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Session 1: Economic Trends

Chipmaking Market Post-Pandemic; Moving Into A New Normal With New Opportunities

Andrea Lati
Vice President, Market Research
VLSI Research

2020 was a year of tumult. The COVID-19 pandemic brought the world to screeching halt early in the year, but in the process it unleashed changes that seems almost impossible a year ago. One the bright spots in an otherwise dark year was the tech story. The world economy was saved by the technology and the fruits of its innovation. The pandemic is accelerating the digital transformation of the economy with digital replacing physical. The semiconductor industry has been at the forefront of this digital transformation and has seen profound changes over the past year. Semiconductor equipment sales soared to an all-time high in 2020 while semiconductors increased over 8%. 

So what will 2021 bring for the industry? Is the COVID boom too good to be true? Will the equipment market continue to lead semiconductors and maintain the momentum? 

Some of the questions to be addressed in the presentation include: 

  • What is the growth range that can be expected? 
  • How will this growth be achieved? 
  • What are the key drivers and pivot points? 
  • How are current trends and issues likely to unfold in the coming years? What are the known unknows?