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Gradual Rebound or Slight Dip – Two Scenarios for COVID-19 Impact to 2020 Global Silicon Wafer Market Sales

In the past 3 months, silicon wafer shipments leveled off and the YoY growth rate had started to rebound, SEMI reported in Silicon Wafer Market Monitor, a new quarterly report that tracks wafer shipment dynamics including historical shipments, supply & demand shifts, and pricing trends & forecasts.

Are You Part of a Healthy, Competitive Supply Chain?

Critical subsystems technologies for semiconductor applications are highly engineered and specialized pieces of equipment. Only a select group of companies are able to produce these products to the high specifications demanded by the semiconductor industry and in the volume required.

Watching (Impatiently) for the Upturn

The turnaround is not “around the corner” but at least we can follow its progress!

China Wafer Production Capacity Growth Fastest in World

Region’s Fab Capacity Expansion Picks up PaceUnwavering in its drive to build a strong, self-sufficient semiconductor supply chain, China plans more new fab projects than any other region in the world from 2017 to 2020, and its expansion of fab capacity recently picked up pace on the strength of...

Part 2 of 2: The End of the Memory Growth Rally? Where Are We in the Memory Inventory Cycle?

Part 1 of this article discussed the Memory Inventory Cycle Index and compared it with memory device sales and memory fab equipment investments. This article, the second of the two-part series, illustrates how the Memory Inventory Cycle Index starts to weaken before memory sales of the top three...

SEMI FabView Update: More Investments in Semiconductor Fabs

SEMI FabView update for calendar year Q3 2018 Global fab construction investment shows continuing strength, with 19 new fab projects expected to begin construction in 2019 and 2020, based on the latest data published in SEMI’s World Fab Forecast. Fab investment is just one indicator of how...

More than Moore Devices: The Wind of Change

Driven by the adoption of evermore electronic components in end products, the semiconductor industry is facing a new era in which device scaling and cost reduction will no longer continue on the path followed for the past few decades. Advanced nodes no longer bring the desired cost benefit, and...