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Key semiconductor market drivers PCs and smartphones are both showing declines in shipments in the first half of 2022. According to IDC, PC shipments in 2Q 2022 were down 15% from a year earlier. 2Q 2022 PC shipments of 71.3 million units were at the lowest level in almost three… Read more“Electronics slowing”

The semiconductor market in 2022 is weakening. Driving factors include rising inflation, the Russian war on Ukraine, COVID-19 related shutdowns in China, and lingering supply chain issues. Four of the top 14 semiconductor companies (Intel, Qualcomm, Nvidia and Texas Instruments) are expecting lower revenues in 2Q 2022 versus 1Q 2022…. Read more“Semiconductors weakening in 2022”

Semiconductor makers are planning strong capital expenditure (CapEx) growth in 2022. According to IC Insights, 13 companies plan to increase CapEx in 2022 by over 40% from 2021. The largest CapEx for 2022 will be from TSMC at $42 billion, up 40%, and Intel at $27 billion, up 44%. IC… Read more“Semiconductor CapEx Warning”

The outlook for electronics and semiconductors in 2022 is uncertain. Just as the world was returning to more normal conditions after (hopefully) the worst of the COVID-19 pandemic is over, Russia invaded Ukraine in February. The International Monetary Fund (IMF) in a March 15 blog post asserted the Russian invasion… Read more“Electronics, COVID-19, and Ukraine”