Policymakers are increasing semiconductor manufacturing capacity to strengthen supply chains and meet growing demand for semiconductors through robust incentive packages totaling hundreds of billions of dollars. This global effort hinges on semiconductor manufacturing equipment (SME).
Despite recent global economic uncertainties and a downbeat memory market outlook for the second half of 2019, new 300mm fab construction in Korea is still going strong.
When will the memory market likely show signs of bottoming out? Following is an analysis of the current memory climate using the Memory Inventory Cycle Index introduced in this SEMI two-part article series in October 2018.
