Part 1 of 2: The End of the Memory Growth Rally? Where Are We in the Memory Inventory Cycle?
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...
China’s Semiconductor Fab Capacity to Reach 20 Percent Worldwide Share in 2020, Region’s Equipment Market Expected to Rise to Top
The China IC Ecosystem Report, a comprehensive report for the IC manufacturing supply chain, reveals that front-end fab capacity in China will grow to account for 16 percent of the world's semiconductor fab capacity this year, a share that will...
Strong 2Q’18 Global Supply Chain Growth But Second Half Slowing
2Q’18 Electronic Supply Chain Growth Update
- Chart 1 is a preliminary estimate of global growth of the electronic supply chain by sector for 2Q’18 vs 2Q’17. Note the strong performance of semiconductors, SEMI capital equipment and passive...
2018 and 2019 Global Electronic Supply Chain Forecasts, Plus a Leading Indicator Worth Watching
Forecast Summaries
Charts 1 and 2 are the recent world growth forecasts for this year and next for GDP (World Bank), Electronic Equipment and Printed Wiring Boards (Custer Consulting Group), Semiconductors (SIA/WSTSI and new Semiconductor Capital...
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...
Data Storage and Automotive Continue to Drive Fab Investment into 2019
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)...
Record Equipment Spending Streak Continues in 2018 and 2019
Christian G. Dieseldorff, Industry Research & Statistics Group, SEMI (June 12, 2018)