Over twenty percent of all semiconductor equipment will be shipped to China in 2017, yet Chinese OEMs account for only 2 percent of worldwide fab equipment.
OE-A’s recent industry workshop – Printed Electronics Insights: Smart Packaging & IoT - was hosted at Cambridge University on October 11-12, 2017. Co-sponsored by SEMI | FlexTech and the EPSRC Centre for Innovative Manufacturing in Large Area Electronics, this initial event drew 100+ participants for two days of roadmapping , technical discussions, and networking.
Through early autumn, growth remains strong for most sectors of the global electronic supply chain. September’s Purchasing Managers Indices, which are excellent leading indicators, were in expansion territory (PMI>50) for key electronic producing countries/regions (Chart 1).
The Q3 earnings season is in full swing, and there are many fab activities going on around the globe in this “Memory Super Cycle,” which is driven by the continuous demand pull from cloud/data storage, automotive and industrial end-markets.