Markets and Business

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...

Read More

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...

Read More

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...

Read More

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...

Read More

Tracking the Changing OSAT Market

Outsourced Semiconductor Assembly and Test (OSAT) service providers experienced strong growth in 2017, but will this growth continue?  In the last few years, OSAT growth has been driven by shipments for packages found in smartphones, but this...

Read More

SEMI FabView Update: More Investments in Semiconductor Fabs

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.

Read More

New Fabs Invest Over $220 Billion

Global fab equipment spending will increase 14 percent this year to US$62.8 billion and is expected to rise 7.5 percent, to US$67.5 billion, in 2019, marking the fourth consecutive year of spending growth and the highest investment year for fab...

Read More

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

Read More

Industry Growth – Still Positive but Varies by Region

Global Economy

Read More

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...

Read More