The global semiconductor industry is facing many challenges, and some famous fabs have stopped building, delaying construction, and closing production lines. These developments have caused significant confusion throughout the industry.
Recently, the Globalfoundries-Stmicroelectronics Fab in the crawl of France has suddenly stopped at the Sumitomo Electric silicon (SIC) FAB project.
Earlier, WolfSpeed and Intel announced delay or suspension of multiple fabs. In order to work on these issues, related companies are actively adjusting investment strategies, optimizing cost structures, and demanding funding.
France, Crawl Global Found Rise -StmicroElectronics Fab
According to the Bloom Bar Greport on January 7, the joint Fab projects between GlobalFoundries and STMICROECTRONICS in France are stagnant. The progress of the project has been slow in the past 18 months, and the construction has been stopped.
In July 2022, GlobalFoundries and STMICROECTRONICS signed a contract to build a new 12 -inch semiconductor fab adjacent to existing facilities in France. Total investment was expected to be 7.5 billion euros by French “European Chips Law” funds. Fab was initially planned to achieve complete production capacity by 2026 and produced 620,000 wafers per year.
Sumitomo ELECTRIC SIC WAFER FAB
According to recent media reports, Japan’s Sumitomo ELECTRIC has decided to cancel a new Sic Wafer Fab project for uncertainty about the demand recovery timeline due to weak demand in the electric car market. Is shown. The project, which was announced in 2023 with a planned investment of 300 billion yen, was planned to be built in Takaoka, Takaoka, Tada Prefecture, which is scheduled to be produced in 2027.
SUMITOMO ELECTRIC plans to launch a new production line in Ito City, Hyogo Prefecture by 2027, and is targeting the annual production capacity of 180,000 SIC wafers. However, the whole plan has been discarded.
In the industry, SUMITOMO ELECTRIC offsets the loss of the SIC WAFER business, offsetting other growth sector, including the optical parts of the data center, the wiring harness for automotive, the power cable for environmental energy, and the optical parts of the data center. It suggests that you can concentrate.
In addition to the two fabs mentioned above, some WolfSpeed and Intel facilities have reported or delayed after 2024. Both major companies are actively implementing measures to overcome the crisis.
WolfSpeed: Durham Fab closing and German fab delay
On August 21, 2024, WolfSpeed announced a plan to close the 6 -inch SIC Wahaha Fab in Dalam, North Carolina. It states that the manufacturing cost is higher than that of Mohawk Valley’s 8 -inch SIC Fab. CEO’s Greg Row said that the company was evaluating the closed timeline.
In addition, the 200mm Sic Fab, planned by WolfSpeed in Germany’s Dorf, is initially scheduled to be built in the summer of 2024 and is delayed in 2025.
Intel: Delay of multiple fabs
Intel has postponed the construction of Fab 29.1 and Fab 29.2 facilities near Magdeburg in Germany. The delay is due to the need to approve the EU subsidy in hold and to remove and reuse black soil. Initially, it was scheduled to start in the summer of 2024, but the construction was set in May 2025.
FABS, which is expected to adopt advanced manufacturing processes such as Intel 14a (1.4 nm) and Intel 10a (1nm), will start operating by the end of 2027. Intel began with production between 2029 and 2030.
The Intel chip project in Ohio, USA, is also delayed. Two fabs in Ricking County, Ohio, which were announced in an initial investment of more than $ 2 billion in January 2022, will launch chips in 2025. It is pushed from 2027 to 2027 and is expected to start an operation between 2027 and 2028.
(Photo credit: Intel)
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