Jibang Consulting: the size of Chinese mainland wafer factories has reached 44, and 32 will be expanded in the future. Mature technology strives to have a global share of more than 30% in 2027.
CTOnews.com November 15 news, according to Jibang consulting report, China's wafer factory currently has 44, the future will continue to expand 32, and mainly aimed at mature technology.
Chibon Consulting said challenges to the economic outlook this year and persistent inventory problems have led to a slowdown in demand, particularly in the automotive and industrial sectors.
Fab free and other IDM inventory digestion faces severe constraints. IDM foundries roll out new capacity, are consolidating outsourcing orders and are again reducing orders to foundries. In 2024, the overall recovery of capacity utilisation will be challenging given the expected adverse economic environment.
Jibang Consulting said that from 2023 to 2027, global maturity (>28nm) and advanced (