Latest IC Forecast: Big Demand, Shortages

By Mark LaPedus - 15 Apr, 2021 - Comments: 1

Over the last year, the semiconductor industry has seen its share of highs, lows and uncertainties. In early 2020, the business looked bright, but the IC market dropped amid the Covid-19 pandemic outbreak. Throughout 2020 different countries implemented a number of measures to mitigate the outbreak, such as stay-at-home orders and business closures. Economic turmoil and job losses soon follo... » read more

Semiconductor CapEx To Grow 13.0% In 2021

By Adrienne Downey - 23 Mar, 2021 - Comments: 0

Semiconductor capital expenditures grew 9.2% in 2020 to US$112.1 billion. This is $14.1 billion higher than our spring 2020 forecast, and $3.2 billion higher than our fall 2020 forecast. As shown in the graph below, the total 2020 CapEx was $9.4 billion larger than the $102.7 billion spent in 2019. Semico is forecasting 2021 CapEx to reach $127 billion, an increase of 13.0%. Source: Semico... » read more

Mask/Lithography Issues For Mature Nodes

By Mark LaPedus - 22 Oct, 2020 - Comments: 0

Semiconductor Engineering sat down to discuss lithography and photomask issues with Bryan Kasprowicz, director of technology and strategy and a distinguished member of the technical staff at Photronics; Harry Levinson, principal at HJL Lithography; Noriaki Nakayamada, senior technologist at NuFlare; and Aki Fujimura, chief executive of D2S. What follows are excerpts of that conversation. ... » read more

Fearless chip and fab tool forecasts

By Mark LaPedus - 24 Jan, 2019 - Comments: 1

2019 is expected to be a challenging, if not confusing, year for the semiconductor and fab equipment industries. For example, Apple recently issued a warning about lackluster smartphone demand, which impacted several IC vendors and foundries. Then, the memory market is plummeting. In addition, the 10nm/7nm transition has proven to be difficult for many. And let’s not forget the geopolitica... » read more

Memory Market: More Than ASPs At Risk

By Jim Feldhan - 17 Aug, 2017 - Comments: 1

By Adrienne Downey and Jim Feldhan In June 2016, the memory market emerged from its slump after reversing its 12-month ASP decline. Since then, we’ve seen a strong rebound for ASPs in both DRAM and NAND. Contributing to this recovery was the increasing demand in memory content per device across all end markets combined with a more controlled capital investment over the past several years.... » read more

Semiconductor CapEx To Increase 4.3% In 2017

By Adrienne Downey - 20 Feb, 2017 - Comments: 0

Semiconductor capital expenditures are an important bellwether for the industry. Based on preliminary findings, Semico Research predicts 2017’s total will increase 4.3% to $69.7 billion, a record high, and a slightly larger increase than in 2016. Semico tracks more than 80 companies for CapEx and R&D spending, although many of those companies have merged, have been acquired, or gone ba... » read more

2015: A Year In Review

By Lara Chamness - 21 Apr, 2016 - Comments: 0

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

Capex Growing To A Record High In 2015

By Adrienne Downey - 18 Jun, 2015 - Comments: 0

Semiconductor companies are spending more than ever to stay competitive. In 2015, the total amount spent for capital expenditures is forecast to be $68.7 billion, up 9% from 2014’s $63.3 billion. This breaks the previous record set in 2011 at $63.8 billion, as shown in the following graph. Total Semiconductor Capital Expenditures, 2009-2015 Source: Semico Research Corp. The Top 15 A... » read more

Book-To-Bill Ratio Strengthens

By Ed Sperling - 22 May, 2015 - Comments: 0

The book-to-bill ratio, which is a measure of orders received versus product billed, was positive for the first four months of the year, a sign that equipment sales are up as foundries prepare for manufacturing at advanced nodes and for the IoT. The three-month moving average for bookings was $1.57 billion in April for North America alone, which is up 9% year over year from $1.44 billion. Th... » read more

The Week In Review: Manufacturing

By Mark LaPedus - 17 Apr, 2015 - Comments: 0

It could be a long year for the equipment industry. First, Intel reduced its 2015 capital expenditure budget to $8.7 billion, plus or minus $500 million. This is down from the previous mid-point guidance of $10.1 billion. As a result of Intel’s announcement, Pacific Crest Securities cut its worldwide 2015 semiconductor CapEx forecast. The new CapEx forecast is now $62.5 billion in 2015. Th... » read more

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