Category Archives: Lithography

In its September Update to The 2018 McClean Report, IC Insights discloses that over the past two years, DRAM manufacturers have been operating their memory fabs at nearly full capacity, which has resulted in steadily increasing DRAM prices and sizable profits for suppliers along the way.  Figure 1 shows that the DRAM average selling price (ASP) reached $6.79 in August 2018, a 165% increase from two years earlier in August of 2016. Although the DRAM ASP growth rate has slowed this year compared to last, it has remained on a solid upward trajectory through the first eight months of 2018.

Figure 1

The DRAM market is known for being very cyclical and after experiencing strong gains for two years, historical precedence now strongly suggests that the DRAM ASP (and market) will soon begin trending downward.  One indicator suggesting that the DRAM ASP is on the verge of decline is back-to-back years of huge increases in DRAM capital spending to expand or add new fab capacity (Figure 2). DRAM capital spending jumped 81% to $16.3 billion in 2017 and is expected to climb another 40% to $22.9 billion this year. Capex spending at these levels would normally lead to an overwhelming flood of new capacity and a subsequent rapid decline in prices.

Figure 2

However, what is slightly different this time around is that big productivity gains normally associated with significant spending upgrades are much less at the sub-20nm process node now being used by the top DRAM suppliers as compared to the gains seen in previous generations.

At its Analyst Day event held earlier this year, Micron presented figures showing that manufacturing DRAM at the sub-20nm node required a 35% increase in the number of mask levels, a 110% increase in the number of non-lithography steps per critical mask level, and 80% more cleanroom space per wafer out since more equipment—each piece with a larger footprint than its previous generation—is required to fabricate ≤20nm devices. Bit volume increases that previously averaged around 50% following the transition to a smaller technology node, are a fraction of that amount at the ≤20nm node.  The net result is suppliers must invest much more money for a smaller increase in bit volume output.  So, the recent uptick in capital spending, while extraordinary, may not result in a similar amount of excess capacity, as has been the case in the past.

As seen in Figure 2, the DRAM ASP is forecast to rise 38% in 2018 to $6.65, but IC Insights forecasts that DRAM market growth will cool as additional capacity is brought online and supply constraints begin to ease. (It is worth mentioning that Samsung and SK Hynix in 3Q18 reportedly deferred some of their expansion plans in light of expected softening in customer demand.)

Of course, a wildcard in the DRAM market is the role and impact that the startup Chinese companies will have over the next few years.  It is estimated that China accounts for approximately 40% of the DRAM market and approximately 35% of the flash memory market.

At least two Chinese IC suppliers, Innotron and JHICC, are set to participate in this year’s DRAM market. Although China’s capacity and manufacturing processes will not initially rival those from Samsung, SK Hynix, or Micron, it will be interesting to see how well the country’s startup companies perform and whether they will exist to serve China’s national interests only or if they will expand to serve global needs.

 

SMART Global Holdings, Inc. (“SMART” or the “Company”) (NASDAQ: SGH), parent company of SMART Modular Technologies, Inc., today announced the appointment of Bryan Ingram, Senior Vice President and General Manager of the Wireless Semiconductor Division of Broadcom Inc., to its board of directors and its Compensation Committee, effective October 2, 2018.

“Bryan brings significant operating skills and an extensive network of relationships with industry leaders in all parts of the electronics and semiconductor supply chain, including the largest handset manufacturers in the world,” said Ajay Shah, Chairman of the Board, President & CEO of SMART. “Bryan is responsible for one of the largest divisions within Broadcom, and his long history of executive leadership in the global semiconductor industry will be of great benefit to SMART as we continue to execute our expansion strategy.”

Mr. Ingram currently leads the Wireless Semiconductor Division at Broadcom Inc. and has served in various executive roles for over 13 years, at Broadcom Inc. and its predecessor Avago Technologies Limited, which acquired Broadcom Corp. in 2015. Mr. Ingram also held executive positions at the predecessor to Avago within Agilent Technologies. From 1986 to 1999 Mr. Ingram held various management positions at Hewlett Packard and Westinghouse. Mr. Ingram holds a Bachelor of Science in Electrical Engineering from the University of Illinois and a Master of Science in Electrical Engineering from Johns Hopkins University.

With the appointment of Mr. Ingram, the board of SMART Global Holdings now has four independent directors and a total of nine members.

