspective of the expansion plan of semiconductor factories, most of them will start mass production in the second half of 2023, and will reach a peak in 2024. Therefore, whether the production equipment can be successfully obtained has become the key for semiconductor factories to take the lead in mass production ahead of other peers. .
Judging from Esmore’s fourth-quarter financial report last year, Taiwan’s revenue accounted for more than half, reaching 51%, an increase of 5 percentage points from the previous quarter, South Korea’s 27%, and China’s 22%.