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Author's Latest Posts


Greenfield Projects Needed To Meet Silicon Wafer Demand


After logging record shipments in the first quarter of 2021, the silicon wafer industry may need to start greenfield projects as soon as this year to boost capacity over the next two years as market demand and average selling prices continue to improve. One segment hamstrung by a supply shortage is 300mm epitaxial wafers, a shortfall we expect to drive continuing price increases in the comin... » read more

Gradual Rebound Or Slight Dip


Uncertainty has gripped the silicon wafer market as the COVID-19 pandemic threatens to upend growth projections for 2020. Declines in both shipments and revenue plagued the silicon wafer market in 2019, a downturn that had given way to optimism for 2020 with rising expectations for normalizing inventory levels, memory market improvements, data center market growth and the 5G market takeoff. ... » read more

Finding The Bottom Of The Memory Trough


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 announcement to cut output by 5 percent due to weaker-than-expected market demand and its prediction that its customers’ inventory correction will last until... » read more