UMC 22/28nm productivity remains positive with respect to steady demands.
May 05, 2023
Key Takeaways:
- UMC intends to maintain its expansion plan on 22/28nm capacity to meet the long-term demands of various applications, such as Automotive and ISP, by increasing overall capacity, primarily at Fab 12A in Tainan.
- Despite the anticipated decrease in overall 22/28nm wafer demand in Y2023 due to several factors such as the migration of legacy application processors to newer technologies, we expect 22/28nm to continue contributing 10-12% consistently to foundry market revenue with a CAGR of 8-10% due to the gradual growth in networking, automotive, and ISP applications.
- UMC 22/28nm UT rate may achieve nearly 90%, and the overall capacity expansion of UMC 22/28nm may continue to achieve towards 120K/m in Y2025.
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Authors
Lucy Chen
Lucy Chen, Vice President at Isaiah Research, has been working 25+ years in semiconductor industry. Focus on semiconductor engineering and supply chain research. Master in Application Chemistry, NCTU, Taiwan Currently as the Vice President at Isaiah Research and lead semiconductor research team to work on the supply chain analysis from IC design and IDM(Qualcomm, MediaTek, Intel, etc) to foundries(TSMC, Samsung, UMC, GlobalFoundries, SMIC) and OSATs(ASE,SPIL). Business development and customer management including raw materials and equipment suppliers, top tier foundries and smartphone brands. Used to work as the Engineering Director at Lam Research for 15+ years and Director of Technology & Marketing at SEZ Group. Focus on process engineering, product strategies planning, supply chain and customer management including foundries and memory.
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