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).
4Q’18 World Electronic Supply Chain – Slowing Electronic Equipment Growth
Custer Consulting Group has its first estimate of global electronic equipment growth in 4Q’18 vs. 4Q’17. Chart 1 compares the combined sales of a 213-company OEM composite...
Industry Growth – Still Positive but Varies by Region
2017 Global Semiconductor Materials Sales Reach $46.9 Billion
The global semiconductor materials market increased 9.6 percent while worldwide semiconductor revenues increased 21.6 percent from the prior year in 2017. Total wafer fabrication materials and packaging materials totaled $27.8 billion and $19.1*...
2017: Equipment and Devices Revenues Shatter Records but Results for Materials Mixed
Semiconductor Market Trends
Semiconductor markets in 2017 far outstripped the average revenue forecast of 5 percent growth at the start of the year, logging a robust 22 percent increase for a second consecutive year of record revenues, according...