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”
Brexit impact on semiconductors
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”
Semiconductors out of step with electronics
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”
Semiconductor market going negative?
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?”