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Markets and Business

Critical Subsystems Suppliers’ R&D Spend Holding Up

Despite a tough year for critical subsystem suppliers, their overall expenditure on research and development has remained at near record levels – evidence that critical subsystems are indeed critical to the semiconductor manufacturing equipment...

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Subdued Seasonal Upturn . . . But Better Times Ahead

3Q’19 Sales by Electronic Equipment Sector – Modest Improvement

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Muted Seasonal Recovery

The global electronics industry normally experiences a seasonal upturn from mid-summer through the December holidays. However, this autumn’s upturn is less robust.

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Chillers… A Surprisingly Hot Market

The market for chillers and heat exchangers used in semiconductor manufacturing equipment has more than doubled since 2014 and is expected to reach a total value of $383 million in 2019. The 18 percent compound annual growth rate of this segment...

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Semiconductor Industry Upturn by Early 2020?

Reports of 2Q’19 financials from all of the major OEMs in our 213 company global sample show that their electronic equipment sales declined 1.4 percent compared to the same quarter of last year (Chart 1). This OEM group’s combined sales growth...

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Nearly $50 Billion in Fabs to Start Construction in 2020

After a downturn in 2019, investments in new fab projects starting construction is expect to jump US$12 billion to nearly US$50 billion in 2020, with China accounting for the bulk of the investments, according to the latest update of the World...

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Tough Times for Silicon Wafer Market Continue After Two Consecutive Quarters of Revenue Decline

The silicon wafer market got off to a rough start in 2019 with major silicon wafer manufacturers’ sales weakening in the first quarter of the year following a sharper memory market downturn than expected. Earnings forecasts for the rest of the...

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Tempered Growth Forecasts and Longer Range Glimmers of Hope

IMF Revises Global Growth Estimates

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Critical Subsystems: Mapping Out Risks Posed by Growing Trade War

The recent anti-globalization political rhetoric veering towards nationalism raises a number of challenges for the semiconductor supply chain. Throughout the ongoing U.S.-China trade war, and now the dispute between South Korea and Japan, most...

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As World Cycles Turn

Electronic Industry Business Cycles Look Promising (with Reservations)

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