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”
Electronics, COVID-19, and Ukraine
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”
Semiconductor growth moderating
The global semiconductor market in 2021 was $555.9 billion, according to WSTS data released by the Semiconductor Industry Association (SIA). 2021 increased 26.2% from 2020, the largest annual increase since 31.8% in 2010, eleven years ago. We at Semiconductor Intelligence track publicly available semiconductor market forecasts and award a virtual… Read more“Semiconductor growth moderating”
CES is back – partially
CES (formerly the Consumer Electronics Show) returned to Las Vegas, Nevada last week. In 2021, CES was remote due to the COVID-19 pandemic. On April 28, 2021, the Consumer Technology Association (CTA), the sponsor of CES, announced CES 2022 would be held in Las Vegas. On the date of the… Read more“CES is back – partially”