Hedging The Chip Industry


The chip industry has changed significantly since the last big downturn. And while there is no indication a downturn is on the horizon, analysts are beginning to ask questions about what comes next. Inventory is building at systems companies because of weaknesses in some of the key markets such as mobile phones and tablet computers, and there is a growing risk of trade wars due to recently impo... » read more

Explosive Growth Ahead


Over the next five years, sales across the semiconductor supply chain will double from $2 trillion to $4 trillion, said Ajit Manocha, president and CEO of SEMI, during the opening presentation at Semicon West this month. These are gigantic numbers, and they reflect some massive shifts now underway across the semiconductor industry. Many chipmakers have been trying to figure out the next big ... » read more

2017 Off To A Good Start, January Up 10.6% Year Over Year


January 2017 semiconductor sales exceeded $29 billion, representing a 10.6% increase over January 2016 and a decline of 10% from December 2016. The average weekly industry ship rate for January was $7.3 billion. Extending this ship rate for the year would produce an annual revenue of $380 billion or 10% growth. Semico is forecasting a couple of slow months and some price degradation on a few ke... » read more

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