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...
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
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...
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
Decelerating Growth Now but 2018 was a Decent Year
World Electronic Supply Chain Third Quarter Growth
Chart 1 is our preliminary estimate of US$ denominated growth by sector of the global electronic supply chain in 3Q’18 vs 3Q’17. For most sectors, consolidated financial reports of companies...
New Fabs Invest Over $220 Billion
Global fab equipment spending will increase 14 percent this year to US$62.8 billion and is expected to rise 7.5 percent, to US$67.5 billion, in 2019, marking the fourth consecutive year of spending growth and the highest investment year for fab...
Industry Growth – Still Positive but Varies by Region