Semiconductor capital expenditures (CapEx) increased 35% in 2021 and 15% in 2022, according to IC Insights. Our projection at Semiconductor Intelligence is a 14% decline in CapEx in 2023, based primarily on company statements. The biggest cuts will be made by the memory companies, with a 19% drop. CapEx will drop 50% at SK Hynix…| Semiwiki
August’s WSTS Blue Book showed Q2-2023 sales rebounding strongly, up 4.2 percent vs. Q1, heralding the end of the downturn and welcome news for the beleaguered chip industry. The really good news, however, was that the downturn bottomed one quarter earlier than previously anticipated. This pull-forward only added a modest US$11 billion to Q2’s US$…| Semiwiki
The current slump in the electronics market began in 2021. Smartphone shipments versus a year earlier turned negative in 3Q 2021. The smartphone market declines in 2020 were primarily due to COVID-19 related production cutbacks. The current smartphone decline is due to weak demand. According to IDC, smartphone shipments were 269 million units in 1Q…| Semiwiki
The global semiconductor market dropped 8.7% in 1st quarter 2023 versus 4th quarter 2022, according to WSTS. This was the steepest quarter-to-quarter decline since a 14.7% drop in 1Q 2019. 1Q 2023 was down 21.3% from a year earlier, the largest year-to-year decline in thirteen years since a 30.4% drop in 1Q 2009. Revenues of…| Semiwiki