According to the Central News Agency, TSMC, Intel and Samsung have invested in ultra-violet light (EUV) technology to create smaller and more powerful processors. The related equipment costs a lot, leading to a rise in capital expenditures of three companies, semiconductors such as ASML. The equipment factory has benefited a lot.
Compared to conventional light sources, systems using EUV can make chip circuits more compact, but their corresponding manufacturing costs are also rising. Mainly due to the high price of EUV lithography equipment.
According to ASML, the sale of seven EUV systems in the third quarter will account for 734 million euros, which is equivalent to more than 100 million euros per system. This does not include the cost of semiconductor process control and test equipment. As a result, capital expenditures for foundry manufacturers have become a trend.
When TSMC held its performance briefing in October, it announced that capital expenditures this year reached 14 billion to 15 billion US dollars, which was higher than the original target of nearly 40%, setting a record for Taiwan's single-year capital expenditure. Intel subsequently announced an additional 3%, this year's capital expenditure target of 16 billion US dollars, the highest record since the company's establishment, 36% higher than two years ago.
Samsung also announced last week that this year's semiconductor business capital expenditure is about 20 billion US dollars. The amount announced by Samsung is slightly less than last year, but industry analysts said that Samsung's significant reduction in investment memory production this year is to invest more resources in next-generation foundries.
While the capital expenditures of foundries have increased significantly, it means that semiconductor equipment plants will benefit a lot. ASML said that in the third quarter, 23 sets of EUV system orders were received in a single season, setting a record for the highest single-order orders; Ke Lei, a semiconductor process control equipment manufacturer, announced last week that the first quarter of the fiscal year had an annual growth rate of 29%. Indicates that EUV investment is a major factor in performance growth.
It is reported that EUV demand is expected to be more prosperous next year, and the prospect of semiconductor equipment factory is good.