2023 年全球晶圆厂设备支出预计将同比下降 15%，2024 年反弹

meitongshexiaoxi，guojibandaotichanyexiehui ( semi ) zaiqizuixindejiduquanqiujingyuanchangyucebaogaozhongbiaoshi，yuji 2023 nianquanqiujingyuanchangshebeizhichujiangtongbixiajiang 15%，cong 2022 niande 995 yimeiyuandechuangjilugaodianjiangzhi 840 yimeiyuan，ranhouzai 2024 nianfandan 15%，dadao 970 yimeiyuan。xinpianxuqiupiruanyijixiaofeiheyidongshebeikucunzengjiadaozhile 2023 niandexiahua。

明年晶圆厂设备支出的复苏将在一定程度上受到 2023 年半导体库存调整结束以及高性能计算 ( HPC ) 和存储领域对半导体需求增强的推动。

semi zongcaijianshouxizhixingguan ajit manocha biaoshi：" shishizhengming，2023 nianshebeitouzidexiajiangfudujiaoxiao，2024 niandefandanlidujiangqiangyujinnianzaoxieshihoudeyuqi。"" zheiyiqushibiaoming，bandaotixingyezhengzaizouchudimi，zaijiankangxinpianxuqiudetuidongxia，zoushanghuifuqiangjingzengzhangdedaolu。"

代工领域继续引领半导体行业的扩张

jingyuandaigonglingyuyujijiangzai 2023 nianyi 490 yimeiyuandetouziyinlingbandaotikuozhang，zengzhang 1%。suizheduiqianyanhechengshugongyijiediantouzidejixuzengjia，2024 niandezhichujiangzengzhang 5%，dadao 515 yimeiyuan。neicunzhichuyujijiangzai 2024 nianqiangshifandan，zai 2023 nianxiajiang 46% zhihou，zengzhang 65%，dadao 270 yimeiyuan。

jutilaishuo，dram touziyujijiangzai 2023 niantongbixiajiang 19% zhi 110 yimeiyuan，dandao 2024 nianjianghuifuzhi 150 yimeiyuan，nianzengzhanglvwei 40%。nand zhichuyuji 2023 nianjiangxiajiang 67% zhi 60 yimeiyuan，dandao 2024 nianjiangbiaosheng 113% zhi 121 yimeiyuan。yuji 2023 nian mpu touzijiangbaochibubian，2024 nianjiangzengzhang 16%，dadao 90 yimeiyuan。

中国台湾继续引领设备支出

yujidao 2024 nian，zhongguotaiwandiqujiangyi 230 yimeiyuandetouzibaochiquanqiujingyuanchangshebeizhichudelingxiandiwei，tongbizengzhang 4%。hanguopaimingdier，2024 niandetouziyujiwei 220 yimeiyuan，jiaojinnianzengzhang 41%，fanyingchucunchuqilingyudefusu。zhongguodaludiqujiangyi 200 yimeiyuandezhichuweijuquanqiushebeizhichudedisanwei，bi 2023 niandeshuipingyousuoxiajiang，danzhongguodalujiangjixutouziyuchengshugongyijiedian。

meizhouyujirengjiangshidisidazhichudiqu，2024 niandetouzijiangdadao 140 yimeiyuandelishixingao，tongbizengzhang 23%。ouzhouhezhongdongdiquyujimingniandetouziyejiangchuangxialishixingao，jiangzengzhang 41.5%，dadao 80 yimeiyuan。yujidao 2024 nian，ribenhedongnanyadejingyuanchangshebeizhichujiangfenbiezengjiadao 70 yimeiyuanhe 30 yimeiyuan。

cong 2022 niandao 2024 nian，semi shijiejingyuanchangyucebaogaoxianshi，ji 2022 nianzengzhang 8% zhihou，jinnianquanqiubandaotixingyedechannengjiangzengzhang 5%。yuji 2024 nianchannengjiangjixuzengzhang，zengfuwei 6%。