IBM last week agreed to transfer its semiconductor business to GlobalFoundries. GlobalFoundries will acquire wafer fabs in East Fishkill, New York and Essex Junction, Vermont; IBM’s commercial microelectronics business, which includes ASIC and foundry; over 10,000 IBM patents related to semiconductor manufacturing; and over 5000 fab and ASIC employees. GlobalFoundries… Read more“IBM leaves semiconductors – end of an era”
Category: Archived
Semiconductor double digit growth in 2014 & 2015
The global semiconductor market was US$82.2 billion in the second quarter of 2014 according to World Semiconductor Trade Statistics (WSTS). 2Q 2014 was up 4.8% from 1Q 2014 up 10.1% from 2Q 2013. Healthy growth should continue into 3Q 2014. The table below shows initial revenue growth guidance for 2Q… Read more“Semiconductor double digit growth in 2014 & 2015”
Semiconductor equipment on growth track
Semiconductor manufacturing equipment continues to recover from a mid-2012 downturn. Based on data from SEMI and SEAJ, bookings (orders) began to pick up in December 2012. The book-to-bill ratio was over 1.0 from December 2012 through February 2014. Billings (shipments) surged in March through May of 2014 driving the book-to-bill… Read more“Semiconductor equipment on growth track”
Electronics growth positive around the world
Electronics production growth has turned positive in 2014 for all key geographic regions. The graph below shows three-month-average change versus a year ago for electronics production in local currency through April 2014. Total industrial production is used for Europe (EU countries) and South Korea since electronic production data is not… Read more“Electronics growth positive around the world”