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Markets and Business

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...

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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.

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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...

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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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Tempered Growth Forecasts and Longer Range Glimmers of Hope

IMF Revises Global Growth Estimates

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As World Cycles Turn

Electronic Industry Business Cycles Look Promising (with Reservations)

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Tide (Will Be) Turning

Recent Forecasts

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Timing of Next Upturn? A Forecast

The typical winter “seasonal slowdown” is now behind us. What can we expect as the year progresses? 

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2018: Records Shattered Across the Board

Semiconductor Market Trends

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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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