Global semiconductor wafer fab production capacity is expected to increase by 6%

The report shows that in order to keep up with the continuous growth of chip demand, the global semiconductor manufacturing industry is expected to increase production capacity by 6% in 2024 and 7% in 2025, reaching a historical high of 33.7 million wafers per month (wpm: 8 inch equivalent, the same below).
 

In 2024, the cutting-edge production capacity of nodes 5 nanometers and below is expected to increase by 13%, mainly driven by Generative Artificial Intelligence (AI) for data center training, inference, and cutting-edge equipment. In order to improve processing energy efficiency, chip manufacturers including Intel, Samsung, and TSMC are preparing to start producing 2nm full gate (GAA) chips, which will lead to a 17% increase in cutting-edge total production capacity by 2025.
 

The popularization of artificial intelligence processing, from cloud computing to edge devices, is driving the development competition of high-performance chips and driving a strong expansion of global semiconductor manufacturing capacity. This creates a virtuous cycle: artificial intelligence will drive the growth of semiconductor content in various application areas, which in turn will encourage further investment.