Markets and Business

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...
Read More

Vacuum Subsystems: Largest and Fastest-Growing Market

Vacuum pumps, pressure gauges and vacuum valves combined make up the biggest expense on the bill of materials for semiconductor OEMs. In 2017, almost $2.5 billion worth of vacuum subsystems were consumed by the semiconductor industry with over...

Read More

200mm Fabs Add 600,000 Wafers Per Month – Is There an End in Sight?

Tracking toward even stronger growth than forecast last year, 200mm fabs worldwide are gearing up to add more than 600,000 wafers per month from 2017 through 2022, an 11 percent growth rate that will lead to a new high of 6 million wafers per...

Read More

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...

Read More

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...

Read More

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...

Read More

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)...

Read More

Cautious Optimism

Updated Global GDP Forecast

Read More

Record Equipment Spending Streak Continues in 2018 and 2019

Christian G. Dieseldorff, Industry Research & Statistics Group, SEMI (June 12, 2018)

Read More

Critical Subsystem Supply Chain Consolidation Stalls

Years of industry consolidation in the critical subsystems market appears to be coming to an end.

Read More