The Semiconductor Industry Association (SIA), representing U.S. leadership in semiconductor manufacturing, design, and research, to day announced worldwide sales of semiconductors reached $40.16 billion for the month of August 2018, an increase of 14.9 percent compared to the August 2017 total of $34.96 billion. Global sales in August 2018 were 1.7 percent higher than the July 2018 total of $39.49 billion. All monthly sales numbers are compiled by the World Semiconductor Trade Statistics (WSTS) organization and represent a three-month moving average.

“Global semiconductor sales continued to bound upward in August, easily outperforming sales from last August and narrowly surpassing last month’s total,” said John Neuffer, president and CEO, Semiconductor Industry Association. “While year-to-year growth has moderated somewhat in recent months, sales remain strong across every major semiconductor product category and regional market, with the China and Americas markets standing out with the largest year-year growth.”

Regionally, sales increased compared to August 2017 in China (27.3 percent), the Americas (15.0 percent), Europe (9.5 percent), Japan (8.4 percent), and Asia Pacific/All Other (4.7 percent). Sales were up compared to last month in China (2.1 percent), the Americas (3.6 percent), and Asia Pacific/All Other (1.3 percent), and decreased slightly inJapan (-0.1 percent), and Europe (-1.4 percent).

For comprehensive monthly semiconductor sales data and detailed WSTS Forecasts, consider purchasing the WSTS Subscription Package. For detailed data on the global and U.S. semiconductor industry and market, consider purchasing the 2018 SIA Databook.

By Jaegwan Shim

Korea is on track to top all other regions in fab investment, spending $63 billion between 2017 and 2020, with powerhouses Samsung Electronics Co. and SK Hynix leading the way, according to latest World Fab Forecast Report by SEMI. Samsung Electronics increased fab investments $770 million to $12 billion this year, and SK Hynix upped its spending a significant $2.8 billion to $7.25 billion in 2018.

Korea’s investment companies anticipate continued growth for both companies in the second half of 2018.

Under this halo of extraordinary investment, nearly 380 SEMI Korea members and industry analysts gathered for 2018 SEMI Korea Members Day on September 22 to share insights on semiconductor market trends and new technologies that could help members bolster their competitiveness. Following are key takeaways from the event.

Korea semiconductor market to grow 16% in 2018

That’s according to IDC Korea VP Kim Soo-kyung, who noted that data center, memory and Internet of Things (IoT) are becoming key growth drivers for the semiconductor industry. He encouraged semiconductor companies to closely track development of automotive technology and the industry semiconductor market, both key growth areas.

SEMI Korea president H.D. Cho opens SEMI Korea Members Day 2018

Continuing fab investment will lead to oversupply, but display will shine

Market entry by Chinese companies will also spur the oversupply, said Jeong Won-Seok, an analyst at HI Investment Corp. He noted that the oversupply will force Korea into stiffer competition with other regions. However, with OLED used for a wide variety of devices and the display industry seeing rapid growth, the sector will remain ripe for growth among Korean companies.

Interconnecting various applications is a big semiconductor industry trend

The need for these interconnections will stand out in the mobility and high-performance computing (HPC) markets, said Kim Jin-Young, director at Amkor Technology Korea, who addressed trends in packaging technology. He also emphasized interconnection cost efficiency as key to maximizing competitiveness.

Smart Manufacturing is driving mass customization

As semiconductor industry growth continues, production methods are shifting from ‘mass production’ to ‘mass customization,’ increasing the importance of Smart Manufacturing in driving greater production efficiency, noted BISTel VP Jeon Kyeong-Sik. Building a Smart Manufacturing platform to support large-scale production of specialized database and artificial intelligence (AI) chips will boost production efficiency, reduce costs and improve risk management. Virtual simulation will be a key enabling technology.

SEMI analyst Clark Tseng presenting at SEMI Korea Members Day 2018

Surge in data volume and technology advances to drive long-term semiconductor industry growth

These key industry drivers will continue to power fab investment growth, with spending focused on 3D NAND, DRAM, and foundry, said Clark Tseng, a SEMI analyst. China alone will see eye-watering growth with the region’s investments in domestic companies surging 46% from 2018 to 2019 and fab investment by Chinese domestic companies outpacing spending by foreign companies in China, Tseng predicted.

SEMI membership rises with industry growth

Culminating the event, SEMI Korea president H.D. Cho said, “With the growth of the semiconductor market, the number of SEMI members is gradually increasing, and we will help member companies grow with various activities such as Korea Members Day.”

