Semiconductor industry capital expenditures (capex) in 2015 are expected to be $69 billion in 2015, up 6% from $65 billion in 2014 according to IC Insights. We at Semiconductor Intelligence have compiled 2015 capex outlook by company. The major memory companies account for 38% of 2015 capex and the major… Read more“2015 Semiconductor Capex led by Memory & Foundry”
Semiconductors off to slow start in 2015
A weak first quarter outlook for the semiconductor market is indicating a slow start to 2015. Intel recently lowered the midpoint of its 1Q 2015 revenue guidance from $13.7 billion (down 7% from 4Q 2014) to $12.8 billion (down 13%). The table below shows the estimated top 25 semiconductor companies… Read more“Semiconductors off to slow start in 2015”
Vietnam: rising star in electronics
I recently returned from a trip to Southeast Asia, including Vietnam. The trip was for pleasure, not business, but I could not help but notice the boom in economic activity. The coastal cities of Hai Phong, Da Nang and NHA Trang were trying to outdo each other in building… Read more“Vietnam: rising star in electronics”
2014 semiconductor market forecast on target
The 2014 semiconductor market was US$335.8 billion, according to World Semiconductor Trade Statistics (WSTS). 2014 increased 9.9% from $305.6 billion in 2013. We at Semiconductor Intelligence have held to our forecast of 10% semiconductor growth in 2014 since February 2014. Our earlier forecast in November 2013 was 15% growth. Most… Read more“2014 semiconductor market forecast on target”