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While the semiconductor market downturn persists, 13 new 300mm wafer fabs are still being brought online in 2023. These new fabs are mostly for the production of power transistors, advanced logic, and foundry services.

In analyzing the IC industry's installed wafer capacity for its new Global Wafer Capacity 2023 report, Knometa Research compiled data to identify the top companies in the segments of leading-edge, lagging-edge, mature, and large-feature technologies. At the end of 2022, Samsung, Micron, and SK Hynix accounted for 76% of leading-edge capacity, with the vast majority of it for advanced DRAM and 3D NAND production.

American IC manufacturers have 56% of their wafer capacity installed at fabs located in other regions of the world, according to the new Global Wafer Capacity 2023 report from Knometa Research. As of year-end 2022, American companies have installed capacity of 4.6 million 200mm-equivalent wafers per month, with 2.0 million in domestic fabs and 2.6 million in fabs at foreign sites.

Of the major IC producing countries and regions (Americas, China, Europe, Japan, Korea, and Taiwan), the Americas region is unique in that foreign capacity exceeds that of domestic capacity.

Global installed capacity for image sensors was one million 200mm-equivalent wafers per month at the end of 2021. According to the new Global Wafer Capacity 2022 report, image sensor capacity is forecast to increase 13% in 2022.

By the end of 2026, installed capacity for image sensors is projected to be 1.8 million 200mm-equiv. wafers per month. That’s an average annual growth rate of 12.5% over the forecast period, making image sensor capacity among the fastest growing segments.