Jaegwan Shim is a marketing specialist at SEMI Korea. 

Originally published on the SEMI blog.

IC Insights’ September Update to The McClean Report shows that as a result of a 51% forecasted increase in the China pure-play foundry market this year (Figure 1), China’s total share of the 2018 pure-play foundry market is expected to jump by five percentage points to 19%, exceeding the share held by the rest of the Asia-Pacific region. Overall, China is forecast to be responsible for 90% of the $4.2 billion increase in the total pure-play foundry market in 2018.

Figure 1

With the recent rise of the fabless IC companies in China, the demand for foundry services has also risen in that country.  In total, pure-play foundry sales in China jumped by 26% last year to $7.5 billion, almost triple the 9% increase for the total pure-play foundry market.  Moreover, in 2018, pure-play foundry sales to China are forecast to surge by an amazing 51%, more than 6x the 8% increase expected for the total pure-play foundry market this year.

Although all of the major pure-play foundries are expected to register double-digit sales increases to China this year, the biggest increase by far is forecast to come from pure-play foundry giant TSMC.  Following a 44% jump in 2017, TSMC’s sales into China are forecast to surge by another 79% in 2018 to $6.7 billion. As a result, China is expected to be responsible for essentially all of TSMC’s sales increase this year with China’s share of the company’s sales more than doubling from 9% in 2016 to 19% in 2018.

As shown in Figure 2, much of TSMC’s sales surge into China has come over the past year, with 2Q18 sales into the country being almost double what they were in 3Q17.  A great deal of the company’s recent sales surge into China has been driven by increased demand for custom devices going into the cryptocurrency market.  It turns out that many of the large cryptocurrency fabless design firms are based in China and most of them have been turning to TSMC to produce their advanced chips for these applications.  It should be noted that TSMC includes its cryptocurrency business as part of its High-Performance Computing segment.

Figure 2

While TSMC has enjoyed a great ramp up in sales for its cryptocurrency business over the past year, the company has indicated that a slowdown is expected for this business in the second half of this year.  It appears that the demand for cryptocurrency devices is highly dependent upon the price for the various cryptocurrencies (the most popular of which is Bitcoin).  As a result, the recent plunge in the price for Bitcoins (going from over $15K per Bitcoin in January of this year to less than $7K in September), and other cryptocurrencies as well, is lowering the demand for these ICs.  Moreover, since TSMC realized from the beginning that the cryptocurrency market was going to be volatile, the company did not adjust its capacity plans based on the recent strong cryptocurrency demand and does not incorporate cryptocurrency business assumptions into its forecasts for future long-term growth.

By Jay Chittooran

Last week, more than a dozen senior semiconductor executives traveled to Washington, DC for the first-ever Fall Washington Forum. The SEMI Washington Forum, a venue for SEMI members to educate lawmakers about the industry, focused on action against China, both in the form of tariffs and export controls.

Our industry is global, and companies rely heavily on trade. In 2017, more than 90 percent of equipment made in the United States was exported. Because of this dynamic, the United States holds a nearly $9 billion trade surplus in this industry. SEMI is supportive of trade policies that open foreign markets.

In the meetings, the executives expressed deep concern that the tariffs would inflict deep damage to the U.S. economy, including to SEMI members. Estimates suggest that the Sec. 301 tariffs (and the Chinese retaliatory tariffs) will cost semiconductor companies more than $700 million annually, dramatically increasing the cost of doing business. These tariffs also threaten U.S. technological leadership. The United States has led innovation for decades. However, by pursuing policies that limit market access opportunities, company-led R&D and innovation will slow, which, in turn, will curb further export potential.

SEMI companies also stressed that because of the blunt application of these tariffs, this action will actually hurt U.S. companies as much as it hurts their Chinese competitors. Indeed, about 40 percent of imports in our sector from China are from U.S. or other non-Chinese companies. Further, the semiconductor industry relies on a vast network of supply chains, which have been built and qualified over the course of years. A fundamental revamp of supply chains is simply not feasible. This would be expensive, time-consuming, and resource-intensive.

With a growing number of policy issues that are central to and could have significant impact for semiconductor companies, SEMI hosted its first ever Fall Washington Forum for members of its North American Advisory Board (NAAB). SEMI also invited several other industry executives. In total, 14 senior industry executives, including representatives from equipment manufacturers, component suppliers, and materials providers, attended the Fall Forum.

