It’s Chilly!
4Q’18 World Electronic Supply Chain – Slowing Electronic Equipment Growth
Custer Consulting Group has its first estimate of global electronic equipment growth in 4Q’18 vs. 4Q’17. Chart 1 compares the combined sales of a 213-company OEM composite to...
Dark Clouds Appear in Sunny Skies
SEMI Fab report reveals deepening slowdown for leading-edge investments, but the outlook remains still sunny for mature technologies
General Industry Slowing Coupled with Geopolitical Strife
Global Growth by Electronic Sector
Decelerating Growth Now but 2018 was a Decent Year
World Electronic Supply Chain Third Quarter Growth
Chart 1 is our preliminary estimate of US$ denominated growth by sector of the global electronic supply chain in 3Q’18 vs 3Q’17. For most sectors, consolidated financial reports of companies...
New Fabs Invest Over $220 Billion
Global fab equipment spending will increase 14 percent this year to US$62.8 billion and is expected to rise 7.5 percent, to US$67.5 billion, in 2019, marking the fourth consecutive year of spending growth and the highest investment year for fab...
Industry Growth – Still Positive but Varies by Region
Global Economy
Industry’s Only Worldwide OSAT Manufacturing Sites Database Now Tracks 320 Facilities, Adds Top 20 OSAT Companies by Revenue
SEMI and TechSearch International Database Also Revises Facility Technology Capabilities and Offerings
Vacuum Subsystems: Largest and Fastest-Growing Market
Vacuum pumps, pressure gauges and vacuum valves combined make up the biggest expense on the bill of materials for semiconductor OEMs. In 2017, almost $2.5 billion worth of vacuum subsystems were consumed by the semiconductor industry with over half...
Silicon Reclaim Wafer Market Expected to Grow to $562 Million by 2019
The worldwide reclaim wafer market is forecast to surge to $562 million by 2019 after reaching $510 million in 2017 on the strength of 18 percent growth. Despite the growth, reclaim suppliers continue to struggle to cost-effectively remove complex...
2017 Global Semiconductor Materials Sales Reach $46.9 Billion
The global semiconductor materials market increased 9.6 percent while worldwide semiconductor revenues increased 21.6 percent from the prior year in 2017. Total wafer fabrication materials and packaging materials totaled $27.8 billion and $19.1*...