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[2014]Press Release: First Quarter 2014 Worldwide PV Equipment Market Statistics Report (June 2014)Worldwide bookings for the first quarter grew to $296 million, 18 percent above Q4 2013 and 44 percent higher than Q1 2013. At 1.24, the book-to-bill ratio broke above parity for the first time since 1Q 2011 with bookings at the highest quarterly value since Q1 2012.
Press Release: First Quarter 2014 Worldwide Semiconductor Equiment Figures: Billings US$10.15 Billion (June 2014)Worldwide semiconductor equipment bookings were $9.89 billion in the first quarter of 2014. The figure is 27 percent higher than the same quarter a year ago and 5 percent lower than the bookings figure for the fourth quarter of 2013.
Press Release: Increase in First Quarter 2014 Wafer Shipments (May 2014)Total silicon wafer area shipments were 2,364 million square inches during the most recent quarter, a 7.1 percent increase from the 2,208 million square inches shipped during the previous quarter.
Article:  Semiconductor Photomask Market: Forecasted to be $3.3 billion in 2015 (May 2014)The worldwide semiconductor photomask market was $3.1 billion in 2013 and is forecasted to reach $3.3 billion in 2015. After contracting 3 percent in 2012 the photomask market increased 1 percent in 2013. 

Article:  First Quarter Semiconductor Trends and Update (May 2014)Given the slow economic growth in the U.S. during the first quarter, coupled with challenging geo-political developments around the world, uncertainty once again permeates the industry outlook for the year. 
Press Release: 4Q’13 Worldwide Photovoltaic Equipment Market Statistics Report (April 2014)Worldwide bookings, which represent net new orders for PV manufacturing equipment, improved 112 percent in Q4’13 compared to the previous quarter and were up 6 percent year-over-year. Worldwide billings improved 112 percent in Q4’13 versus Q3’13, but declined 14 percent on a year-over-year basis.
 Article: 2013: A Year in Review — Semiconductor Equipment and Materials Market and Outlook (April 2014)2013 was a record year in terms of semiconductor device revenues; the industry finally exceeded the long elusive $300 billion mark, registering almost 5% growth but it was the second consecutive year of declining revenues for both semiconductor equipment (-14%) and materials (-3%).
LED Investment to Recover in Light of Solid State Lighting (SSL) Adoption (April 2014)LED chip makers and packaging houses from Taiwan are posting stronger revenue growth in Q1. 
Article:  2014 Fab Equipment Spending to Increase 20-30% (March 2014)The latest release of the SEMI World Fab Forecast reveals a 20% to 30% projected increase in fab equipment spending in 2014. The uptick to 30% depends on specific fab projects in the Europe/Mideast and Asia regions.
Article:  Weaker Yen Impact on the 2013 Material and Equipment Market Size (March 2014)Semiconductor industry revenues reported by the World Semiconductor Trade Statistics reached a record high in 2013 with global revenues totaling over $305 million. 
Press Release: Silicon Wafer Shipment/Revenue for 2013 (Feb 2014)Silicon wafer area shipments in 2013 totaled 9,067 million square inches (MSI), slightly up from the 9,031 million square inches shipped during 2012. Revenues totaled $7.5 billion down from $8.7 billion posted in 2012.
Article:  Silicon Reclaim Wafer Market Increased 14% in 2013 (Feb 2014)The worldwide reclaim wafer market is estimated at $460 million in 2013 and is forecasted to reach $493 million by 2015, according to SEMI. 

Article:  Semiconductor Plastic Packaging Materials Market to Approach $21 Billion by 2017 (Feb 2014)The market for semiconductor packaging materials, including thermal interface materials, is expected to maintain its $20 billion value through 2017. 

Press Release:  SEMI Reports Shift in Semiconductor Capacity and Equipment Spending Trends (Jan 2014)SEMI suggests that spending trends for the semiconductor industry have changed. Before 2009, capacity expansion corresponded closely to fab equipment spending.  Now more money is spent on upgrading existing facilities, while new capacity additions are occurring at a lower pace, to levels previously seen only during an economic or industry-wide slowdown.
Article: Crisis? What Crisis? New Paradigm Adjustments for Capacity and Equipment Spending (Jan 2014)In 1975, the rock band Supertramp titled its fourth album "Crisis? What Crisis?" reflecting the economic situation. In the semiconductor industry now, there's a paradigm change -- more money is spent on upgrading existing facilities.
Article:  Substrate and Interconnect Materials Trends in Packaging (Jan 2014)The electronics industry trend towards smaller and thinner form factors, coupled with green initiatives and cost reduction efforts, has resulted in many changes in packaging materials. 
 
[2013]

Article: Semiconductor Materials Market to Approach $50 Billion in 2014

Given the industry's anemic performance during the first part of the year, a number of analysts have recently downgraded their 2013 semiconductor revenue forecasts to low-single digits, while forecasting stronger growth in 2014. 

