As World Cycles Turn
Electronic Industry Business Cycles Look Promising (with Reservations)
Korea Expected to Maintain Equipment Spending Lead Over Other Regional Markets
Despite recent global economic uncertainties and a downbeat memory market outlook for the second half of 2019, new 300mm fab construction in Korea is still going strong. The graph below, based on the SEMI World Fab Forecast and WWSEMS reports,...
Tide (Will Be) Turning
Size Matters … at Least in the Critical Subsystems Supply Chain
Clouds continue to persist over the semiconductor supply chain with little sign of lifting. In March, the decline in week-over-year chip sales appeared to be slowing, providing a glimmer of hope for the beginning of a new cycle. However, the...
Timing of Next Upturn? A Forecast
The typical winter “seasonal slowdown” is now behind us. What can we expect as the year progresses?
Renaissance in the Photomask Market?
The semiconductor industry has been on a roll for the past few years – and the rising tide has lifted segments spanning the supply chain. The photomask market, in particular, has seen exceptionally strong growth of 13 percent and 8 percent in...
2018: Records Shattered Across the Board
Semiconductor Market Trends
How Much Further to Bottom of this Memory Cycle?
In announcing its Q2 fiscal 2019 results, Micron Technology, Inc. provided lower-than-expected revenue guidance of between $46 billion and $50 billion for the current quarter. However, what was particularly noteworthy was the company’s...
Watching (Impatiently) for the Upturn
Manufacturing growth remains slow globally (Chart 1) although conditions vary by country and region (Chart 2).
Critical Subsystems in the Sub Fab
The value of critical subsystems sold for use in the sub fab is outgrowing the overall market for critical subsystems. Driven by the increased complexity of leading edge fabs and the growing vacuum intensity of semiconductor manufacturing, both...