Clark Tseng, Director of Industry Research & Statistics at SEMI, discusses semiconductor industry revenues, projected revenue growth through 2022, the challenges to come in 2019, and technology trends (such as 5G, robotics, AI, biometrics). Fab investment, fab capacity by product type, equipment forecast, worldwide wafer fab materials forecast, and worldwide packaging materials forecast are included. FO-WLP and 3D NAND are discussed as they affect the markets. From SEMICON Korea in January 2019 in Coex, Seoul.
Keywords: DRAM, AI, Forecast, Investment, Trends, Biometrics, Robotics, Fabrication, 3D NAND, Capacity, Materials, Packaging, FO-WLP, ASIC, SSD