Press Release:  Increase in Second Quarter 2013 Silicon Wafer ShipmentsTotal silicon wafer area shipments were 2,390 million square inches during the most recent quarter, a 12.3 percent increase from the 2,128 million square inches shipped during the previous quarter.
Press Release: 1Q’13 Worldwide Photovoltaic Equipment Market Statistics Report SEMI today reported the worldwide PV manufacturing equipment billings and bookings for the first quarter of 2013. Worldwide billings declined to $291 million in Q1 2013, a decrease of 41 percent from the prior quarter and 58 percent below the same quarter a year ago.
Press Release: First Quarter 2013 Worldwide Semiconductor Equipment Figures; Billings US$ 7.31 BillionThe billings figure is 8 percent higher than the fourth quarter of 2012 and 32 percent lower than the same quarter a year ago.
Article: Fab Equipment Spending Expected to Improve with 2% in 2013The fab equipment spending will grow two percent year-over-year (US$ 32.5 billion) for 2013 and 23 to 27 percent in 2014 ($41 billion) according to the May edition of the SEMI World Fab Forecast.
Article:  Fab Equipment Spending Expected to Improve with 2% in 2013The fab equipment spending will grow two percent year-over-year (US$ 32.5 billion) for 2013 and 23 to 27 percent in 2014 ($41 billion) according to the May edition of the SEMI World Fab Forecast.
Press Release: First Quarter 2013 Worldwide Semiconductor Equipment Figures; Billings US$ 7.31 BillionThe billings figure is 8 percent higher than the fourth quarter of 2012 and 32 percent lower than the same quarter a year ago.
Press Release: SEMI Sees 21% Increase in Chip Equipment Spending for 2014Semiconductor equipment sales will reach $43.98 billion in 2014, a 21 percent increase over estimated 2013 equipment spending
Article: Semiconductor Materials Market to Approach $50 Billion in 2014Given the industry's anemic performance during the first part of the year, a number of analysts have recently downgraded their 2013 semiconductor revenue forecasts to low-single digits, while forecasting stronger growth in 2014.
Press Release: Slight Decline in Third Quarter 2013 Silicon Wafer ShipmentsTotal silicon wafer area shipments were 2,341 million square inches during the most recent quarter, a 2.0 percent decrease from the 2,390 million square inches shipped during the previous quarter. New quarterly total area shipments are 2.0 percent lower than third quarter 2012 shipments. 
 Press Release: Slight Decrease in First Quarter 2013 Silicon Wafer ShipmentsTotal silicon wafer area shipments were 2,128 million square inches during the most recent quarter, a 1.6 percent decrease from the 2,162 million square inches shipped during the previous quarter. New quarterly total area shipments are 4.8 percent higher than first quarter 2012 shipments.
 Article: Semiconductor Photomask Market: Forecast $3.5 Billion in 2014The worldwide semiconductor photomask market was $3.2 billion in 2012 and is forecast to reach $3.5 billion in 2014. After reaching a market peak in 2011, the photomask market contracted 4 percent in 2012.  The mask market is expected to grow 3 percent and another 3 percent sequentially over the next two years.
 Press Release: 4Q’12 Worldwide Photovoltaic Equipment Market Statistics ReportWorldwide bookings, which represent net new orders for PV manufacturing equipment, improved 1 percent in Q4’12 compared to the previous quarter; however, Q4’12 bookings were down 48 percent year-over-year. Worldwide billings contracted 15 percent in Q4’12 versus Q3’12. On a year-over-year basis, Q4’12 billings declined 39 percent. 
 Article:  2012: A Year in Review - Semiconductor Equipment/Materials Market/Outlook2012 started out quite promising, but ended up with decreased bookings, billings, and shipment activity. Semiconductor revenues declined, along with new equipment and semiconductor materials markets.
 Press Release: 2012 Global Semiconductor Materials Sales of $47.1 BillionThe global semiconductor materials market decreased 2 percent in 2012 compared to 2011 while worldwide semiconductor revenues declined 3 percent. Revenues of $47.11 mark the first decline in the semiconductor materials market in three years.
 Press Release: SEMI Reports 2012 Global Semiconductor Equipment Sales of $36.9 Billion.Spending rates declined for all the regions tracked in the WWSEMS report, except for Korea and Taiwan. Taiwan surpassed North America as the region with the highest amount of spending with $9.53 billion in equipment sales.
 Press Release:  Silicon Wafer Revenues Decline in 2012Silicon wafer area shipments in 2012 totaled 9,031 million square inches (MSI), down from the 9,043 million square inches shipped during 2011.
 Article: China Semiconductor Packaging Market Outlook 2012/2013Packaging and assembly are key segments of the growing semiconductor supply chain in China with over 200 companies competing in the space. 
Press Release: SEMI Releases Third Quarter 2012 Worldwide Photovoltaic Equipment Market Statistics ReportWorldwide booking remained essentially flat in the third quarter when compared to the previous quarter. The $234 million in bookings is 56 percent below the third quarter of 2011.
 Article: Tightening the Purse StringsFab Equipment Spending in 2013 for Frontend Fabs to Shrink Back to 0% Growth

