Semiconductor Industry

[winston]

Global semiconductor equipment billings rise 9% in 3Q

Global semiconductor equipment billings rose 9% in the third quarter of 2022 and 7% year-on-year to US$28.75bil.

Source: The Star

https://www.thestar.com.my/business/bus ... se-9-in-3q

[behappyalways]

Biden tours new Taiwanese chip-making plant in Arizona, fans US-China semiconductor rivalry
https://m.youtube.com/watch?v=NXSruBRpP1E

[winston]

Global semicon equipment sales to hit record US$108.5 billion this year, says SEMI

by Surin Murugiah

Rising 5.9% from the previous industry record of US$102.5 billion in 2021.

The record high caps three consecutive years of record revenue.

Expected to contract to US$91.2 billion next year before rebounding in 2024.

The wafer fab equipment segment, which includes wafer processing, fab facilities, and mask/reticle equipment, is projected to expand 8.3% to a new industry record of US$94.8 billion in 2022, followed by a 16.8% contraction to US$78.8 in 2023 billion before rebounding 17.2% to US$92.4 billion in 2024.

Equipment sales in the foundry and logic segment, accounting for more than half of total wafer fab equipment receipts, are expected to rise 16% year-over-year to US$53.0 billion in 2022.

Foundry and logic investments are projected to decrease in 2023, leading to an expected 9% drop in sales across the segment.

As enterprise and consumer demand for memory and storage weakens, DRAM equipment sales are expected to fall 10% to $14.3 billion in 2022 and 25% to US$10.8 billion in 2023, while NAND equipment sales are projected to drop 4% to US$19.0 billion in 2022 and 36% to US$12.2 billion in 2023.

After registering robust 30% growth in 2021, semiconductor test equipment market sales are forecast to slip 2.6% to US$7.6 billion in 2022 and 7.3% to US$7.1 billion in 2023.

Following an 87% surge in 2021, assembly and packaging equipment sales are projected to drop by 14.9% to US$6.1 billion in 2022 and 13.3% to US$5.3 billion in 2023.

Source: theedgemarkets.com

https://www.theedgemarkets.com/article/ ... -says-semi

[behappyalways]

美中晶片戰再升級! 印想漁翁得利搶下"中國代工大餅" 中力圖龍芯處理器發展軍工 讓俄也心動?| 20221227 | @inewsplus
https://m.youtube.com/watch?v=lUSOO5Vog2M

[behappyalways]

Samsung Profits Plunge 69% As Global Chip Demand In 'Full-Fledged Ice Age'
https://www.zerohedge.com/markets/samsu ... ed-ice-age

[winston]

Global semiconductor sales to drop 4.1% in 2023 to US$556.5 billion, says SIA

by Surin Murugiah

Global semiconductor industry sales are projected to fall 4.1% in 2023 after an estimated rise of 4.4% in 2022.

Global sales fell 9.2% year-on-year in November 2022 to US$45.5 billion from US$50 billion a year earlier.

SIA said that regionally, year-to-year sales increased in November in the Americas (5.2%), Europe (4.5%), and Japan (1.2%), but decreased in Asia-Pacific/all others (13.9%) and China (21.2%).

Month-to-month sales were down across all regions: Europe (1.0%), Japan (1.2%), the Americas (1.4%), Asia-Pacific/all others (3.0%), and China (5.3%).

Source: theedgemarkets.com

https://www.theedgemarkets.com/node/651116

[behappyalways]

World's biggest chipmaker TSMC misses sales forecasts as demand wanes
https://www.theedgesingapore.com/news/s ... mand-wanes

[behappyalways]

Chip Sales Plunge In China, Buffeting Global Industry
https://www.zerohedge.com/political/chi ... l-industry

[behappyalways]

Historic crash for memory chips threatens to wipe out earnings
https://www.theedgesingapore.com/news/s ... t-earnings

[behappyalways]

"This Is Not A Normal Situation": A Semiconductor Rout Is On As Supply Balloons And Demand Dissipates
https://www.zerohedge.com/markets/not-n ... dissipates