Author's Latest Posts

Renaissance In The Photomask Market?

The semiconductor industry has been on a roll for the past few years – and the rising tide has lifted segments spanning the supply chain. The photomask market, in particular, has seen exceptionally strong growth of 13 percent and 8 percent in 2017 and 2018, respectively. The upsurge is striking given that, in the early to mid-2000s, the photomask market averaged less than 4 percent annual gro... » read more

Dawn Of The Data-Centric Era

A recurring theme of the recent Industry Strategy Symposium (ISS) in Half Moon Bay, California, was how the explosion of new applications such as autonomous vehicles, digital healthcare, quantum computing, and crytocurrency mining are driving the need for more industry-wide collaboration to enable companies to compete in the “Data Centric” era. The resulting digital economy is creating unpr... » read more

North America Equipment Market Rebounds

Coming off of two consecutive down years, the North America semiconductor fab equipment market is set to experience growth this year and into 2018. The market is primarily being driven by investments from Samsung, Intel, GlobalFoundries, and Micron, which are expected to account for 85 percent of fab equipment purchased in the region this year. These fab equipment purchases are targeted ... » read more

2015: A Year In Review

Semiconductor Market Trends Semiconductor revenues were essentially flat in 2015 when compared to 2014 levels according to the World Semiconductor Trade Statistics (WSTS). The materials market mirrored the device market, while the equipment market contracted 3%. The semiconductor equipment market typically receives more attention than the materials market, however, and the materials market has... » read more

Much Ado About Weakening Currency, China, And IoT

At the 10th annual SEMI/Gartner Market Symposium, keynoted by ARM’s Ian Ferguson, market analysts gathered to present their views on the current state of the industry. Several key themes emerged including weakening currency impact on the industry’s forecasts, China’s $20 billion Industry Fund, and the Internet of Things (IoT). Industry overview and trends were presented by Bob Johnson,... » read more

Semiconductor Materials Market To Surpass $46 Billion In 2015

By Lara Chamness By all accounts 2014 is going to be a good year for the semiconductor industry; current semiconductor revenue forecasts point to mid- to high single digit growth and quarterly device revenues and silicon shipments are stronger when compared to the same period last year. SEMI believes that the semiconductor materials market will trend with the device market, resulting in an inc... » read more

Semiconductor New Equipment Market $32.0 Billion For 2013

Orders for new equipment slowly improved early on in 2013, with bookings reaching a peak by the second quarter before receding in the third quarter. Over this time, equipment billings, while increasing, were trending below 2012 levels. In October, book-to-bill data from both SEMI and the SEAJ show bookings are increasing once again, and this indicates a stronger fourth quarter for the semico... » read more

Photomask Market Update

By Lara Chamness The worldwide semiconductor photomask market was $3.2 billion in 2012 and is forecast to reach $3.5 billion in 2014. After reaching a market peak in 2011, the photomask market contracted 4 % in 2012. The mask market is expected to grow 3 % and another 3% sequentially over the next two years. Key drivers in this market continue to be advanced technology feature sizes (less than... » read more

2012 Year-End Consensus Forecast

By Lara Chamness While the first half of the year started out with strong booking and billing activity, continued economic uncertainty has led many device manufacturers to cut back on their equipment investments during the second half of this year. The recently published SEMI Year-End Consensus Forecast predicts that the new equipment market will contract 12.2 percent for this year (to $38.2 b... » read more

Materials Market To Top $50 Billion In 2013

By Lara Chamness Given current macroeconomic headwinds, this year is proving to be challenging to forecast. Most analysts recently downgraded their semiconductor revenue forecasts to flat or low-single digits, down from the more optimistic forecasts of 4% to 6% growth presented earlier in the year. SEMI believes that the semiconductor materials will trend with the device market. As such, th... » read more

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