Semiconductor CapEx Warning

Semiconductor CapEx Warning
by Bill Jewell on 04-27-2022 at 4:00 pm

CAPEX Growth 2022

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 Insights is forecasting total semiconductor industry… Read More


Electronics, COVID-19, and Ukraine

Electronics, COVID-19, and Ukraine
by Bill Jewell on 03-25-2022 at 6:00 am

Electronics Production 2022

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 of Ukraine… Read More


Semiconductor Growth Moderating

Semiconductor Growth Moderating
by Bill Jewell on 02-17-2022 at 6:00 am

Top Semiconductor Company Revenue 2022

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… Read More


CES is Back – Partially

CES is Back – Partially
by Bill Jewell on 01-13-2022 at 2:00 pm

chart pie chart description automatically genera 2

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 announcement new COVID cases in the U.S. were… Read More


COVID Still Impacting Electronics

COVID Still Impacting Electronics
by Bill Jewell on 12-17-2021 at 6:00 am

Electronics Production 2020 2021

Electronics production has been volatile over the past two years primarily due to the COVID-19 pandemic. Electronics production three-month-average change versus a year ago is shown below for key Asian countries. COVID-19 shutdowns affected production in early 2020. Trends in 2021 show a strong bounce back.

The key trends Read More


2021 Semiconductors Finishing Strong with 2022 Moderating

2021 Semiconductors Finishing Strong with 2022 Moderating
by Bill Jewell on 11-19-2021 at 8:00 am

Top Semiconductor Comoany Reveue 2021

The semiconductor market in 3rd quarter 2021 was $144.8 billion, according to WSTS, up 7.4% from the prior quarter and up 27.6% from a year ago. The strong year-to-year growth was a slight deceleration from 30.4% in 2nd quarter 2021. The major memory companies reported very healthy 3Q21 revenue increases versus 2Q21 with all of … Read More


Semiconductor CapEx too strong?

Semiconductor CapEx too strong?
by Bill Jewell on 10-28-2021 at 1:00 pm

Oct 2021 capex2

Semiconductor capital expenditures (CapEx) are on track for strong growth in 2021. For many companies the increase should continue into 2022. TSMC, the dominant foundry company, expects to spend $30 billion in CapEx in 2021, a 74% increase from 2020. TSMC announced in March it plans to invest $100 billion over the next three years,… Read More


Auto Semiconductor Shortage Worsens

Auto Semiconductor Shortage Worsens
by Bill Jewell on 09-29-2021 at 2:00 pm

Sep 2021 fcst

The shortage of semiconductors for automotive applications is getting  worse. Recent statements from major automakers:

  • General Motors significantly cut production at eight North American plants earlier this month due to the semiconductor shortage. GM expects North American vehicle production in the second half of the year
Read More

Semiconductor Growth to Continue in 2022

Semiconductor Growth to Continue in 2022
by Bill Jewell on 08-18-2021 at 2:00 pm

Aug 2021 comp

The semiconductor market showed powerful growth in 2Q 2021, up 8.3% from 1Q 2021 and up 29% from a year earlier, according to WSTS. Most major semiconductor companies experienced substantial revenue growth in the quarter. The memory companies were especially strong, with 2Q 2021 versus 1Q 2021 revenue (in local currency) up 19.6%… Read More


Electronics Recovery Mixed

Electronics Recovery Mixed
by Bill Jewell on 07-21-2021 at 2:00 pm

Electronics Recovery Mixed

Electronics production continues to recover from the COVID-19 pandemic. However, the recovery is mixed by country. The chart below shows three-month-average (3/12) change versus a year ago in electronics production by local currency for key Asian countries. China was averaging about 10% growth prior to the pandemic. After… Read More