During the two days of meetings, SEMI met with several senior Administration officials to better the policies being enacted and considered as well as encourage all parties to not impose barriers to commerce, which would severely impact the semiconductor industry. SEMI also met with Members of Congress and their staffs on this issue.

All told, attendees at the Fall Forum had more than 15 meetings with policymakers, reflecting the great impact of public policy on SEMI members companies. At a time when the stakes for the industry could not be higher, direct engagement with lawmakers is critical. The Washington Forum offers an incredible opportunity for members to better understand the impact of key public policy issues and gain firsthand experience in influencing policy and helping lawmakers better understand the industry.

If you are interested in learning more about the SEMI Washington Forum or SEMI’s public policy program, please contact Jay Chittooran by email at [email protected].

Mark Lipacis, Managing Director of Jefferies Group LLC and a leading analyst in identifying semiconductor industry trends and opportunities, will present a featured keynote during the GSA Silicon Summit – East, being held Tuesday, October 9 in Saratoga Springs, NY.

The inaugural conference is presented by the Saratoga County Prosperity Partnership (Saratoga Partnership), Saratoga County, NY’s economic development agency; the Global Semiconductor Alliance (GSA), a leading voice for the worldwide semiconductor industry; and the Center for Economic Growth (CEG), a regional economic and business development organization.

A top executive with the world’s only independent full-service global investment banking firm, Lipacis will discuss “The 4th Tectonic Shift in Computing – The Next Growth Opportunity for Semis.” Highlighting the technical innovations that translate to tectonic shifts in computing, his remarks will focus on the current evolution to a parallel processing/Internet of Things (IoT) model, driven by improvements in parallel processing and Artificial Intelligence (AI) technologies.

“Mark Lipacis is a thought leader with a deep market research expertise in edge computing and IoT. We look forward to Mark’s closing keynote and the important insights that he will share on the 4th tectonic shift in computing and the new opportunities it brings for the semiconductor industry and end markets,” said Dr. Shrikant Lohokare, Executive Director and Senior Vice President, GSA. “As rapid innovation continues to disrupt computing, and the impact of the semiconductor industry ripples through the world of business, his outlook will be of particular significance in addressing challenges and harnessing opportunities.”

“With the presence of GLOBALFOUNDRIES marking Saratoga County as a global leader in advanced semiconductor manufacturing, Silicon Summit – East is the ideal venue for Mark Lipacis to present a worldview of the latest industry evolution in computing,” said Marty Vanags, President of the Saratoga County Prosperity Partnership. “We are eager to hear his vision for the future, and in the process, to connect companies throughout the supply chain with opportunites to locate and grow high-tech business in Saratoga County.”

Lipacis has 18 years of experience in equity research, having joined Jefferies Group LLC in 2011 from Morgan Stanley, where he spent four years as a senior semiconductor analyst, and most recently as a managing director. In 2010, he was a runner-up in the institutional investor analyst survey, ranked number three in the Greenwich Associates poll, and ranked highly in previous Wall Street Journal and Starmine Polls – including being recognized as the number one semiconductor stock picker by Starmine in 2009. Previously, he was a first vice president and senior semiconductor analyst at Prudential, and prior to that a director and lead communicatons semiconductor analyst at Merrill Lynch.

Scheduled to deliver the opening keynote is Dr. Gary Patton, Chief Technology Officer and Senior Vice President of Worldwide Research and Development at GLOBALFOUNDRIES. A well-recognized industry leader in semiconductor technology R&D with over 30 years of semiconductor experience, Patton is responsible for GLOBALFOUNDRIES’ semiconductor technology R&D roadmap, operations and execution. His address will discuss “Market Drivers for Moore and Beyond Moore Semiconductor Technologies.”

The Networking Break Sponsor for GSA Silicon Summit – East is Micron. Gold Sponsors are Analog Devices, BBL and National Grid. Complete information about the event, including the program and sponsorship opportunities, can be found at https://www.gsaglobal.org/2018sse/.

GSA Silicon Summit – East was created through a strategic alliance established last year by the Saratoga Partnership and GSA. The event, with a theme of “Harnessing Emerging Semiconductor Market Opportunities,”  is designed to promote partnerships and drive efficiencies that advance semiconductor technology and business, while also informing the regional ecosystem on growth opportunities.

