Industry association SEMI has taken it upon itself to say that export restrictions imposed by the US authorities and their foreign policy allies will prevent Chinese companies from increasing purchases of equipment for the production of chips by more than 2% next year. In terms of spending, South Korea will be ahead, which will raise them by 41.5% to $21 billion, while China will be limited to $16.6 billion.
South Korea, according to the source, will also be among the leaders in terms of growth in costs for technological equipment, which will reach 41.5% compared to the current year. The countries of Europe and the Middle East will be in second place with an increase in costs by 36%, both Americas will be limited to third place and 23.9%, Taiwan will be in fourth place with 4.2% growth, and China with 2% will close the top five macro regions.
As you know, the South Korean authorities recently announced their intention to invest $230 billion in the development of the local semiconductor industry over the next twenty years. The main costs in this area are assigned to private companies led by Samsung Electronics. By the way, in terms of the absolute value of spending on the purchase of specialized equipment next year, Taiwan will retain leadership with $24.9 billion in core expenses. It's just that they will not increase as noticeably as in other macro-regions. Japan is going to spend $7 billion next year for relevant needs.
Overall, global industry spending on equipment purchases will increase by 21% next year to $92 billion, while they will fall by 22% as a result. The reason for the negative dynamics was a decrease in demand for chips and the appearance of warehouse surpluses of products.
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