{
  "name": "Fab Tracker wafer capacity",
  "url": "https://eyesonflash.com/bit-market/fab-tracker/",
  "creator": "Eyes on Flash",
  "rights": "All rights reserved. Copyright Sean Webster, Eyes on Flash (https://eyesonflash.com). You may read these files and link to them; do not copy, republish or redistribute them without written permission. Each figure comes from the source named on its row.",
  "dateModified": "2026-11-03",
  "about": "One row per published wafer capacity, company-wide (scope owner) or for one site (scope site). wafers_per_month is a monthly figure; wafers_per_month_high is set when the source gives a range. class is primary for the company's own figure and secondary for an analyst estimate, with the publisher named. claim_id is the Eyes on Flash ledger claim the figure comes from and quote is words that appear in it; source_title and source_url name its first public source, source_urls lists them all separated by \" | \".",
  "columns": [
    "as_of",
    "scope",
    "id",
    "name",
    "product",
    "wafers_per_month",
    "wafers_per_month_high",
    "wafer_mm",
    "class",
    "publisher",
    "claim_id",
    "quote",
    "source_title",
    "source_url",
    "source_urls"
  ],
  "rows": [
    {
      "as_of": "2026-06-05",
      "scope": "owner",
      "id": "sk-hynix",
      "name": "SK hynix",
      "product": "DRAM",
      "wafers_per_month": 550000,
      "wafers_per_month_high": "",
      "wafer_mm": 300,
      "class": "secondary",
      "publisher": "TrendForce, citing The Elec",
      "claim_id": "C-D-150",
      "quote": "about 550,000 wafers today",
      "source_title": "[News] SK hynix Reportedly to Double DRAM Capacity to 1M Monthly Wafers by 2030, Speeds Yongin Expansion",
      "source_url": "https://www.trendforce.com/news/2026/06/05/news-sk-hynix-reportedly-to-double-dram-capacity-to-1m-monthly-wafers-by-2030-speeds-yongin-expansion/",
      "source_urls": "https://www.trendforce.com/news/2026/06/05/news-sk-hynix-reportedly-to-double-dram-capacity-to-1m-monthly-wafers-by-2030-speeds-yongin-expansion/"
    },
    {
      "as_of": "2025-11-19",
      "scope": "owner",
      "id": "samsung",
      "name": "Samsung Electronics",
      "product": "DRAM",
      "wafers_per_month": 650000,
      "wafers_per_month_high": 700000,
      "wafer_mm": 300,
      "class": "secondary",
      "publisher": "TrendForce, citing ETNews",
      "claim_id": "C-D-153",
      "quote": "650,000 to 700,000 wafers per month",
      "source_title": "[News] Samsung Reportedly Plans 200K 1c DRAM Wafers/Month by 2026, About One-Third of Its Total Output",
      "source_url": "https://www.trendforce.com/news/2025/11/19/news-samsung-reportedly-plans-200k-1c-dram-wafersmonth-by-2026-about-one-third-of-its-total-output/",
      "source_urls": "https://www.trendforce.com/news/2025/11/19/news-samsung-reportedly-plans-200k-1c-dram-wafersmonth-by-2026-about-one-third-of-its-total-output/"
    },
    {
      "as_of": "2025-12-31",
      "scope": "owner",
      "id": "smic",
      "name": "SMIC",
      "product": "logic",
      "wafers_per_month": 1058750,
      "wafers_per_month_high": "",
      "wafer_mm": 200,
      "class": "primary",
      "publisher": "Company",
      "claim_id": "C-D-054",
      "quote": "1,058,750 standard logic 8-inch equivalent wafers",
      "source_title": "SMIC 2025 Annual Report",
      "source_url": "https://www.hkexnews.hk/listedco/listconews/sehk/2026/0408/2026040801181.pdf",
      "source_urls": "https://www.hkexnews.hk/listedco/listconews/sehk/2026/0408/2026040801181.pdf"
    },
    {
      "as_of": "2026-10-13",
      "scope": "owner",
      "id": "psmc",
      "name": "PSMC",
