The Substrate Crisis Deepens
Despite the pandemic lock-down, demand for electronic products and services remains strong. Work-from-home, video conferencing, and remote learning are driving data center growth and laptop and tablet demand. 5G infrastructure rollout is underway...
Global Chip Equipment Billings Continue to Soar Amid Pandemic
The global economy has started down a gradual path to recovery from COVID-19 in recent months as the world continues to combat the virus. Yet one sector – semiconductors – has shown impressive growth powered by a transformation hastened by the...
Semiconductors Outperforming Most Industries – but Watch Second Half
Things are picking up.
Semiconductor Industry Upturn by Early 2020?
Reports of 2Q’19 financials from all of the major OEMs in our 213 company global sample show that their electronic equipment sales declined 1.4 percent compared to the same quarter of last year (Chart 1). This OEM group’s combined sales growth...
Tempered Growth Forecasts and Longer Range Glimmers of Hope
IMF Revises Global Growth Estimates
MEMS and Sensors in Autonomous and Electric Vehicles: Key Takeaways from IHS Markit at MSEC
Automobiles have become an even more important segment for MEMS and sensors as carmakers integrate more chips for propulsion, navigation, and control into their designs. However, these advanced functions and their crisp rate of adoption have...
SEMI FabView Update: More Investments in Semiconductor Fabs
SEMI FabView update for calendar year Q3 2018
Global fab construction investment shows continuing strength, with 19 new fab projects expected to begin construction in 2019 and 2020, based on the latest data published in SEMI’s World Fab Forecast. ...
Global Semiconductor Revenue Forecast Revised Upward to 15 Percent from 7.5 Percent for 2018, SEMI Reports
SEMI Releases latest update to World Fab Forecast with adjusted semiconductor revenue consensus for second-half 2018 and 2019
More than Moore Devices: The Wind of Change
Driven by the adoption of evermore electronic components in end products, the semiconductor industry is facing a new era in which device scaling and cost reduction will no longer continue on the path followed for the past few decades. Advanced nodes...
SEMI Market Symposium: Moore’s Law in the Age of Smart Markets
Powerful winds of change are re-shaping the semiconductor industry as it flexes and re-positions to power a new wave of growth on the back of emerging applications. Today, the industry is thriving, with growth expected to continue through 2019 even...