Zeng Ruiyu, senior director of industry research at the International Semiconductor Industry Association (SEMI), said today that the global semiconductor equipment market is expected to grow by 7% to 10% this year, of which the Taiwan market is expected to double, which will be better than the original estimated growth rate of 70%.
SEMICON Taiwan will be available on September 10. Zeng Ruiyu attended the pre-exhibition reporters' meeting today to analyze the growth and dynamics of the semiconductor market. He pointed out that global economic growth this year will be lower than the pre-epidemic average, and under high uncertainty, the pace of corporate investment may slow down.
However, the investment in the top four cloud service providers (CSPs) in the United States will continue to grow. Zeng Ruiyu said that investment this year will exceed US$300 billion, an increase of 46% year-on-year, and there is a chance to increase the investment amount in the next two years, and there is a chance to exceed US$500 billion.
Zeng Ruiyu said that according to estimates, the investment amount of CSP will account for about 20% of the investment, and it is estimated that the investment amount of semiconductor industries currently accounts for about 19% of the investment. Therefore, it is estimated that CSP is not overinvestment.
Zeng Ruiyu said that advanced processes and memory investments related to artificial intelligence (AI), high-performance computing (HPC) and other related to advanced processes and memory investments account for about 40% of the overall equipment market this year. It is expected to further increase to 45% in 2027, and will reach a scale of 55% in 2030.
Semiconductor equipment sales increased by 20% year-on-year in the first seven months of this year. Zeng Ruiyu said that Taiwan and South Korea grew by 134% and 38% respectively due to the large investment of AI-related semiconductors. China lost 11% year-on-year due to the higher base futures last year.
Zeng Ruiyu pointed out that the semiconductor equipment market will grow 7% to 10% this year, the wafer round equipment will grow about 6% to 7%, the test equipment will grow 23%, and the packaging equipment will grow 8%.
Zeng Ruiyu said that Taiwan's semiconductor equipment market is expected to increase by 100%, with an increase of 70% higher than the original estimate, and is expected to maintain a USD 30 billion scale next year.