[2012]Press Release: 2012 Semiconductor Equipment Sales Forecast $38.2 Billion
SEMI projects that worldwide sales of new semiconductor manufacturing equipment will reach $38.2 billion in 2012. Following a multi-year expansion period, semiconductor equipment sales are expected to moderate before posting low double-digit growth in 2014.
 Press Release:  Decrease in Third Quarter 2012 Silicon Wafer ShipmentsTotal silicon wafer area shipments were 2,389 million square inches during the most recent quarter, a 2 percent decrease from the 2,447 million square inches shipped during the previous quarter. 
 Press Release: Semiconductor Wafer Shipments Forecast to Remain Flat in 2012 and Increase in 2013 and 2014The results show polished and epitaxial silicon shipments totaling 8,901 million square inches in 2012, 9,400 million square inches in 2013, and 9,965 million square inches in 2014
 Article: Semiconductor Materials Market to Surpass $50 Billion in 2013The current expectation is for 2 percent growth for this year and 4 percent for 2013 for semiconductor materials revenues. If this happens, the materials market will experience four consecutive record breaking years, resulting in a market valued at $50.7 billion in 2013. 
 Press Release: SEMI Releases Second Quarter 2012 Worldwide Photovoltiac Equipment Market Statistics ReportAt 0.33, book-to-bill ratio is below parity for the fifth consecutive quarter 
 Front-end Fab Equipment Spending to Grow 17 Percent in 2013The total fab spending for equipment needed to ramp fabs, upgrade technology nodes, and expand or change wafer size could increase 16.7 percent in 2013 to reach a new record high of $42.7 billion.  Press Release   Featured Article   
 Press Release: North American Semiconductor Equipment Industry Posts July 2012 Book-to-Bill Ratio of 0.87North America-based manufacturers of semiconductor equipment posted $1.28 billion in orders worldwide in July 2012. 
 Press Release: Increase in Second Quarter 2012 Wafer ShipmentsTotal silicon wafer area shipments were 2,447 million square inches during the most recent quarter, a 20 percent increase from the 2,033 million square inches shipped during the previous quarter. New quarterly total area shipments are 2 percent greater than second quarter 2011 shipments.
 Article: Semiconductor Fab Materials OutlookWhile segments of the global economy are slowing and uncertainty is once again on the rise, fundamental unit trends for semiconductor materials have improved in recent months and growth expectations for the fab materials market remain modest for 2012 and into 2013. 
 Press Release: North American Semiconductor Equipment Industry Posts June 2012 Book-to-Bill Ratio of 0.94North America-based manufacturers of semiconductor equipment posted $1.46 billion in orders worldwide in June 2012. 
 Press Release: SEMI Announces Mid-year Consensus Forecast for Chip Equipment IndustrySEMI projects semiconductor equipment sales will reach $42.4 billion in 2012 according to the mid-year edition of the SEMI Capital Equipment Forecast, released here today at the annual SEMICON West exposition. 
 Articles: Foundries and OSATs driving Taiwan Investment2012 started out with a mixed bag of results in Q1. Foundry and memory makers were mired in a market trough that continued from the weak second half of 2011, but they did see light at the end of the tunnel.  
 Press Release: SEMI Releases First Quarter 2012 Worldwide Photovoltiac Equipment Market Statistics ReportReport shows prolonged challenging environment for photovoltaic equipment suppliers. 
 Press Release: North American Semiconductor Equipment Industry Posts May 2012 Book-to-Bill Ratio of 1.05North America-based manufacturers of semiconductor equipment posted $1.61 billion in orders in May 2012. 
 Press Release: SEMI Reports First Quarter 2012 Worldwide Semiconductor Equipment Figures; Billings US$ 10.6 BillionThe worldwide semiconductor manufacturing equipment billings reached US$ 10.61 billion in the first quarter of 2012. The billings figure is 14 percent higher than the fourth quarter of 2011 and 9 percent lower higher than the same quarter a year ago.
 Article: Fab Equipment Spending: Positive Growth for 2012 and 2013.For 2013, fab equipment spending is expected to reach an all-time record high, with $46.3 billion or 17 percent growth from 2012.
 Article: Silicon Reclaim Wafer Market Expected to Grow to $413 Million by 2013The worldwide reclaim wafer market is estimated at $374 million in 2011 and is forecasted to reach $413 million by 2013. While the reclaim market grew 13 percent in 2011, reclaim suppliers face a number of issues. 
 Press Release:  PV Manufacturing Equipment Book-to-Bill Increases from Record LowQ4 '11 Report shows improved book-to-bill ratio, but continued decline in Photovoltaic equipment billings and bookings. 
 Article: A Look Back at the Semiconductor Equipment/Materials Market and OutlookThe global semiconductor materials market increased 7 percent in 2011 compared to 2010, with record revenues in 2011 of $47.86 billion, surpassing 2010’s record revenues of $44.85...
Webinar: Semiconductor Fab / Materials Market Outlook (March 27, 2012)  | Presentation (.pdf) |   Presentation w/ audio (.wmv) | The webinar focused on semiconductor equipment spending trends in relation to fabs and the semiconductor materials market including packaging materials. | Presentation (.pdf) | Presentation w/ audio (.wmv) |
Press Release: SEMI Reports 2011 Global Semiconductor Equipment Sales of $45.53 BillionSpending rates varied for all the regions tracked in the WWSEMS report, with increases reported for Europe, North America, and Japan. North America surpassed Taiwan as the region with the highest amount of spending with $9.26 billion in equipment sales.
Article: Insight into the fab capacity (installed capacity) of Semiconductor FabsBefore the last economic downturn, installed fab capacity grew between 10-23 percent every year from 2003 to 2007.  Coming out of the downturn from 2010 on, yearly capacity growth has been a more sedate 5 to 10 percent.
 Article: Microelectronic Manufacturing in Europe and the Middle EastEurope and the Middle East Area contain a diverse number of companies manufacturing IC and related devices. The "European Microelectronic Fab Database/Report 2012," lists 316 production, pilot and R&D lines.  
 Press Release: Silicon Wafer Revenues Up in 2011.....$9.9 BillionWorldwide silicon wafer revenues improved by two percent in 2011 compared to 2010 according to the SEMI Silicon Manufacturers Group (SMG) in its year-end analysis of the silicon wafer industry.  
 Article: Fearless into a "Doomsday" Year: Examining Fab Spending and Capacity into 2012 and Beyond 
Press Release: Fab Spending Down in 2012 -- Dip in First Half, but by Mid-Year Recovery Begins
Semiconductor fab equipment spending is expected to decline by approximately 11 percent in 2012, according to preliminary data from the SEMI World Fab Forecast report. Spending on Fab equipment is expected to drop in the first half of 2012, but will sharply increase in second half of the year to approach $10 billion by the fourth quarter. 
 Press Release: LED Fab Equipment Spending to Decline 18% in 2012Following a massive 36 percent increase in equipment spending in 2011, worldwide LED manufacturing equipment spending is projected to decline 18 percent in 2012.... 
 
