Global, U.S. Electronics Supply Chains See Healthy Midyear Business Conditions
Broad Global & U.S. Electronic Supply Chain Growth
The first quarter of this year was very strong globally, with growth across the entire electronics supply chain. Although Chart 1 is based on preliminary data, every electronics sector expanded –...
Is it the End for New Volume Fabs in the U.S.?
Can it be that no more new semiconductor fabs are being built in the U.S.?
Global Semiconductor Packaging Materials Market Tops $16 Billion
The global semiconductor packaging materials market reached $16.7 billion in 2017. While slower growth of smartphones and personal computers – the industry’s traditional drivers – is reducing material consumption, the slowdown was offset by strong...
Global Expansion at More Subdued Pace
Global Manufacturing Growth has Slowed, but is Still Positive (Chart 1)
The Challenge of Tight Silicon Wafer Supply: Impacts and Implications
Co-author: Sungho Yoon, Senior Market Research Analyst at SEMI
China Now World’s Largest Consumer of Packaging Equipment and Materials
Fueled by heavy government investment, IC packaging and testing in China generated $29 billion in revenue in 2017, making China the world’s largest consumer of packaging equipment and materials, according to SEMI’s recent China Semiconductor...
China/Taiwan Markets February Chill
After a record January, Taiwan-listed electronics companies, many of which manufacture in China, reported significant drops in February sales. A number of events likely contributed:
U.S. Trade Tensions with China Hit Fever Pitch
Following through on his 2016 campaign promise, President Trump is implementing trade policies that buck conventional wisdom in Washington, D.C. and among U.S. businesses. Stiff tariffs and the dismantling of longstanding trade agreements –...
Foreign Investment Review Reform Bill Could Spell Trouble for Semiconductor Industry
Foreign investment, which fuels technological innovation, productivity, and broad-based growth, is critical to the semiconductor industry’s long-term success. That stream of billions of dollars in investment, however, is at risk of narrowing as a...
Federal Funding for R&D Outlined in Divergent Trends; Congress and White House offer competing visions
The White House has released its fiscal year (FY) 2019 budget proposal just as Congress secured a two-year budget deal that will begin the process of wrapping up the rest of FY 2018 and set the government’s top line spending for FY 2019 as well....