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Markets and Business

Gradual Rebound or Slight Dip – Two Scenarios for COVID-19 Impact to 2020 Global Silicon Wafer Market Sales

Uncertainty has gripped the silicon wafer market as the COVID-19 pandemic threatens to upend growth projections for 2020. Declines in both shipments and revenue plagued the silicon wafer market in 2019, a downturn that had given way to optimism...

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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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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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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...

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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...

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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

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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...

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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...

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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.

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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)...

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