 
[2011]Presentation: Presented at SEMICON Japan 2011 - December 7, 2011gold coin  Semiconductor Equipment / Semiconductor Materials Outlook (.pdf) - Dan Tracy 
 Article: Market Growth for Semiconductor Packaging Materials
Press Release: Semiconductor Packaging Materials Mkt to Reach $25.7B by 2015 
The semiconductor packaging materials are forecasted to grow from $22.2 billion in 2011 on a global basis to $24.6 billion in 2015, excluding thermal interface materials. Steady unit growth is expected through 2013 for key segments of the packaging materials market.... 
 Press Release:  Semiconductor Equipment Sales to Reach $41.8 Billion in 2011 SEMI projects that worldwide sales of new semiconductor manufacturing equipment will reach $41.8  billion in 2011
 Press Release: Slight Decline in Third Quarter 2011 Silicon Wafer Shipments Worldwide silicon wafer area shipments decreased two percent during the third quarter 2011 when compared to second quarter 2011 area shipments.
Press Release: Wafer Shipments Forecast to Remain Flat in 2011 and Increase in 2012 and 2013  Polished and epitaxial silicon shipments totaling 9,131 million square inches in 2011, 9,529 million square inches in 2012, and 9,995 million square inches in 2013. 
 Article: The End of the DRAM Era – Flash Spending Surpasses DRAM From 2004-2007, DRAM accounted for 30-35% of semiconductor capital equipment spending, according to the SEMI World Fab Database. However, in the last few years, the DRAM sector has been suffering from fast price erosion, fierce competition and mediocre demand.  
 Press Release: 2nd Quarter 2011 WW Semiconductor Equipment Figures; Billings US$ 11.92 Billion Worldwide semiconductor manufacturing equipment billings reached $11.92 billion in the second quarter of 2011. The billings figure is 1% percent lower than the first quarter of 2011 and 31% higher than the same quarter a year ago.  
 Presentation: Presented at Silicon Valley Lunch Forum - August 25, 2011 gold coin  SEMI Market Update (.pdf) - Dan Tracy
Fab Equipment Spending up 23% in 2011 - Still Highest on Record|  Article |  Press Release   | SEMI World Fab Forecast indicates that capital expenditure will increase to $41.1 billion in 2011, the highest on record.  This new prediction is revised downwards to a 23% increase (from 31% increase predicted in May 2011), as some companies have adjusted plans due to broader economic conditions.
Press Release: SEMI Releases China LED Fab Industry Report Report provides latest data on capital and equipment spending, LED fab capacity, government incentives, and leading companies  
Presentations: SEMI Market Symposium 2011 gold coin  SEMI Equipment and Materials Outlook (.pdf)  - Dan Tracy
gold coin  Trends and Forecast for Fab Spending and Capacity (.pdf)  - Christian Gregor Dieseldorff 
Press Release: Increase in Second Quarter 2011 Silicon Wafer Shipments Total silicon wafer area shipments were 2,392 million square inches during the most recent quarter, a five percent increase from the 2,287 million square inches shipped during the previous quarter. 
Article:  Semiconductor Packaging Equipment Market Outlook
The worldwide packaging equipment market recorded a revenue spike of $3.88 billion in 2010. Investments from China, Taiwan, and Southeast Asia were particularly strong, due to fast market recovery and the copper wire transition.
Article: Strong 2011 Semiconductor Equipment Market Forecast Complicated by Buying "Pause"; Press Release: Mid-year Consensus Forecast for Chip Equipment Industry Consensus Forecast Estimates Semiconductor Equipment Sales Rising 12% to $44.3B.
Press Release: SEMI Reports First Quarter 2011 Worldwide Semiconductor Equipment Figures; Billings US$ 12 BillionWorldwide semiconductor equipment bookings were US$11.08 billion in the first quarter of 2011. The figure is 18% more than the same quarter a year ago and 11% lower than the bookings figure for the fourth quarter of 2010. 
Press Release: SEMI Forecasts 31% Rise in Equipment Spending and 9% Manufacturing Capacity Increase in 20112011 is expected to be a record year for fab equipment spending. Since February, some companies have increased capex guidance and, as a result, fab equipment spending should reach an all-time high of about $44 billion
Press Release: Slight Decline in First Quarter 2011 Silicon Wafer ShipmentsWorldwide silicon wafer area shipments decreased slightly during the first quarter 2011 when compared to fourth quarter 2010 area shipments according to the SEMI Silicon Manufacturers Group (SMG) in its quarterly analysis of the silicon wafer industry.  
Press Release: Secondary Equipment Market Reaches $6.0 Billion in 2010SEMI and Semico announced the Secondary Semiconductor Equipment Market Study which estimates that secondary market equipment sales reached $6.0 billion in 2010, a 77 percent increase over 2009. 
Article: LED Fab Investment to Drive 40% Growth in Equipment Spending in 2011To serve the soaring demand, the industry has attracted a huge amount of capital pouring into the LED supply chain from equipment and materials to LED epitaxy/chip fabrication and LED packaging capacity.
Article: Semiconductor Photomask Market Forecast: $3.2 billion in 2012The worldwide semiconductor photomask market was $3.0 billion in 2010 and is forecasted to reach $3.2 biliion in 2012.
Press Release: Global Semiconductor Materials Sales of $43.55BThe global semiconductor materials market increased 25 percent in 2010 compared to 2009 as the semiconductor industry shipped record units.
Article: Silicon Reclaim Wafer Market Expected to Reach $348M by 2012 The Worldwide reclaim market is estimated at $312 million in 2010 and forecasted to reach $348 million by 2012.  
Press Release: Record CAPEX leads to Fab Equiment Increase of 28% in 2011Exciting times loom ahead for the industry: 2011 promises record spending levels; there are inklings that the 450 mm era is beginning to take shape; feature sizes will break into 20nm-class; and fabs are showing up in unlikely places. Some companies have surpassed their record investments in 2010 to set new spending records in 2011.
Press Release: Silicon Wafer Shipments Reach Record Levels in 2010 Worldwide silicon wafer area shipments increased by 40 percent in 2010 when compared to 2009 area shipments. Revenues also improved by 45 percent in 2010 compared to 2009. 
Press Release: 2011 Outlook for Semiconductor Fab MaterialsThe record levels for semiconductor sales, in both revenues and units, generated tremendous growth in the semiconductor materials market.  
[ 2010 ]
Press Release: Third Quarter Worldwide Semiconductor Equipment Figures; Billings US$11.1 BillionThe billings figure is 22 percent higher than the second quarter of 2010.....
Article: Fab Capacity Back in the Black: Up 8 Percent The latest edition of the SEMI World Fab Forecast predicts 8% annual growth in installed fab capacity for 2010, at least another 8% for 2011 and at least 9% for 2012…
Article: Semiconductor Investments in Korea have increased steadily over the past decade Investments in Korea have increased steadily over the past decade, especially given the strength of Samsung and Hynix…
Press Release: Semiconductor Equipment Forecast: 2010 and BeyondSEMI projects 2010 semiconductor equipment sales to reach $37.54 billion according to the year-end edition of the SEMI Capital Equipment Forecast.
Press Release: Silicon Wafer Shipments Increase in Q3 2010 Worldwide silicon wafer area shipments increased during the third quarter 2010 when compared to second quarter 2010 area shipments.
Article: Fab Investments Planned for JapanThe semiconductor industry has seen many changes over the past decade, with the pace of change accelerating as a consequence of the recent financial crisis. Japan remains the country with the largest installed fab capacity base and is the largest market consuming semiconductor materials.
Press Release: SEMI Announces Silicon Wafer Shipment Forecast 
This forecast provides an outlook for the demand in silicon units for the period 2010 – 2012. The results show polished silicon shipments totaling 9,142 million square inches in 2010, 9,702 million square inches in 2011, and 10,168 million square inches in 2012.
Article: Industry Update and Seasonal Trends 
As 2010 closes and the New Year approaches, semiconductor manufacturers will assess the economic outlook for 2011 and plan capital investment accordingly.
Press Release: Second Quarter 2010 Worldwide Semiconductor Equipment Figures; Billings US$9.1 BillionThe billings figure is 22 percent higher than the first quarter of 2010 and 240 percent higher than the same quarter a year ago.
Article: Over 150 Fab Projects Lead to Strong 2010 and 2011Analysis of the latest edition of the SEMI World Fab Forecast indicates a 133 percent increase in equipment spending for Front End fabs this year and about 18 percent growth in 2011.
Press Release: Silicon Wafer Shipments Increase in Q2 2010 
Total silicon wafer area shipments were 2,365 million square inches during the most recent quarter, a 7 percent increase from the 2,214 million square inches shipped during the previous quarter.
Press Release: SEMI Announces Mid-year Semiconductor Equipment Consensus Forecast  
Expect Semiconductor Equipment Sales of $32.50 Billion in 2010
News: Presentation from the SEMI Theater at SEMICON WEST 2010 are now available.Presentations are available at www.semi.org/en/Marketinfo/CTR_043477

