Investor Presentaiton
Business Environment (Outlook as of May 2023)
Semiconductor market in CY2023 will decrease by approx. 10% YoY, while CY2024 is
expected to exceed CY2022.
Although WFE*1 market is now in an adjustment phase, it is expected to gradually recover,
beginning with logic/foundry, in CY2023 H2 and to be approx. $70-75B for the full year
From CY2024, semiconductor and WFE markets are expected to recover towards further
growth
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Recovery in demand for consumer electronic devices and in corporate IT investment accompanying
macroeconomic recovery
Expansion of data center investment accompanying the transition towards a data-driven society
Accelerated server replacement with new CPUs (higher performance, lower power consumption)
Expansion of new applications including utilization of generative Al and the metaverse
Recovery in smartphone demand due to macroeconomic recovery
Increased demand for replacement of PCs purchased during COVID-19 accompanying OS migration
Continued increase in the number of semiconductors in automobiles due to the spread of EVs/autonomous-driving
- Increased investment in new technology nodes;
DRAM: 1b nm/1c nm, NAND: 200+ levels (Partial introduction of CBA*2), Logic: 3 nm/2 nm nodes (Nanosheet)
*1 WFE (Wafer fab equipment): The semiconductor production process is divided into front-end production, in which circuits are formed on wafers and inspected, and back-end production,
in which wafers are cut into chips, assembled and inspected again. Wafer fab equipment refers to the production equipment used in front-end production and in wafer-level packaging production.
*2 CBA CMOS bonded array
CORP IR / May 11, 2023
TEL.
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