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On June 23 the voters of the United Kingdom (UK) chose to leave the European Union (EU) by a margin of 51.9% to 48.1%. The withdrawal of the UK from the EU is known as Brexit (for Britain Exit). The immediate impact of the vote was a drop in global… Read more“Brexit impact on semiconductors”

The global semiconductor market has been on a decline (three-month-average change versus a year ago) since July 2015 according to World Semiconductor Trade Statistics (WSTS). Although numerous factors affect the semiconductor market (capacity and utilization, prices, inventory levels) in the near term, the long term growth is driven by the… Read more“Semiconductors out of step with electronics”

Several recent forecasts for the 2016 semiconductor market point to a decline. The title of this newsletter is the same as we used for our October 2015 newsletter. In October, Semiconductor Intelligence projected the market would grow 1.0% in 2015 despite several predictions of the market going negative. 2015 finished… Read more“Semiconductor market going negative?”

The outlook for semiconductor capital expenditures (capex) in 2016 is weak. Gartner’s January 2016 forecast called for a decline of 4.7%. IC Insights in February projected a 0.8% decline. The table below shows the Gartner forecast along with the capex forecasts from the top three spenders (Intel, Samsung and TSMC)… Read more“Semiconductor capital spending slow in 2016”