The Semiconductor Industry Association (SIA), in collaboration with the Semiconductor Research Corporation (SRC), today announced the winners of its 2018 University Research Awards: Dr. Judy Hoyt, professor of electrical engineering and computer science at the Massachusetts Institute of Technology (MIT), and Dr. Naresh Shanbhag, professor of electrical and computer engineering at the University of Illinois at Urbana-Champaign. Professors Hoyt and Shanbhag will receive the awards in conjunction with the SIA Annual Award Dinner on Nov. 29, 2018 in San Jose, Calif.

“Research is the lifeblood of innovation, spurring new technologies that drive growth in the semiconductor industry and throughout the U.S. economy,” said John Neuffer, president and CEO of SIA, which represents U.S. leadership in semiconductor manufacturing, design, and research. “Throughout their distinguished careers, Professors Hoyt and Shanbhag have advanced groundbreaking scientific research, driven breakthroughs in semiconductor technology, and helped strengthen America’s global technological leadership. We are pleased to recognize Dr. Hoyt and Dr. Shanbhag for their tremendous accomplishments.”

Neuffer also highlighted the importance of government investments in semiconductor research funded through agencies such as the National Science Foundation, the National Institute of Standards and Technology, the U.S. Department of Energy, and the Defense Department’s Defense Advanced Research Projects Agency. He expressed SIA’s readiness to work with the Trump administration and Congress to prioritize these investments in scientific research.

“The University Research Award was established to recognize lifetime achievements in semiconductor research by university faculty,” said Ken Hansen, president & CEO of SRC. “Drs. Shanbhag and Hoyt have repeatedly advanced the state-of-the-art semiconductor design and technology in their respective fields. These esteemed professors’ influence on their students has produced new leaders and contributors in the semiconductor industry. The research output from universities tackling industry relevant challenges plays an integral role in next-generation innovations. It is with great appreciation and admiration that the entire SRC team congratulates Dr. Shanbhag and Dr. Hoyt.”

Dr. Hoyt will receive the honor for excellence in semiconductor technology research. She is being recognized for her contributions in pioneering development of strained Si MOSFET devices. Dr. Hoyt’s work helped to break the 10nm barrier and is broadly adopted by companies such as Intel, TSMC, IBM, and others. From 1988-1999, Dr. Hoyt was a senior research scientist in electrical engineering at Stanford University. In January 2000, she joined the faculty at MIT in the Department of Electrical Engineering and Computer Science. She currently serves as associate director within the Microsystems Technology Laboratories (MTL). Dr. Hoyt received a Ph.D. in Applied Physics from Stanford University.

Dr. Shanbhag will receive the award for excellence in semiconductor design research. Specifically, he is being honored for pioneering an Information-Theoretic approach for computing by fusing Claude Shannon’s theory for communications with Turing machines. After designing DSL chip-sets at AT&T Bell Laboratories (1993-1995), he joined the faculty at the University of Illinois at Urbana-Champaign in the Department of Electrical and Computer Engineering where he now holds the Jack S. Kilby Professorship. He co-founded Intersymbol Communications, Inc., and served as CTO (2000-2007), bringing electronic dispersion compensation chip-sets for OC-192 ultra long-haul fiber optic links. In January 2013, Dr. Shanbhag became the founding director of the Systems On Nanoscale Information fabriCs (SONIC) Center, a five-year, multi-university center funded by DARPA and SRC. Dr. Shanbhag received a Ph.D. from the University of Minnesota in Electrical Engineering.

MagnaChip Semiconductor Corporation (“MagnaChip”) (NYSE: MX), a designer and manufacturer of analog and mixed-signal semiconductor products, announced today that it will hold a Foundry Technology Symposium at the Shangri-La in Shenzhen, China, on November 27, 2018. After holding a successful Foundry Technology symposium in Shenzhen, China in 2015, this second technology symposium in Shenzhen is part of MagnaChip’s global foundry targeted geographic strategy to increase MagnaChip’s brand awareness in China.

Major topics to be discussed are MagnaChip’s current Foundry service offerings and future business roadmap, specialty technology processes, target applications and end-markets. This symposium is being conducted as a direct response to the increased interest and demand from current fabless customers in China for advanced analog and mixed-signal specialized foundry technologies.

