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Chipping in for Equipment Suppliers: The Equipment Multiplier Effect on the Chip Shortage

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).

Critical Subsystems Orders Fall Off a Cliff

Orders for critical subsystems evaporated in the second half of 2018 after a very strong start to the year. Subsystems suppliers have been left with depleted order books after OEMs accumulated large inventories as the market for wafer fab equipment cooled off. Although overall critical subsystems...

SEMI Market Symposium: Moore’s Law in the Age of Smart Markets

Powerful winds of change are re-shaping the semiconductor industry as it flexes and re-positions to power a new wave of growth on the back of emerging applications. Today, the industry is thriving, with growth expected to continue through 2019 even as Moore’s Law – the trusty doubling of...