The Dynamics of the China Semiconductor Industry

The Dynamics of the China Semiconductor Industry
by Daniel Nenni on 01-14-2015 at 7:00 am

Paul McClellan and I are at the SEMI Industry Strategy Symposium this week in Half Moon Bay. Honestly there is too much to blog about here so I will have to pick the topics most interesting to me. The full capacity audience is also impressive. SEMI provides a list of attendees on their website which reads like “Who’s Who” of the semiconductor… Read More


Equipment Spending Down 2013; Expect 33% Growth in 2014

Equipment Spending Down 2013; Expect 33% Growth in 2014
by Daniel Nenni on 12-08-2013 at 10:10 am

Fab Equip Spending

SEMI’s World Fab Forecast report, published in November, predicts that fab equipment spending will decline about -9 percent (US$32.5 billion) in 2013 (including new, used and in-house manufactured equipment). Setting aside the used 300mm equipment Globalfoundries acquired from Promos at the beginning of 2013 (NT$20-30 … Read More