Semiconductor Fabrication Growth for 2016 and 2017

SEMI.org has published estimates for 2016 and 2017 fab growth. 

However, Intel/ Micron's XPoint memory introduction in 2016 and developments of other types of 3D processing will impact fab lines capacity and the growth of semiconductor processing equipment.

Estimates can be found here: SEMI forecasts 19 new fabs and lines for 2016/6.

​Some key points from the article:

“Fab equipment spending — ….activity in the 3D NAND, 10 nm Logic, and Foundry segments is expected to push equipment spending up to $36 billion in 2016, 1.5% over 2015, and to $40.7 billion in 2017, up 13%.”

“Leading-edge technologies…also in 3D technologies….more conversions of older fabs may take place, but also additional new fabs and lines may begin construction.”

3D process demand for etch and deposition is already impacting Applied Materials; see their recent quarterly results — Orders for the second quarter were $3.45 billion, up 37% from a year earlier