Category: Newsletter

WSTS reported 1st quarter 2025 semiconductor market revenues of $167.7 billion, up 18.8% from a year earlier and down 2.8% from the prior quarter. The first quarter of 2025 was weak for most major semiconductor companies. Ten of the sixteen companies in the table below had declines in revenue versus… Read more“Semiconductor Market Uncertainty”

President Donald Trump has initially excluded semiconductors from his latest round of U.S. tariffs. However, he could put tariffs on semiconductors in the future. If tariffs are placed on semiconductors imported to the U.S., how would that affect U.S.-based semiconductor companies? The chart below shows U.S. semiconductor imports for the… Read more“Semiconductor Tariff Impact”

Semiconductor Intelligence (SC-IQ) estimates semiconductor capital expenditures (CapEx) in 2024 were $155 billion, down 5% from $164 billion in 2023. Our forecast for 2025 is $160 billion, up 3%. The increase in 2025 is primarily driven by two companies. TSMC, the largest foundry company, plans between $38 billion and $42… Read more“Semiconductor CapEx Down in 2024, up in 2025”

  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”