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Markets and Business

Despite Uncertainty, Long-Term Semiconductor Market Outlook Remains Bright

This year, SEMI ISS covered it all – from a high-level semiconductor market and global geopolitical overview down to the neuro morphic and quantum level. Here are key takeaways from the Day 1 keynote and Economic Trends and Market Perspectives...

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Dark Clouds Appear in Sunny Skies

SEMI Fab report reveals deepening slowdown for leading-edge investments, but the outlook remains still sunny for mature technologies

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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...

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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...

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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...

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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

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