Article: Mid-Year Update for Semiconductor Equipment and Materials 

Capital spending across the semiconductor industry is undergoing a sharp upward recovery this year -- off of deep lows reported in 2009.
Press Release: North American Semiconductor Equipment Industry Posts May 2010 Book-to-Bill Ratio of 1.12 North America-based manufacturers of semiconductor equipment posted $1.48 billion in orders in May 2010…
Press Release: SEMI Reports First Quarter 2010 Worldwide
Semiconductor Equipment Figures; Billings US $7.46 Billion
.
The billings figure is 32% percent higher than the fourth quarter of 2009 and 142% higher than the same quarter a year ago.
Article: Companies Roar Again – Fab Spending Growth to Reach 117 Percent in 2010 Spending for Memories Surges Again, while LEDs Brighten the Future.
Presentation: SEMICON Singapore 2010 SEMICON Singapore 2010 – Semiconductor Equipment and Materials Outlook (Dan Tracy – SEMI U.S.)
Press Release: North American Semiconductor Equipment Industry Posts April 2010 Book-to-Bill Ratio of 1.13 North America-based manufacturers of semiconductor equipment posted $1.44 billion in orders in April 2010…
Press Release: Silicon Wafer Shipments Increase in Q1 2010 Total silicon wafer area shipments were 2,214 million square inches during the most recent quarter, a 5 percent increase from the 2,109 million square inches shipped during the previous quarter.
Article: The Semiconductor Industry Recovery: Spending and Investments in North America Following the strong rebound in the second half of 2009, most analysts and industry watchers are forecasting large growth in semiconductor sales for 2010.
Article: The Silicon Reclaim Wafer Market: Modest Revenue Recovery through 2011 After contracting a painful 82 percent in 2009 to total $287 million, the worldwide reclaim wafer market is forecasted to reach $303 million and $312 million in 2010 and 2011, respectively.
Press Release: North American Semiconductor Equipment Industry Posts March 2010 Book-to-Bill Ratio of 1.19 North America-based manufacturers of semiconductor equipment posted $1.29 billion in orders in March 2010…
Article: LED Industry Set to Enter Fast Growth Stage in 2010 The LED industry has garnered a lot of attention, prompting the rapid expansion and substantial investment by LED-related equipment and material suppliers globally.
Article: Latin America’s First Functional Front-End Fab Debuts First RFID Chips Brazil's president inaugurated CEITEC's Front End fab in Porto Alegre. The CEITEC fab is the the first and only semiconductor front-end fab in Central and South America.
Article: Key Solar Cell and Module Material Trends to Watch in 2010 Materials innovation and materials-driven solutions will support continued industry growth over the next year.
Press Release: North American Semiconductor Equipment Industry Posts February 2010 Book-to-Bill Ratio of 1.22 North America-based manufacturers of semiconductor equipment posted $1.23 billion in orders in February 2010…
Press Release: SEMI Reports 2009 Global Semiconductor Materials Sales of $34.6 Billion Semiconductor materials market revenues totaled $34.6 billion globally in 2009. Total wafer fabrication materials and packaging materials were $17.9 billion and $16.8 billion, respectively
Chart: January 2010 Global Leadframe Shipments The attach chart is based on data collected and reported monthly by SEMI® on leadframe unit volumes shipped to the semiconductor industry. This program is carried out in collaboration with JAST.
Press Release: SEMI Reports 2009 Global Semiconductor Equipment Worldwide sales of semiconductor manufacturing equipment totaled $15.92 billion in 2009, representing a year-over-year decline of 46 percent.
Article: Fab Spending Heads for 88 Percent Growth in 2010 Fab spending, which includes construction and equipping Front-End Facilities, from R&Ds to volume fabs, is expected to increase to over $30B, about 88 percent growth year-over-year.
Press Release: January 2009 Book-to-Bill North America-based manufacturers of semiconductor equipment posted $1.13 billion in orders in January 2010…
Press Release: Silicon Wafer Shipments Bounce Back in the Second Half of 2009 Worldwide silicon wafer area shipments decreased by 18 percent in 2009 when compared to 2008 area shipments
Article: Productivity Transfer Propels Further Growth of China Packaging Industry There has been strong growth of China's semiconductor assembly industry over the past several years as foreign semiconductor companies increase their manufacturing presence in China….
Presentation: SEMICON Korea 2010 Semiconductor Equipment and Materials Outlook
Report: New Photomask Report Published! The worldwide semiconductor photomask market is estimated to be about $3.0 billion in 2011. Growth is being driven by advanced technology feature sizes (less than 65-nm) and areas in Asia-Pacific.
Market Survey: Semiconductor Industry Opinions Concerning the Selection of Bonding Wire Material SEMI recently completed a survey on behalf the World Gold Council to gain insight into current attitudes regarding the use of gold bonding wire versus copper bonding wire.
Press Release: December 2009 Book-to-Bill North American Semiconductor Equipment Industry Posts December 2009 Book-to-Bill Ratio of 1.03
Presentation: Strategic Materials Conference (SMC) 2010 Semiconductor Equipment and Materials Outlook
Article: Closing the China “Chip Gap” Creates Long-Term Opportunities for Equipment and Materials Suppliers China’s commitment to narrow the gap between IC production and consumption will lead to growing equipment and material purchasing over the next decade..
Article: Japanese Companies Continue to Dominate the Packaging Materials Market Out of the estimated $15.8 billion plastic packaging materials market (including thermal interface materials) in 2009, the combined market share of Japan headquartered suppliers is estimated to be about 65%.
[ 2009 ]
 
