On June 24, 2019, Nanometrics and Rudolph Technology announced they will combine in an all-stock merger of equals transaction. The companies say the combination increases the SAM (served available market) opportunity to approximately $3B.
This article attempts to analyze the two companies in their different business segments,… Read More
Advanced IC packaging, such as fan-out WLP (Wafer Level Packaging) and 2.5D TSV (Through Silicon Via) will drive the packaging equipment market, particularly lithography. This will help specific equipment manufacturers in 2019, since the WFE (Wafer Front End) market will drop 17%. But the Back-End lithography market, led … Read More
The semiconductor equipment market grew 37.3% in 2017 on the heels of capex spend by memory companies in order to increase bit capacity and move to more sophisticated products with smaller nanometer dimensions. Unfortunately these companies overspent resulting in excessive oversupply of memory chips. As memory prices started… Read More
In January 2019, the memory market has been hit with a significant amount of negative news.
- On Jan. 15, DRAM manufacturer Nanya Technology reported its Q4 2018 revenue was $551 million, down 30.4% QoQ.
- On Jan. 24, 2019, SK Hynix reported Q4 2018 earnings. Revenues fell 13.7% QoQ to $8.7 billion, while operating profit amounted to
… Read More
As uncertainties mount about the near-term semiconductor industry from companies in Apple’s supply chain and the significant drop in memory chip prices, the semiconductor industry has consistently grown each year since the great recession of 2009. Semiconductor revenues have consistently outpaced semiconductor equipment… Read More
Semiconductor equipment vendor ranking, which didn’t change much between 2016 and 2017, is undergoing a makeover, as Lam Research, ASML, and Tokyo Electron (TEL) are switching places and top-ranked Applied Materials is getting closer to losing its number one ranking.
Since the 1990s, Applied Materials has been the market leader… Read More
Historically, the semiconductor and semiconductor equipment industry were inextricably linked due to the cyclical nature of the chip industry. An increase in semiconductor revenues was followed within a short period with an increase in equipment revenues, as semiconductor companies purchased equipment to make more chips… Read More