Equipment Down 16% in 2012, Flat to Down in 2013

Equipment Down 16% in 2012, Flat to Down in 2013
by Bill Jewell on 12-22-2012 at 8:30 pm

Shipments of semiconductor manufacturing equipment have been trending downward since June 2012, based on combined data from SEMI for North American and European manufacturers and from SEAJ for Japanese manufacturers. The market bounced back strongly in late 2009 and in 2010 after the 2008 downturn to return to the $3 billionRead More


Semiconductor equipment returns to growth

Semiconductor equipment returns to growth
by Bill Jewell on 06-14-2012 at 7:37 pm

Semiconductor manufacturing equipment has returned to growth after a falloff in the second half of 2011. Combined data from SEMI (U.S. andEuropean companies) and SEAJ (Japanese companies) show billings peaked at a three-month-average of $3.2 billion in May 2011. Bookings and billings began todrop in June 2011, with billings… Read More


SICAS is dead (and WSTS isn’t feeling too good)

SICAS is dead (and WSTS isn’t feeling too good)
by Bill Jewell on 03-13-2012 at 8:16 pm

The SICAS (Semiconductor Industry Capacity Statistics) program has been discontinued after the release of the 4Q 2011 data, available through the SIA at http://www.sia-online.org/industry-statistics/semiconductor-capacity-utilization-sicas-reports/

The latest report stated: “Due to significant changes in the… Read More


IC capacity utilization declined in 3Q 2011

IC capacity utilization declined in 3Q 2011
by Bill Jewell on 12-14-2011 at 11:54 pm

SICAS (Semiconductor Industry Capacity Statistics) has released its 3Q 2011 data, available through the SIA at: SICAS data . Beginning with 2Q 2011 the SICAS membership list no longer includes the Taiwanese companies Nanya Technology, Taiwan Semiconductor Manufacturing Company Ltd. (TSMC) or United Microelectronics Corporation… Read More


SICAS capacity data loses TSMC and UMC

SICAS capacity data loses TSMC and UMC
by Bill Jewell on 10-19-2011 at 10:26 am

SICAS (Semiconductor Industry Capacity Statistics) has released its 2Q 2011 data with significant changes in membership. The data is available through the SIA at: SICASdata The SICAS membership list no longer includes the Taiwanese companies Nanya Technology, Taiwan Semiconductor Manufacturing Company Ltd. (TSMC) or UnitedRead More


Warning Signs for Semiconductors!

Warning Signs for Semiconductors!
by Daniel Nenni on 06-13-2010 at 9:39 pm

Federal Reserve Chairman Ben Bernanke recently testified before Congress that the U.S. economy is recovering, and he predicts the nation will not experience a double-dip recession, or as I predicted a big “V” then a small “v” in my blog: China Semiconductor Bubble.

Bill Jewel from Semiconductor Intelligence agrees with Bernanke:… Read More