Press Release: November 2009 Book-to-Bill North American Semiconductor Equipment Industry Posts November 2009 Book-to-Bill Ratio of 1.06
Article: PV Market Enjoys Strong Rebound in Q3’09, Outlook Brightens The PV market more than recovered in Q3’09, in fact, it reached new highs in quarterly revenues for some layers of the supply chain…..
Article: Growing Packaging Materials Market under Pressure While the semiconductor packaging materials market will contract in 2009, a recovery in unit shipments and materials consumption occurred in the second quarter of the year and looks to continue through the fourth quarter.
Press Release: SEMI Reports Third Quarter 2009 Worldwide Semiconductor Equipment Figures Worldwide semiconductor manufacturing equipment billings reached $4.54 billion in the third quarter of 2009. The billings figure is 69% percent higher than the second quarter of 2009
Presentation: SEMICON Japan 2009 – Market Briefing Semiconductor Equipment and Materials Outlook
Article: 2010 Fab Spending Accelerates to 65%, but No New Fab.. It appears that 2010 will be a much better year for the semiconductor industry. 2010 fab spending is expected to increase 65% over 2009 levels. However, with new fab plans put on hold, one major concern surfaces: Are we are doing enough to meet future demand?
Press Release: Worldwide Semiconductor Equipment Sales Worldwide Semiconductor Equipment Sales to Grow 53 Percent in 2010
Press Release: October 2009 Book-to-Bill Ratio North American Semiconductor Equipment Industry Posts October 2009 Book-to-Bill Ratio of 1.10
Press Release: Semiconductor Plastic Packaging Materials Market to Reach $20.1 Billion by 2013 The market for semiconductor packaging materials is expected to reach $15.8 billion in 2009 and grow to $20.1 billion by 2013.
Press Release: New from SEMI: Opto/LED Fab Watch With the rise of eco-friendly green lighting, light-emitting diodes (LEDs) are now in the spotlight. Now SEMI offers the only database for Opto/LED fab information.
Press Release: Silicon Wafer Shipments Grow in Third Quarter 2009 Total silicon wafer area shipments were 1,972 million square inches during the most recent quarter, a 17 percent increase from the 1,686 million square inches shipped during the previous quarter.
Article: Japan Leading Region into 2010 Japan's share of worldwide fab capacity (including Discrete devices) remains unchanged in 2009 at about 25%, or 3.8 to 3.9 million wafers per month (in 200 mm equivalents).
Press Release: September 2009 Book-to-Bill North American Semiconductor Equipment Industry Posts September 2009 Book-to-Bill Ratio of 1.17
Press Release: Silicon Wafer Shipment to Increase 23 Percent in 2010. Silicon wafer shipments to the global semiconductor industry will increase 23 percent in 2010 compared to total shipments in 2009....
Article: Photovoltaic (PV) Supply Chain: Q2 Revenues Rebound, but.. After falling 44% from Q3'08 to Q1'09, revenues rebounded sequentially in the photovoltaic (PV) supply chain in Q2'09. Q3'09 looks promising…..
Presentation: SEMICON Taiwan 2009 – Market Briefing An overview and outlook of the global semiconductor equipment and materials market. Includes an outlook on the fab market.
Press Release: August 2009 Book-to-Bill North American Semiconductor Equipment Industry Posts August 2009 Book-to-Bill Ratio of 1.03
Press Release: SEMI Reports Second Quarter 2009 Worldwide Semiconductor Equipment Figures Worldwide semiconductor manufacturing equipment billings reached $2.69 billion in the second quarter of 2009.
Article: The Battle of the “Fantastic Six”: Increased Fab Spending SEMI's World Fab Forecast predicts 64% growth in fab spending for 2010 to reach $24 billion. A large portion (about $14 billion) comes from a handful of companies, the "Fantastic Six," that have announced ambitious investment plans.
Article: Asian Foundries to Lead Capital Expenditure Recovery in Second Half This year we witnessed a sharp decline in front-end fab equipment spending, a 26% decline from 4Q 2008 to 1Q 2009 to $3.2B worldwide. However, spending bottoms out in Q2 and we are starting to see signs of improvement from the entire supply chain.
Presentations: Over 75 SEMICON WEST 2009 Presentations Posted Includes presentations from the Keynote, Foundry/Packaging Summit, TechXPOT, and the Extreme Electronics sessions
Press Release: July 2009 Book-to-Bill North American Semiconductor Equipment Industry Posts July 2009 Book-to-Bill Ratio of 1.06
Press Release: Silicon Wafer Shipments Grow in Q2 2009 Total silicon wafer area shipments were 1,686 million square inches during the most recent quarter, a 79 percent increase from the 940 million square inches shipped during the previous quarter.
Article: Equipment Sales Have Bottomed Out and Are Now Moving Up The most severe recession to hit the advanced industrial economies since the 1930s is bottoming out. Coincident with this is a turnaround in chip sales which will likely continue growing this year and next. As a result, equipment sales have turned around as well.
Press Release: June 2009 Book-to-Bill North American Semiconductor Equipment Industry Posts June 2009 Book-to-Bill Ratio of 0.77
Press Release: SEMI Announces Mid-year Consensus Forecast for Chip Equipment Industry The forecast indicates that, following a 31 percent market decline in 2008, the equipment market will decline another 52 percent in 2009, but will experience a rebound with annual growth of about 47 percent in 2010.
Article: PV Market Update - What Can We Learn from the Slowdown? From Q1'07 to Q3'08, times were good for solar cell manufacturers. Revenues were rising rapidly, margins were healthy with profit margins in double-digits and prices were trending upwards.
Article: 2010 Total Fab Spending Growth Could Reach 61%; Abrupt Reduction in Installed Capacity through 2010 The World Fab Forecast now shows the growth rate for total fab spending could be about 61% in 2010 (vs. 90% reported in mid-May). 2009 spending will be so low that any adjustment or change in 2010 capital spending plans can drastically alter forecasted growth rates.
Article: Rapid Growth Projected for Chemicals and Materials in Solar Cells/Modules. The market for advanced chemicals and materials used in PV solar cells and modules will decline in 2009 to $2.3 billion before resuming strong growth to approximately $15 billion by 2015.
Press Release: May 2009 Book-to-Bill North American Semiconductor Equipment Industry Posts May 2009 Book-to-Bill Ratio of 0.74
Article: Signs of Increasing Investments in Fabs Tough times change the landscape for many regions. About 35 facilities will close in 2009 but some companies continue to invest and some are even hiring.
Presentation: SEMICON Singapore 09 - Semiconductor Equipment/Materials Outlook An overview and outlook of the global semiconductor equipment and materials market. Also, includes a summary of the PV Market
Article: In a time of fab closures, a few fabs are springing up A summary of fabs that are closing and fabs that are planning to start operation. It includes a chart on the number of semiconductor fabs closed and fabs starting operation between 1995 and 2010.
Press Release: April 2009 Book-to-Bill North American Semiconductor Equipment Industry Posts April 2009 Book-to-Bill Ratio of 0.65
Press Release: Silicon Wafer Shipments Decline First Quarter 2009 Total silicon wafer area shipments were 940 million square inches during the most recent quarter, a 34 percent decrease from the 1,428 million square inches shipped during the previous quarter.
Article: Singapore Diversifies for Growth amid Economic Uncertainties Despite economic uncertainties, Southeast Asia is positioning itself for the next growth cycle. Singapore leads this effort with plans for both semiconductor and PV manufacturing plants.
Article: The Semiconductor Photomask Market: to $2.7 billion in 2011 The worldwide semiconductor photomask market is estimated to be $2.9 billion in 2008 and contract to $2.5 billion in 2009…$2.7 billion by 2011
Article: Leadframe Unit Shipments Trends Show Signs of Recovery Recent news from top semiconductor companies and leading foundries indicate the business is beginning to pick up. Another sign indicating a change in direction is the recent data covering leadframe shipments.
Press Release: March 2009 Book-to-Bill North American Semiconductor Equipment Industry Posts March 2009 Book-to-Bill Ratio of 0.61
Article: Russian Spending Continues Upcoming Semiconductor and Photovoltaic Investment Projects
Article: Silicon Reclaim Wafer Market: to $441 Million in 2011 The worldwide reclaim wafer market is estimated to be $585 million and 38 million wafers in 2008. By 2011, the market is expected to reach $441 million and 36 million wafers.
Press Release: Semiconductor Materials Post Record Revenues for Fourth Straight Year The global semiconductor materials market was flat in 2008 compared to 2007, as rapidly slowing economic conditions in the fourth quarter squelched prospects for year-over-year growth across the materials market.
Press Release: 2008 Global Semiconductor Equipment Sales of $29.52B Worldwide sales of semiconductor equipment totaled $29.52B in 2008, representing a year-over-year decline of 31 percent.
Press Release: February 2009 Book-to-Bill North American Semiconductor Equipment Industry Posts February 2009 Book-to-Bill Ratio of 0.48
Press Release: Polysilicon Shipments Reach 43,901 MT in 2008 Worldwide shipments for polysilicon consumed in the manufacture of both semiconductor and solar cell wafers reached 43,901 metric tons for 2008
Article: Fab Investment Activity during the Downturn Investment levels are the lowest in over a decade. Spending on fab construction projects in 2009 is expected to be under $2 billion – the lowest level since 1999.
Press Release: January 2009 Book-to-Bill North American Semiconductor Equipment Industry Posts January 2009 Book-to-Bill Ratio of 0.48
Press Release: Silicon Wafer Shipments Decline in 2008. Worldwide silicon wafer area shipments decreased by six percent in 2008 when compared to 2007 area shipments.
Member Only Content Presentation: SEMICON Korea 09 - Semiconductor Equipment/Materials Outlook Clark Tseng provides an overview and outlook of the global semiconductor equipment and materials market.
Article: Opportunities Abound in China’s Semiconductor and Solar Industries China’s government unveiled a 4-trillion-yuan (US$586 billion) stimulus package in November 2008, with the funds to be distributed over the next two years. This package promises to address the financial turmoil that is impacting the global economy and provide a welcome cash infusion to China’s commerce.
Article: South Korea: First Out of the Gate when Economy Recovers? South Korea has experienced impressive growth in the semiconductor equipment market for the last five years, but the current turmoil with the global economy has temporarily slowed down capital expenditures in this region.
Press Release: December 2008 Book-to-Bill North American Semiconductor Equipment Industry Posts December 2008 Book-to-Bill Ratio of 0.93
Article: Fab spending, capacity in 2009: The wild ride's not over yet Solid State Technology – Wafer News
[ 2008 ]
 