      "product": "wafers",
      "wafers_per_month": 400000,
      "wafers_per_month_high": "",
      "wafer_mm": 200,
      "class": "primary",
      "publisher": "Company",
      "claim_id": "C-D-143",
      "quote": "400,000 pieces (equivalent to 8-inch wafers)",
      "source_title": "Powerchip Semiconductor Manufacturing Corp.: manufacturing services",
      "source_url": "https://www.powerchip.com/en-global/services/manufacturing-services-en",
      "source_urls": "https://www.powerchip.com/en-global/services/manufacturing-services-en"
    },
    {
      "as_of": "2025-12-31",
      "scope": "owner",
      "id": "hua-hong",
      "name": "Hua Hong Semiconductor",
      "product": "specialty",
      "wafers_per_month": 486000,
      "wafers_per_month_high": "",
      "wafer_mm": 200,
      "class": "primary",
      "publisher": "Company",
      "claim_id": "C-D-189",
      "quote": "486,000 8-inch equivalent wafers",
      "source_title": "Hua Hong Semiconductor fourth quarter and full year 2025 results announcement",
      "source_url": "https://www1.hkexnews.hk/listedco/listconews/sehk/2026/0212/2026021200389.pdf",
      "source_urls": "https://www1.hkexnews.hk/listedco/listconews/sehk/2026/0212/2026021200389.pdf"
    },
    {
      "as_of": "2024-12-31",
      "scope": "site",
      "id": "ymtc-wuhan",
      "name": "Wuhan fabs 1 and 2 (YMTC)",
      "product": "NAND",
      "wafers_per_month": 160000,
      "wafers_per_month_high": "",
      "wafer_mm": 300,
      "class": "secondary",
      "publisher": "TrendForce, citing Reuters and analyst reports",
      "claim_id": "C-D-025",
      "quote": "160,000 12-inch wafers per month",
      "source_title": "[News] China’s NAND Giant YMTC Reportedly Moves into HBM Using TSV, Following CXMT and Huawei",
      "source_url": "https://www.trendforce.com/news/2025/09/26/news-chinas-nand-giant-ymtc-reportedly-moves-into-hbm-using-tsv-following-cxmt-and-huawei/",
      "source_urls": "https://www.trendforce.com/news/2025/09/26/news-chinas-nand-giant-ymtc-reportedly-moves-into-hbm-using-tsv-following-cxmt-and-huawei/"
    },
    {
      "as_of": "2026-06-05",
      "scope": "site",
      "id": "sk-hynix-wuxi",
      "name": "Wuxi (SK hynix)",
      "product": "DRAM",
      "wafers_per_month": 200000,
      "wafers_per_month_high": "",
      "wafer_mm": 300,
      "class": "secondary",
      "publisher": "TrendForce, citing The Elec",
      "claim_id": "C-D-150",
      "quote": "around 200,000 wafers per month from its Wuxi fab",
      "source_title": "[News] SK hynix Reportedly to Double DRAM Capacity to 1M Monthly Wafers by 2030, Speeds Yongin Expansion",
      "source_url": "https://www.trendforce.com/news/2026/06/05/news-sk-hynix-reportedly-to-double-dram-capacity-to-1m-monthly-wafers-by-2030-speeds-yongin-expansion/",
      "source_urls": "https://www.trendforce.com/news/2026/06/05/news-sk-hynix-reportedly-to-double-dram-capacity-to-1m-monthly-wafers-by-2030-speeds-yongin-expansion/"
    },
    {
      "as_of": "2026-01-21",
      "scope": "site",
      "id": "psmc-p3",
      "name": "P3 (PSMC)",
      "product": "DRAM",
      "wafers_per_month": 30000,
      "wafers_per_month_high": "",
      "wafer_mm": 300,
      "class": "primary",
      "publisher": "Company",
      "claim_id": "C-D-061",
      "quote": "monthly capacity of over 30,000 wafers",
      "source_title": "PSMC press release: Strong DRAM Demand Drives PSMC to Accelerate Advancement in Foundry Processes",
      "source_url": "https://www.powerchip.com/en-global/insights/press-releases/content/20260121",
      "source_urls": "https://www.powerchip.com/en-global/insights/press-releases/content/20260121"
    }
  ]
}
