On March 4, according to Taiwanese media reports, the International semiconductor Industry Association (SEMI) released its annual semiconductor key layout market outlook on March 3. SEMI Global Marketing Chief and Taiwan President Cao Shilun said that since last year, Taiwan’s semiconductor industry has been vigorous and has become a globally important industry. In the past 10 years, 7 years have been the world’s largest semiconductor equipment investment area. This year, TSMC’s capital expenditures hit a new high. , SEMI expects that Taiwan will return to the world’s largest semiconductor equipment market this year.

SEMI industry research director Zeng Ruiyu said that last year, global semiconductor equipment sales reached approximately US$69 billion, an annual increase of 16%, setting a new record. It is expected to grow by more than 10% this year and exceed US$76 billion, and has the opportunity to accelerate growth and exceed 800. One hundred million U.S. dollars. In fact, in January this year, North American semiconductor equipment shipments exceeded US$3 billion and hit a record high. With production capacity in short supply and large-scale investment and expansion of the industry, the next few years will be the super cycle of the semiconductor equipment market. .

Zeng Ruiyu said that this year the global semiconductor market has a chance to grow by more than 10% compared to last year. The momentum comes from the strong growth in both the foundry and storage markets. The foundry market grew by more than 20% last year. It should be no problem to grow another 15% this year. The main demand comes from the digital transformation demand driven by the new crown pneumonia epidemic. 5G, AI/HPC, and the Internet of Things will also drive growth. Foundry production capacity has been in short supply and will continue into the second half of the year, and the tight 8-inch foundry production capacity will continue until next year.

In the storage market, Zeng Ruiyu pointed out that this year is a year when the DRAM market has reversed. Mobile DRAM for mobile phones has recovered faster than expected. Mainland mobile phone manufacturers have optimistic estimates for stocking and shipments. Apple’s iPhone sales are strong, and there will be strong sales in the second half of the year. More 5G mobile phones are on the market and push up the demand for mobile DRAM. Demand for server DRAM and standard DRAM is strong, and prices bottomed out in the first quarter, and prices continue to rise in the next few quarters.

Cao Shilun pointed out that Taiwan’s semiconductor industry is prosperous in operation, but it is also facing geopolitical influence, because the geopolitical situation will accelerate the pace of production transfer and supply chain relocation, and the rise of protectionism will promote the improvement of manufacturing capabilities in other regions. For example, the European Union decided to joint ventures last year. Expand investment in advanced semiconductor manufacturing processes. Taiwan needs continuous innovation and investment scale to enhance competition. Talent is the foundation of the industry and must solve the problem of talent retention and talent shortage.

Cao Shilun made three major suggestions to the semiconductor industry in this regard. One is to acquire geopolitical credits, the other is to actively participate in international organizations, and the third is to become a decision maker rather than a decision maker. Taiwanese manufacturers should learn to be global leaders and become international standard-setters and influencers.