South Korea's Ministry of Industry, Trade and Resources recently announced that Asma (ASML), the leading global lithography machine manufacturer, plans to build a lithography equipment remanufacturing plant and training center in South Korea, and the new plant is expected to be completed in 2025. The training centre aims to train new EUV operators, which is expected to greatly help South Korean companies, the company said.
With the recovery of global demand and the improvement of the semiconductor industry, the global wafer foundry capacity continues to be tight in the second half of 20 years, and the shortage of chips is becoming more and more serious all over the world. In order to alleviate the situation that supply falls short of demand, global contract manufacturing leading capital expenditure plans have been launched one after another to step up efforts to accelerate production expansion in response to exuberant demand. TSMC grew from US $17 billion in 2020 to US $30 billion in 2021; UMC increased from US $1 billion in 2020 to US $2.3 billion; Huahong increased from US $1.1 billion in 2020 to US $1.35 billion in 2021; SMIC maintained high capital expenditure of US $4.3 billion in 2021.
According to the theme database of the Financial Associated Press, among the relevant listed companies:
North Huachuang etching machine, PVD, CVD, ALD, oxidation / diffusion furnace, annealing furnace, cleaning machine and other products achieve mass production applications in the field of integrated circuits and pan-semiconductors, and become the leading supplier of semiconductor equipment in China.
Jingsheng mechanical and electrical has 8-inch line 80% of the whole line and 12-inch single crystal furnace, polishing machine and other equipment supply capacity of more than 50%.
