SI predicts 2024 growth of 18%
The semiconductor market grew 8.4% in 4Q 2023 from 3Q 2023, according to WSTS. The 8.4% gain was the highest quarter-to-quarter growth since 9.1% in 2Q
Source: electronicsweekly.com
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On the way up? Or down?
None of the market researchers expect 2005 to be a particularly tough year for equipment and materials suppliers
Source: electronicsweekly.com
Semiconductor Industry CapEx Set for Steepest Decline Since 2008: Forecast
The semiconductor industry CapEx will drop in 2023 but will still exceed the 2020 level.
Source: tomshardware.com
Foundry Wars Begin
Foundry Wars Begin Intel’s re-entry has kicked the competition into high gear, with massive spending on equipment and new fabs. Leading-edge foundry vendors are gearing up for a new, high-stakes spending and technology race, setting the stage for a possible shakeup across the semiconductor manufacturing landscape. In March, Intel re-entered the foundry business, positioning itself against Samsung and TSMC at the leading edge, and against a multitude of foundries working at older nodes. Intel announced plans to build two new fabs with a capital spending budget set at $20 billion in 2021. Ear...
Source: semiengineering.com