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
Watching (Impatiently) for the Upturn
Manufacturing growth remains slow globally (Chart 1) although conditions vary by country and region (Chart 2).
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...
4Q’18 World Electronic Supply Chain – Slowing Electronic Equipment Growth
Custer Consulting Group has its first estimate of global electronic equipment growth in 4Q’18 vs. 4Q’17. Chart 1 compares the combined sales of a 213-company OEM composite...
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...
China Wafer Production Capacity Growth Fastest in World
Region’s Fab Capacity Expansion Picks up Pace
Unwavering in its drive to build a strong, self-sufficient semiconductor supply chain, China plans more new fab projects than any other region in the world from 2017 to 2020, and its expansion of fab...
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
General Industry Slowing Coupled with Geopolitical Strife
Global Growth by Electronic Sector
IC Design Leads China’s IC Ecosystem Development
IC design has emerged as the largest semiconductor sector in China, with 2017 revenues of $31.9 billion generated by about 1,380 companies. At the same time, China’s fabless segment has risen to third in global rankings with about one-tenth of...