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...
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...
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
Part 2 of 2: The End of the Memory Growth Rally? Where Are We in the Memory Inventory Cycle?
Part 1 of this article discussed the Memory Inventory Cycle Index and compared it with memory device sales and memory fab equipment investments. This article, the second of the two-part series, illustrates how the Memory Inventory Cycle Index...
Part 1 of 2: The End of the Memory Growth Rally? Where Are We in the Memory Inventory Cycle?
Micron, one of the top three memory semiconductor companies, reported solid results for the fourth quarter of fiscal 2018 (June to August) to extend a multi-quarter string of strong growth. However, the company’s mediocre guidance for the current...
SEMI FabView Update: More Investments in Semiconductor Fabs
SEMI FabView update for calendar year Q3 2018
Global fab construction investment shows continuing strength, with 19 new fab projects expected to begin construction in 2019 and 2020, based on the latest data published in SEMI’s World Fab Forecast.
Data Storage and Automotive Continue to Drive Fab Investment into 2019
Device manufacturers continue to invest. Spending in cloud data center (compute, networking and storage), automotive (content per car increases), industrial (on content, factory automation, and positive macro trends), and consumer (gaming)...
Record Equipment Spending Streak Continues in 2018 and 2019
Christian G. Dieseldorff, Industry Research & Statistics Group, SEMI (June 12, 2018)
Is it the End for New Volume Fabs in the U.S.?
Can it be that no more new semiconductor fabs are being built in the U.S.?