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World Semiconductor Trade Statistics (WSTS) is an organization of semiconductor companies created to collect market data. The members of WSTS also meet twice per year to develop forecasts for the semiconductor market. The “forecast by committee” approach of WSTS usually results in conservative forecasts. However, WSTS called it right for… Read more“Strong pickup in semiconductors in 2017”

CES 2017 wrapped up last week in Las Vegas. The show had over 175,000 attendees and over 3,800 exhibiting companies, according to the organizer, the Consumer Technology Association (CTA). The U.S. had the most companies exhibiting at CES with 1,755. China was close behind at 1,575 companies according to Benjamin… Read more“China moves from manufacturer to full supplier”

The global semiconductor market posted strong 11.6% growth in 3rd quarter 2016 from 2nd quarter, according to WSTS. This strength is reflected in the 3rd quarter revenue growth reported by the major semiconductor suppliers. Of the 12 companies, half (Intel, Samsung, Broadcom, TI, Micron and Toshiba) reported growth of over… Read more“Semiconductors flat for second straight year”

Global semiconductor capital expenditures (capex) are expected to return to the level of 2011 either this year or next. 2011 was the record year for capex as the industry returned to growth following the 2009-2010 recession.  IC Insights’ August 2016 forecast called for 3.5% growth in capital spending to reach… Read more“2016 semicoductor capex highest in 5 years”