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Materials M&A Mania


The electronics materials business has seen a wave of mergers and acquisitions in recent times. Clearly, it’s important to keep tabs on this industry. Vendors in the electronics materials business are critical to the supply chain—they provide the key gases, materials and other products for various industries, such as display, MEMS, packaging, semiconductor and others. But it takes a s... » read more

5 Takeaways From SEMI’s SMC


At the recent Strategic Materials Conference (SMC), there were a multitude of presentations on a number of subjects. The event, sponsored by SEMI, had presentations on the IC industry, market drivers, electronic materials and other subjects. In no particular order, here are my five takeaways from SMC: Materials M&A mania Last year, the IC industry experienced a dizzying array of merger ... » read more

The Week In Review: Manufacturing


In 2015, Korea outspent all other countries ($9 billion) on front-end semiconductor fab equipment, according to SEMI. But Korea is expected to drop to second place in 2016, as Taiwan takes over with the largest CapEx spending at $8.3 billion, according to SEMI. In 2015, Americas ranked third in overall regional CapEx spending with about $5.6 billion and is forecast to increase only slightly to ... » read more