Critical Subsystems Orders Fall Off a Cliff
November 29, 2018
Orders for critical subsystems evaporated in the second half of 2018 after a very strong start to the year. Subsystems suppliers have been left with depleted order books after OEMs accumulated large inventories as the market for wafer fab equipment...
Part 1 of 2: The End of the Memory Growth Rally? Where Are We in the Memory Inventory Cycle?
October 4, 2018
Micron, one of the top three memory semiconductor companies, reported solid results for the fourth quarter of fiscal 2018 (June to August) to extend a multi-quarter string of strong growth. However, the company’s mediocre guidance for the current...
Global Semiconductor Revenue Forecast Revised Upward to 15 Percent from 7.5 Percent for 2018, SEMI Reports
September 14, 2018
SEMI Releases latest update to World Fab Forecast with adjusted semiconductor revenue consensus for second-half 2018 and 2019