Critical Subsystems Suppliers’ R&D Spend Holding Up
Despite a tough year for critical subsystem suppliers, their overall expenditure on research and development has remained at near record levels – evidence that critical subsystems are indeed critical to the semiconductor manufacturing equipment...
Muted Seasonal Recovery
The global electronics industry normally experiences a seasonal upturn from mid-summer through the December holidays. However, this autumn’s upturn is less robust.
Chillers… A Surprisingly Hot Market
The market for chillers and heat exchangers used in semiconductor manufacturing equipment has more than doubled since 2014 and is expected to reach a total value of $383 million in 2019. The 18 percent compound annual growth rate of this segment...
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...
Tempered Growth Forecasts and Longer Range Glimmers of Hope
IMF Revises Global Growth Estimates
As World Cycles Turn
Electronic Industry Business Cycles Look Promising (with Reservations)
Tide (Will Be) Turning
Timing of Next Upturn? A Forecast
The typical winter “seasonal slowdown” is now behind us. What can we expect as the year progresses?
2018: Records Shattered Across the Board
Semiconductor Market Trends
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...