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The global semiconductor market posted strong 11.6% growth in 3rd quarter 2016 from 2nd quarter, according to WSTS. This strength is reflected in the 3rd quarter revenue growth reported by the major semiconductor suppliers. Of the 12 companies, half (Intel, Samsung, Broadcom, TI, Micron and Toshiba) reported growth of over… Read more“Semiconductors flat for second straight year”

Global semiconductor capital expenditures (capex) are expected to return to the level of 2011 either this year or next. 2011 was the record year for capex as the industry returned to growth following the 2009-2010 recession.  IC Insights’ August 2016 forecast called for 3.5% growth in capital spending to reach… Read more“2016 semicoductor capex highest in 5 years”

Last week Renesas Electronics announced an agreement to acquire Intersil Corporation for US$3.22 billion. This follows July’s announcement that Analog Devices Inc. (ADI) will acquire Linear Technology Corp. (LTC) for $14.8 billion. These deals will cause a shakeup in the analog IC market. According to IC Insights ranking of analog… Read more“Shakeup in Analog rankings”

Note: the table and text below have been revised from an earlier post to correct the numbers for STMicroelectronics. Semiconductor companies posted a wide range of results in 2nd quarter 2016. Intel, Micron Technology and Renesas Electronics all had declines in revenue in 2Q 2016 versus 1Q 2016. Samsung Semiconductor, Qualcomm… Read more“Semiconductors negative in 2016, positive in 2017”