Press Release: SEMI Reports Third Quarter Equipment Figures Worldwide Semiconductor Equipment Figures; Billings US$ 6.56 Billion
Article: 2008 Year-End Equipment Forecast Report Published! The 10-page SEMI 2008 Year-End Semiconductor Equipment Forecast Report, published twice a year (July and December), was recently release to our subscribers. 
Member Only Content Presentation: China Semiconductor and PV Market Overview Presented at SEMICON Japan 08 by Lily Feng of SEMI China. The presentation provides an overview of the semiconductor and PV market in China.
Member Only Content Presentation: SEMICON Japan 08 - Semiconductor Equipment/Materials Outlook Dan Tracy provides an overview and outlook of the global semiconductor equipment and materials market.
Article: Fabs Spending Levels for 2009 Down 25% The economic crisis continues, fab projects are delayed or have been pushed out. Where will the spending and investment activity take place in 2009?
Japan - Material Spending to Outshine Spending in Equipment While 2007 was a growth year for the Japan semiconductor equipment market, that's expected to go down in 2008. However, the material market is expected to show positive growth for 2008.
Semiconductor Materials: A Bright Spot in Tough Times The explosion of consumer-oriented applications is driving growth in the semiconductor industry and is creating many opportunities for semiconductor materials suppliers.
Capex for Fabs Equipping to Drop 15% - 20% in 2009 Significant changes and events in the world's economy have taken place since late summer. To survive this challenging period, companies are making severe cuts at all levels.
Silicon Materials - Potential New Feedstock Sources in China Over the past several years, growth in the solar market has fueled the growth in demand for polysilicon—the feedstock material that is the backbone to both silicon- based semiconductor devices and crystalline solar cells.
Equipment Spending Growth to Resume in 2009.... Maybe. The current financial crisis should have a negative effect on chip sales for the remainder of the year…
Member Only Content SEMICON Europa 08 - Semiconductor Equipment/Materials Outlook Presented at the Market Brief session at SEMICON Europa 2008.
End of a Drought? 2009 Capex Spending Up…more 300 mm Projects In times of drought, a time when companies make no profit and even lose money, many companies reduce their spending and increase utilization of equipment they already have.
Member Only Content SEMICON Taiwan 08 - Semiconductor Equipment/Materials Outlook Presented at SEMICON Taiwan ’08 highlighting the trends in the semiconductor equipment and materials market.
Despite the Gloom, Taiwan to See a Big Turnaround in 2009 Taiwan is expected to experience the largest decline this year with a forecasted contraction of 37% this year. However, Taiwan will experience the strongest rebound in 2009.
Member Only Content SEMICON West 08 - Semiconductor Equipment/Materials Outlook Presented at SEMICON WEST ’08 highlighting the trends in the semiconductor equipment and materials market.
Silicon Reclaim Wafer Market is expected to grow 27% by 2010 The worldwide reclaim wafer market is estimated at $679 million in 2007 and forecasted to reach $859 million in 2010. Growth is driven by 300 mm, which maintains higher average selling prices on a square inch basis.
Member Only Content SEMICON Singapore 08 - Materials Market Outlook Presented at SEMICON Singapore ’08 highlighting the market trends in the semiconductor equipment and materials market.
A Glimpse into the Southeast Asian Semiconductor Equipment and Materials Market Southeast Asia is a region to closely monitor. Although its growth will not be as aggressive as its Greater Asian counterparts, it will continue to make significant strides into the semiconductor equipment materials market. The new fab activities in this region will increase the momentum for greater fab capacity in Southeast Asia.
2007 - What s Year for the Industry! Even though it may have not felt like it, 2007 was the best year ever for the semiconductor equipment and materials industry. Perhaps the lack of fanfare can be attributed to the fact that this record year is the result of strength in both the equipment and materials markets, not supernormal growth of equipment.
Member Only Content SEMICON China 08 - Materials Market Outlook Dan Tracy, senior director, presented at the China Semiconductor Materials International Conference held during SEMICON China.
Overseas Equipment Fuels China’s Capacity Growth Rate China's fab capacity growth has been facilitated by capacity transfer. This refers to capacity added through the acquisition or transfer of used equipment from overseas, as opposed to capacity added through new equipment purchase.
What a Roller Coaster! Fab Capex—2008 Down, 2009 Up After a cycle with positive growth rates for capex for the device makers, we are facing now a huge slow down in 2008. But the next upward cycle is in sight, so memory makers must accelerate capex to gain momentum for a big market to come. Check out who is driving this and why.
China’s Fabs will Increase R&D Money to Chase the Trend To compete on a global scale, Chinese fabs are increasing their R&D budgets. By 2010, the R&D spending-to-sales ratio is projected to reach about 10%. While the percentage is lower than Intel and TSMC, it demonstrates a more serious R&D commitment by the fabs in China.
Member Only Content SEMICON Korea 08 - Semiconductor Equipment/Materials Outlook Dan Tracy provides an insight on the semiconductor equipment and materials market at the SEMICON Korea in February 2008.
Member Only Content Strategic Materials Conference '08 - Packaging Materials Forecast Dan Tracy provided a Packaging Materials Forecast at the Strategic Materials Conference (SMC) at Half Moon Bay, CA on January 18th, 2008.
The Excitement Continues in South Korea, but after a Slight Speed Bump

