<img height="1" width="1" style="display:none" src="https://www.facebook.com/tr?id=574268839740120&amp;ev=PageView&amp;noscript=1">

Markets and Business

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...

Read More

China’s Semiconductor Fab Capacity to Reach 20 Percent Worldwide Share in 2020, Region’s Equipment Market Expected to Rise to Top

The China IC Ecosystem Report, a comprehensive report for the IC manufacturing supply chain, reveals that front-end fab capacity in China will grow to account for 16 percent of the world's semiconductor fab capacity this year, a share that will...

Read More

Strong 2Q’18 Global Supply Chain Growth But Second Half Slowing

2Q’18 Electronic Supply Chain Growth Update

  • Chart 1 is a preliminary estimate of global growth of the electronic supply chain by sector for 2Q’18 vs 2Q’17. Note the strong performance of semiconductors, SEMI capital equipment and passive...
Read More

2018 and 2019 Global Electronic Supply Chain Forecasts, Plus a Leading Indicator Worth Watching

Forecast Summaries

Charts 1 and 2 are the recent world growth forecasts for this year and next for GDP (World Bank), Electronic Equipment and Printed Wiring Boards (Custer Consulting Group), Semiconductors (SIA/WSTSI and new Semiconductor Capital...

Read More

More than Moore Devices: The Wind of Change

Driven by the adoption of evermore electronic components in end products, the semiconductor industry is facing a new era in which device scaling and cost reduction will no longer continue on the path followed for the past few decades. Advanced...

Read More

SEMI Market Symposium: Moore’s Law in the Age of Smart Markets

Powerful winds of change are re-shaping the semiconductor industry as it flexes and re-positions to power a new wave of growth on the back of emerging applications. Today, the industry is thriving, with growth expected to continue through 2019...

Read More

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)...

Read More

Cautious Optimism

Updated Global GDP Forecast

Read More

Record Equipment Spending Streak Continues in 2018 and 2019

Christian G. Dieseldorff, Industry Research & Statistics Group, SEMI (June 12, 2018)

Read More