Taipei, March 16, 2010 (CENS)--GlobalFoundries Inc. yesterday announced it will spend approximately US$2.5 billion to boost its 300-mm wafer manufacturing capacity this year, making its 2010 capital expenditure the second largest of silicon foundry industry as a whole.
Taiwan Semiconductor Manufacturing Co. (TSMC), No.1 player in the industry, will spend US$4.8 billion while No.2 player United Microelectronics Corp. (UMC) projects to budget US$1.2-1.5 billion for capacity expansion this year.
Taiwan's industry watchers pointed out that GlobalFoundries' 2010 capital outlay underscores its ambition to make TSMC its archrival and make a huge leap forward in industry rating. The Abu Dhabi-backed GlobalFoundries is said to have had as much 300-mm wafer manufacturing capacity as UMC.
GlobalFoundries vowed to seize 30% of global silicon-foundry market in three years early this year after its merger with former No.3 player Charter Semiconductor Manufacturing of Singapore, a 50% increase from its current share.
After the combination, GlobalFoundries is operating five 200-mm wafer fabs and two 300-mm fabs. The company's executives estimated the US$2.5 billion spending to help boost the company's 300-mm wafer manufacturing capacity by 50%, to 100,000 wafers a month this year. The capacity is projected to surge to over 150,000 wafers a month in 2012.
TSMC plans to ramp up its 300-mm wafer manufacturing capacity to over 200,000 wafers a month this year, compared with UMC's plan to increase the output to 100,000 wafers or so a month.
According to market research organization IC Insights, No.1 capital spender in 2010 is Samsung with budget of US$6 billion, followed by Intel's US$5.3 billion.
Totally, TSMC, UMC and GlobalFoundries will spend US$8.5-8.8 billion throughout this year.
2010 Top 10 Capital Spenders Of World's Chip Making Industry
|Ranking ||Company ||Spending |
|1 ||Samsung ||US$6B |
|2 ||Intel ||US$5.3B |
|3 ||TSMC ||US$4.8B |
|4 ||GlobalFoundries ||US$2.5B |
|5 ||Hynix ||US$2B |
|6 ||Toshiba ||US$1.9B |
|7 ||Micron ||US$1.3B |
|8 ||UMC ||US$1.2-1.5B |
|9 ||Nanya ||US$1.1B |
|10 ||Elpida ||US$1B |
Source: IC Insights
(by Ken Liu)