Semiconductor lithography equipment leader Esmol (ASML-US) CEO Peter Wennink warned that there will be a shortage of equipment in the next two years; as major fabs have recently released plans to expand new factories, key semiconductor equipment manufacturers are unable to deliver in time, disrupting fab expansion progress, and in this wave of equipment competition, the industry believes that TSMC (2330-TW)(TSM-US) is Esmore’s largest customer, and the impact will be relatively comparable to that of Samsung, Intel (INTC-US) slightly.
According to Peter Wennink quoted by the Financial Times, there will be equipment shortages in the next year and the next year. This year, more equipment will be shipped than last year, and next year will be more than this year. above, but it will take time.
To this end, Esmore is working with suppliers to evaluate how to increase production capacity; and Intel CEO Henry Kissinger also admitted that the shortage of equipment poses challenges to the company’s production expansion plan, but there is still time to solve the problem, because it takes 2 Years 3 and 4 to start purchasing equipment.
As European and American countries have successively promoted the localization of the semiconductor supply chain, semiconductor factories have successively released large-scale factory expansion plans.TSMC plans to invest more than 100 billion US dollars in the next 3 years, Samsung will also invest 150 billion US dollars in the next ten years, Intel is not too much, and recently announced that it will invest about 33 billion in EuropeEURFor manufacturing and research, the total investment will reach 80 billion in ten yearsEURpreviously announced an investment of $40 billion to set up factories in the United States.
From the perspective of the expansion plan of semiconductor factories, most of them will start mass production in the second half of 2023 and reach a peak in 2024. Therefore, whether the production equipment can be successfully obtained has become the key for semiconductor factories to take the lead in mass production ahead of other peers. .
Judging from Esmore’s fourth-quarter financial report last year, Taiwan’s revenue accounted for more than half, reaching 51%, an increase of 5 percentage points from the previous quarter, South Korea’s 27%, and China’s 22%.