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”
Shakeup in Analog rankings
Last week Renesas Electronics announced an agreement to acquire Intersil Corporation for US$3.22 billion. This follows July’s announcement that Analog Devices Inc. (ADI) will acquire Linear Technology Corp. (LTC) for $14.8 billion. These deals will cause a shakeup in the analog IC market. According to IC Insights ranking of analog… Read more“Shakeup in Analog rankings”
Semiconductors negative in 2016, positive in 2017
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”