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Slowdown, But No Correction


The market for chips will continue to grow over the next few years, but not as quickly as over the past couple years when the work-at-home market drove up demand for everything from laptops and TVs to home video equipment. Economists painted a mixed picture for the semiconductor industry at this week's SEMI Industry Strategy Symposium, projecting continue growth in all major markets, but tem... » read more

2022 Chip Forecast: Mixed Signals


Jim Feldhan, president of Semico Research, sat down with Semiconductor Engineering to talk about the outlook for the semiconductor market. SE: What was your final 2021 semiconductor forecast? What is your 2022 semiconductor forecast? Feldhan: For 2021, world semiconductor revenues totaled $558 billion and units totaled over 1.1 trillion units. In terms of growth rate, revenues increased 2... » read more

200mm Shortages May Persist For Years


A surge in demand for chips at more mature process nodes is causing shortages for both 200mm foundry capacity and 200mm equipment, and it shows no signs of letting up. In fact, even with new capacity coming on line this year, shortages are likely to persist for years, driving up prices and forcing significant changes across the semiconductor supply chain. Shortages for both 200mm foundry cap... » read more

Reshoring Vital To The Future Of Chipmaking


Repatriating offshore manufacturing efforts to the United States – i.e., “reshoring” – is not a new concept. The Reshoring Initiative was founded in 2010, and the Reshoring Institute, founded in 2014, conducts annual surveys of global manufacturers regarding their reshoring plans. The institute’s 2019 survey found that, while a growing number of businesses were rethinking their global... » read more

Using Fab Sensors To Reduce Auto Defects


The semiconductor manufacturing ecosystem has begun collaborating on ways to effectively use wafer data to meet the stringent quality and reliability requirements for automotive ICs. Silicon manufacturing companies are now leveraging equipment and inspection monitors to proactively identify impactful defects prior to electrical test. Using machine learning techniques, they combine the monitor ... » read more

More Fabs, More Equipment Spending


Global fab equipment spending will increase 14 percent this year to US$62.8 billion and is expected to rise 7.5 percent, to US$67.5 billion, in 2019, marking the fourth consecutive year of spending growth and the highest investment year for fab equipment in the history of the industry, according to the latest World Fab Forecast Report published by SEMI. Investments in new fab construction are a... » read more

China Moves To Top Spot In Fab Equipment Spending


By Clark Tseng, Dan Tracy & Gavin Wang of SEMI With 20, and possibly more, new fab projects underway or announced in China since 2016, spending on fab equipment will surge to $10 billion or more, annually, by 2018 and to even higher levels in the following two years. As a result, China is projected to be the top spending region for fab equipment in 2019 and 2020. Robert Maire, of Semicon... » read more

Challenges And Opportunities for China in the Semiconductor Industry


By Allen Lu China’s new industry investment and government promotion policies represent major opportunities for China and global semiconductor companies. The global industry is closely watching the details of the policy and its implementation ─ both because of the resources China’s government has dedicated and the potential impact to the global semiconductor manufacturing supply chain. I... » read more

The Week In Review: Manufacturing


Since the global economic recession of 2008-2009, the IC industry has pared down older fab capacity. From 2009-2014, semiconductor manufacturers have closed or repurposed 83 wafer fabs, including a few 300mm plants, according to IC Insights. Are 3D DRAMs finally here? SK Hynix is shipping mass production volumes of its first-generation High Bandwidth Memory (HBM1). Samsung is also backing it... » read more

Capex Growing To A Record High In 2015


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

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