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Business & Markets

An Imminent Recovery … or a Deep Recession

Global Manufacturing Activity

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Global Fab Equipment Spending Poised to Set Record in 2021

Expect slow recovery in 2020 to pave the way to a record next year

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Fab Equipment Spending Crawls Out of Slump in Second Half 2019 – But Roller Coast to Continue in 2020

Global fab equipment spending is slowly crawling out of its slump in the second half of 2019 with a pickup in investments in memory – particularly 3D NAND – leading-edge logic and foundries. Compared to the first half of 2019, the second half...

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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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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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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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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...

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2018: Records Shattered Across the Board

Semiconductor Market Trends

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Don’t Look at These Charts!

Electronic equipment growth definitely slowed in late 2018 (Chart 1). Based on the consolidated revenues of 213 large, global OEMs electronic equipment sales grew only 2.1 percent in 4Q’18 vs. 4Q’17, down from 4.9 percent in the third quarter and...

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