Semiconductor Industry Upturn by Early 2020?
September 16, 2019
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
August 19, 2019
IMF Revises Global Growth Estimates
SEMI FabView Update: More Investments in Semiconductor Fabs
September 20, 2018
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. ...
Data Storage and Automotive Continue to Drive Fab Investment into 2019
June 18, 2018
Device manufacturers continue to invest. Spending in cloud data center (compute, networking and storage), automotive (content per car increases), industrial (on content, factory automation, and positive macro trends), and consumer (gaming)...