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Clark Tseng, Senior Manager, Market Analysis at SEMI, gives an outlook on the semiconductor industry, forecast, and year-to-date trends. Cycles and growth drivers are included, along with the evolution of Malaysia’s E&E industry since the 1970’s and how Malaysia is becoming a bigger player in the semiconductor value chain. Fab investment, equipment spending, capacity trends are also included. An equipment forecast update by market region, average selling price, and wafer diameter trends are covered. From SEMICON Southeast Asia in May 2018 in Kuala Lumpur, Malaysia.

 

Keywords: Forecast, IoT, Automotive, Transportation, Industrial, Mobile, NAND, Capacity, Investment, Materials, Fabrication