During the symposium in Shenzhen, MagnaChip will highlight its technology portfolio along with discussions focused on mixed-signal, low-power technologies in the Internet of Things (IoT) sector, Bipolar-CMOS-DMOS (BCD) for high-performance analog and power management applications, Ultra-High Voltage (UHV) and Non-Volatile Memory (NVM). In addition, MagnaChip will present technologies used in applications including smartphones, tablet PCs, automotive, LED lighting, consumer wearables and IoT.

“We hope that this Foundry Technology Symposium in Shenzhen will better position us to understand our customers’ needs in China,” said YJ Kim, Chief Executive Officer of MagnaChip. “With our technology symposiums held in United States, Taiwan and now in Shenzhen, China, we strongly believe that we will be able to better serve our global customers with our long history of providing successful foundry services and with our deep technological expertise.”

A multitude of fabless companies, IDMs (Integrated Device Manufacturers) and other semiconductor companies are expected to attend MagnaChip’s Shenzhen technology symposium.

To sign up for the event, and to receive more detailed information regarding the symposium, please visit www.magnachip.com or ifoundry.magnachip.com.

By Christian G. Dieseldorff and Eugenia Liu

SEMI FabView update for calendar year Q3 2018

Global fab construction investment shows continuing strength, with 19 new fab projects expected to begin construction in 2019 and 2020, based on the latest data published in SEMI’s World Fab Forecast.

Fab investment is just one indicator of how growing demand in areas such as high-performance computing, data storage, artificial intelligence (AI), cloud computing, and automotive are driving the fourth consecutive year of spending growth in the semiconductor industry. Below are a few highlights* from September’s SEMI FabView:

Memory: Not fading

  • Micron plans to invest $3 billion by 2030 in Manassas, Virginia – These investments, driven by strong demand for automotive applications, are contemplated in Micron’s long-term model. The production ramp is anticipated to be in the first half of 2020.
  • SK Hynix to build new DRAM fab in Icheon (Gyeonggi Province), Korea – The construction, to be completed by the end of 2020, will adopt 1znm node (probably EUV). Total investment is estimated to exceed $13 billion.
  • Nanya Technology doubles 2018 capex plan – The increase is for additional DRAM capacity and more 20nm DRAM conversion (from 30nm).

200mm and below: Not leading edge, but continues to draw investment

  • Vanguard changes fab investment strategy – Vanguard will focus on 200 mm and has scrapped its plan for 300mm expansion.
  • Murata to invest into 150mm expansion – Murata announced a 5 billion Yen investment (US$44.6 million) in a new fab extension in Vantaa, Finland.

Investment, M&A in Analog, Logic, Power and Opto Segments

  • Texas Instruments is looking to invest $3.2 billion in new fab construction in 2019 – Texas Instruments is eyeing Richardson, Texas and also considering sites outside Texas.
  • Bosch 300mm fab in Dresden, Germany – Bosch held a groundbreaking ceremony on April 24. Equipment installation is expected in 2H19.
  • Microchip completes acquisition of Microsemi – Microchip closed its $8.45 billion acquisition of Microsemi on May 29. Microsemi has five fabs in the U.S. with a wide range of semiconductor products and system solutions.

New fabs in China keep on coming

  • Shanghai Jita Semiconductor/Huada Semiconductor – Shanghai Jita Semiconductor, a subsidiary of Huada Semiconductor and China Electronics Corporation (CEC), announced plans earlier this month to build both 200 mm and 300 mm semiconductor fabs for analog and power semiconductors in Shanghai. The combined fab investment will total $5.18 billion.
  • Hamamatsu Photonics building 200 mm fab – Hamamatsu announced that it is building a new facility Investment of 2.8 billion Yen (US$25 million) to boost opto semiconductor capacity. Production is anticipated to start in late 2019.

*Actual FabView updates provide more detail

SEMI FabView, a mobile-friendly, interactive version of SEMI’s popular World Fab Forecast, delivers on-demand fab information such as fab spending and capacity for over 1,200 facilities, including over 60 planned facilities worldwide, across a wide range of product segments including Power, GPU, Memory, Foundry, MEMS and Sensors fabs. Fab data include region, start of construction, operation, construction and equipment spending, capacity, wafer sizes, product types and geometries. SEMI FabView subscribers receive forecast model updates through SEMI’s World Fab Database.  Click here for a trial if you want to experience SEMI FabView first hand.

Christian G. Dieseldorff is senior principal analyst and Eugenia Liu is senior product marketing manager, Industry Research and Statistics, SEMI, Milpitas, California. 

Originally published on the SEMI blog.