200mm Fabs Awaken: Trends, Status and Forecast TechXPOT South Semicon West, July 13, 2016 Christian Gregor Dieseldorff, Sean Nachnani Industry Research & Statistics Group at SEMI, San Jose, California

Copyright SEMI, San Jose, USA 2016

Introduction Analysts Worldwide and Dedicated: Christian G. Dieseldorff (principal), Clark Tseng, Lara Chamness, Dan Tracy, Sean Nachnani (summer 2016) Utilizing worldwide offices of SEMI in Europe, Korea, China, Taiwan, Singapore Working with third parties such as in Japan

200mm Fab Trends & Outlook, July 2016. C.G. Dieseldorff & S. Nachnani. Copyright SEMI 2016

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Outline The Landscape

Fabs Increasing Capacity Fabs Losing Capacity Changes in Capacity: Analysis

Equipment Spending Trends SEMI’s New Reports Summary

200mm Fab Trends & Outlook, July 2016. C.G. Dieseldorff & S. Nachnani. Copyright SEMI 2016 3

Some high level forecasts are done to 2019 More detailed forecasts go to 2018 SEMI will publish an update of the 200mm Fab Outlook report to 2020 in 3Q16

200mm Fab Trends & Outlook, July 2016. C.G. Dieseldorff & S. Nachnani. Copyright SEMI 2016

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200mm Fabs awaken! From 2015 on Increase of 200mm: …Capacity …Equipment spending …Fab Count

-7%

+8%

New equipment being built Increase for 200mm Silicon Shipment Fcst

200mm Fab Trends & Outlook, July 2016. C.G. Dieseldorff & S. Nachnani. Copyright SEMI 2016 5

The Landscape

200mm Fab Trends & Outlook, July 2016. C.G. Dieseldorff & S. Nachnani. Copyright SEMI 2016 6

The Landscape: Fab Count by Wafer Size 1995 to 2018 for 150mm, 200mm, 300mm

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Count of Front end fabs in operation at the end of each year (excluding LED, EPI, BEOL, R&Ds, Backend). 150mm began in 1980 (Intel) Dawn of 200mm began in 1990 (IBM Fishkill pilot with Siemens 64Mbit DRAM) 300mm began in 2000 (SC300 with Siemens & Motorola). Beta lines in 1998 US (I300I), Japan (Selete)

200mm Fab Trends & Outlook, July 2016. C.G. Dieseldorff & S. Nachnani. Copyright SEMI 2016 7

The Landscape: 200mm Fab Count (Volume Fabs)

Mergers & Acquisitions 2015 - 2016 Total fabs affected: 57 300mm fabs: 9 200mm fabs: 29 (51%) 150mm fabs: 15 90nm process technology

200mm Fab Trends & Outlook, July 2016. C.G. Dieseldorff & S. Nachnani. Copyright SEMI 2016 21

Equipment Spending Trends

200mm Fab Trends & Outlook, July 2016. C.G. Dieseldorff & S. Nachnani. Copyright SEMI 2016 22

Equipment Spending Fab Equipment Spending by Wafer Size: 200mm and