Global wafer fabrication capacity continues to expand in 2024, with Southeast Asia becoming a new hotspot for wafer fab investment.
Mature Process Capacity Rapidly Expanding
Driven by growing demand from automotive electronics, industrial control and IoT, mature process wafer capacity is expanding rapidly. Multiple wafer fabs in Southeast Asia have announced expansion plans, with mature process capacity expected to grow by more than 20% in 2025.
Advanced Process Layout Accelerating
Singapore is accelerating its layout in the advanced process field, with multiple international chip manufacturing companies investing in advanced process production lines in Singapore. These projects will drive the high-end development of Southeast Asia semiconductor industry.
Specialty Processes Become Differentiated Competition Direction
In addition to mainstream logic chips, specialty process wafer manufacturing has become an important direction for differentiated competition. Power semiconductor, analog chip and sensor specialty process wafer fabs are accelerating their layout in Southeast Asia.