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SEMI Market Outlook -Industry Outlook, Fab Investments, Equipment and Materials Forecasts

Monday, July 08
3:25pm to 3:55pm

Following two years of record-setting in the semiconductor revenue and capital equipment market, the industry is now facing headwinds in 2019 with challenges from macroeconomy, geopolitical tensions, memory market slowdown as well as weakened smartphone demand. In this presentation, we will discuss the slowdown of the investment in 2019 as the memory sector enters the correction period. China, on the other hand, will see a muted growth after strong growth in 2018. However, investment in leading-edge foundry and logic will continue driven by growing demand for high-performance chips for AI and 5G. The presentation will provide the latest forecasts from SEMI for the semiconductor industry, fab investment, capacity trend, equipment, and materials markets.

 

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