The global semiconductor market is expected to rebound this year by as much as 7.9 percent, but the ghosts of 2019 haven’t vanished. Tariffs still impact more than $350 billion worth of imported Chinese goods — including the chips and passives that are staples of electronic systems — and economic indicators are suppressing spending. “Brexit,…
IC Insights predicts a record amount of IC capacity will be added by semiconductor manufacturers in 2020- 2021. Notably, most of that increase will come from the Far East. U.S. manufacturers across all industries, in a recent manufacturing survey, decreased their capital expenditure budgets for 2020. Typically, the IC industry meets most of its IC…
NAND flash will be the fastest-growing semiconductor product in 2020, with DRAM in third place, according to market research firm IC Insights. The strong anticipated market growth for the two memory segments is not a big surprise given the complete market collapse that these two segments experienced in 2019, the firm said. The 2020 NAND…
With a forecasted 34 percent drop in the memory market this year, Intel is once again expected to rank as the largest semiconductor supplier and have sales that are 26 percent larger than Samsung in 2019, according to market research firm IC Insights. Intel was the number one ranked semiconductor supplier in 1Q17 but lost…
U.S. factory activity contracted for the third straight month in October as trade issues, the GM strike and global economic uncertainty plagued the market. The Institute for Supply Management’s manufacturing index registered 48.3 last month, up slightly from a 10-year low of 47.8 in September. New orders, employment and inventories all rose from September but…
After slowing in the past couple years, semiconductor merger and acquisition activity strengthened in the first eight months of 2019 with the combined value of about 20 M&A agreement announcements reaching $28.0 billion for the purchase of chip companies, business units, product lines, intellectual property (IP), and wafer fabs between January and the end of…
Capex spending for memory ICs was the driving factor behind very strong increases in industry-wide capex spending over the past two years, according to market research firm IC Insights. Most of those upgrades and expansion plans are now completed or have entered their final building phases. As a result, memory capex is forecast to account…
Intel replaced Samsung as the number one quarterly semiconductor supplier in 4Q18 after losing the lead spot to Samsung in 2Q17, according the market research firm IC Insights. While Samsung held the full-year number one ranking in 2017 and 2018, Intel is forecast to easily recapture the number one ranking for the full year of…
In an ugly turnaround from last year, IC growth rates in 2019 are expected to be heavily weighted toward the negative side of the chart, with nine segments forecast to see a sales decline of 10 percent or more, according to market research firm IC Insights. Sixteen product categories are expected to experience flat sales…
Despite a 38 percent sales decline expected this year, the DRAM market is forecast to remain the largest of all IC product categories in 2019 with sales reaching $62.0 billion, down from $99.4 billion in 2018. IC Insights believes the DRAM market will account for 17 percent of total IC sales in 2019. By comparison,…