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...
Watching (Impatiently) for the Upturn
Manufacturing growth remains slow globally (Chart 1) although conditions vary by country and region (Chart 2).
Critical Subsystems in the Sub Fab
The value of critical subsystems sold for use in the sub fab is outgrowing the overall market for critical subsystems. Driven by the increased complexity of leading edge fabs and the growing vacuum intensity of semiconductor manufacturing, both...
Record Revenues for Critical Subsystems Suppliers in 2018 Despite Collapse in Orders
Critical subsystems for the IC equipment market continued to grow to a new record of $11 billion in 2018. While 2019 is expected to be a downturn year, the long-term outlook remains unchanged with an average growth rate of 3 percent.
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
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...
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.
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...