GSA new member, Stephen Rothrock, President and CEO, ATREG, Inc., recently appeared in Semiconductor Packaging News. Rothrock offered his 2022 viewpoint.
“Global fab demand to continue to rise in 2022.
To mitigate the global chip shortage, semiconductor manufacturers have left no stone unturned to increase capacity. Existing fabs are running at over 100% and tools are constrained. Many 200mm users are buying 300mm fabs to calibrate them back to 90nm, .13, and .18 nodes.
Within five years, the fab buyers’ market we knew suddenly morphed into a sellers’ market. As a result, a larger than usual number of fabs announced or closed worldwide in 2021 — nine total, marking a new turning point for global fab demand.”
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