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TSMC's advanced manufacturing process continues to advance to drive demand for related equipment next year

Feb 02 67
TSMC continues to promote high-end manufacturing processes, driving demand for related semiconductor equipment and test equipment. Semiconductor test equipment manufacturer Advantest said that next year the equipment industry will continue to benefit from advanced semiconductor processes and 5G applications to drive system-on-a-chip testing. It is expected next year The overall semiconductor-related testing and equipment requirements are expected to remain stable.

Wu Wankun, senior deputy general manager of Advantest Taiwan’s ATE business sales division, pointed out that TSMC is actively deploying advanced processes for 3nm and below wafers, and TSMC’s capital expenditures also echo the development trend of the overall wafer foundry industry’s advanced processes. Advanced wafers The output is large and the demand for back-end test equipment is high.

Wu Wankun said that with regard to the development of test equipment in recent years, the demand for system-on-a-chip test equipment is healthy. 5G and advanced wafer manufacturing are the two driving forces; dynamic random access memory (DRAM) and NAND flash memory drive memory testing The equipment is expected to drive the demand for testing next year. The memory test equipment fluctuates greatly. Major Korean memory manufacturers are an important source of demand affecting the related equipment market. Advantest continues to maintain close relationships with two Korean memory customers.

Looking forward to the demand trend of semiconductor test equipment next year, Wu Wankun expects that next year’s industry demand will continue to focus on advanced semiconductor processes and 5G applications as the two main axes, which will drive the demand for system-on-a-chip test. It is estimated that the demand for system-on-a-chip test equipment in the first three quarters of next year is expected Steady growth, with stable demand for memory, sorting machines and probe card equipment.