The Korean semiconductor equipment and materials market continues to produce more and more innovative products. After a slight speed bump, growth will continue in the area of semiconductor equipment and materials ...
[ 2007 ]
 
Japan Continues to Spend Big on Semiconductor Equipment

Japan’s economy is rebounding from difficulties in the late nineties and the early 2000s. On the semiconductor equipment front, Japan has been the spending leader for the last five years.
Packaging Materials: Market Challenges and Opportunities

Materials content is increasing in advanced packaging, with materials being critical in delivering the performance and reliability requirements demanded of electronic packaging.
A Glimpse into the European Semiconductor/Emerging Technology Industries

European companies continue to diversify and grow in the area of integrated circuits, photovoltaic, and MEMS. Faced with tough competition from other regions, Europe does have a strong R&D infrastructure and, therefore, potential for additional revenue and market share.
Member Only Content Presentation: A Few Years of Sustained Growth! The demand for semiconductors has never been greater with this year forecasted to be the fifth consecutive record breaking year for device shipments. This insatiable demand for chips is driving both the semiconductor equipment and materials industries. While the materials industry recovered in 2004 along with the device industry the equipment industry still has not exceeded the peak set in 2000.
A Glimpse into the Taiwan Semiconductor Equipment and Materials Market

Companies in Taiwan have emerged as global leaders in the semiconductor industry. These companies have significantly helped Taiwan excel in this important industry. Given its leadership position and on-going investments, strong growth is expected in both the semiconductor equipment and materials markets in Taiwan over the next several years.
Despite falling prices for memory chips. Companies spend big time!

Companies gamble on increase in demand for DRAM and Flash. Has the industry entered into another period of irrational exuberance? Who are the major players driving capex and why?
How Flash and DRAM are spicing up the industry

2007 predicts to be in the low single digits but 2008 may grow to double digits while Flash JVs such as Intel and ST Microelectronics are stirring up the industry. Who has the stomach for it and who has not?