chip, forecast, slash, Covid-19

Chip Forecasts Slashed Amid Pandemic’s Grip

Grim global semiconductor forecasts agree on a pandemic-driven market contraction, with the only variable being how steep and for how long chip demand and revenues will decline. As the unrelenting spread of the novel coronavirus and the resulting lockdown slow consumption and hobble global supply chains, forecasters continue to slash their growth forecasts across market sectors and applications. Demand…

wafer capacity, semicondcutor companies

Five Semiconductor Companies Hold 53 percent of Global Wafer Capacity

Only five semiconductor companies hold 53 percent of total global wafer capacity, according to IC Insights. In 2019, each company had capacity of more than 1,000,000 wafer starts per month. In contrast, the top five capacity leaders in 2009 held 36 percent of worldwide capacity. Capacity at other semiconductor leaders, including Intel (817K wafers/month), UMC…

Price Hikes Drive Improved Semiconductor Forecasts

Electronic component suppliers have been complaining for years about eroding prices. With many types components currently in short supply, prices have finally begun to tick up. But are any of these price hikes sustainable? Typically, the answer is “no.” A continual stream of better-smaller-faster components exerts downward price pressure on older-generation products. However, one research…