IC Design Leads China’s IC Ecosystem Development
IC design has emerged as the largest semiconductor sector in China, with 2017 revenues of $31.9 billion generated by about 1,380 companies. At the same time, China’s fabless segment has risen to third in global rankings with about one-tenth of...
Industry Growth and Geographic Shifts
Electronic Equipment
Global electronic equipment production is in its traditional “fall busy season” as the consumer driven end markets ramp up for the holiday season (Chart 1). Both normal seasonality and organic growth are driving this year’s...
Part 2 of 2: The End of the Memory Growth Rally? Where Are We in the Memory Inventory Cycle?
Part 1 of this article discussed the Memory Inventory Cycle Index and compared it with memory device sales and memory fab equipment investments. This article, the second of the two-part series, illustrates how the Memory Inventory Cycle Index starts...
Power Subsystems: Surging on a Wave of Vacuum Processing Equipment
Process power and reactive gas subsystems for semiconductor manufacturing equipment have grown at a CAGR of 21% since 2013. The segment growth is considerably above the critical subsystems industry average of 9.5% and is attributable to higher...
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