Latest news with #ClarkTseng
Cision Canada
07-07-2025
- Business
- Cision Canada
SEMI and Linx Consulting Unveil Wafer Fab Materials Quarterly Report
New Report Offers Timely, Actionable Insights into Global Wafer Fab Materials Markets MILPITAS, Calif., July 7, 2025 /CNW/ -- SEMI, the global industry association advancing the electronics manufacturing and design supply chain, today launched the new Wafer Fab Materials Quarterly report in collaboration with Linx Consulting. SEMI recently acquired select assets from Linx Consulting, including market reports and conferences, to amplify its market intelligence capabilities in semiconductor materials and specialty chemicals. The Wafer Fab Materials Quarterly is a comprehensive report delivering in-depth analysis and forecasts for global wafer fab materials markets. Published quarterly in January, April, July, and October, it equips industry professionals with actionable insights into economic trends, material usage, sales performance, and capacity forecasts. This collaborative effort harnesses SEMI's extensive industry data and Linx Consulting's analytical and forecasting expertise to support strategic and operational decision-making. "The launch of this new quarterly materials report complements our market intelligence portfolio, offering deeper insights into the increasingly important materials market," said Clark Tseng, Senior Director of Market Intelligence at SEMI. "By delivering detailed, forward-looking data every quarter, the Wafer Fab Materials Quarterly helps industry leaders to quickly respond to market shifts and make more informed decisions than annual reports allow." Report highlights: Comprehensive Market Coverage: Segmented forecasts for silicon wafers, photoresists, gases, deposition materials, wet chemicals, and CMP materials, with breakdowns by product segment and end-use application. Quarterly Performance Tracking: Exclusive sales data for leading suppliers and semiconductor companies, enabling benchmarking and market share analysis. Capacity and Materials Intensity: Capacity forecasts by product type, region, and wafer size, plus cost-per-wafer insights by process node. Macroeconomic Context: Global indicators like GDP, industrial production, and CPI to frame semiconductor market trends. Industry Overview: Analysis of semiconductor sales, CapEx, silicon MSI, inventory, and utilization rates. The inaugural 2Q 2025 edition reveals a dynamic transformation in wafer fab materials markets, with the industry demonstrating remarkable resilience through its recovery trajectory. Following the 2023 materials downturn, the sector achieved robust growth in 2024, led by photoresist materials surging 14% after an 11% contraction the previous year. The report highlights how technology evolution is driving unprecedented demand for advanced materials, with advanced photoresist now representing over 80% of market revenue and projected to reach 84% by 2028. Chemical mechanical planarization (CMP) materials emerge as the standout growth segment, benefiting significantly from increasing device complexity and layer counts in next-generation semiconductors. With advanced process nodes (≤7nm) capacity growing at a 20% CAGR through 2028, there is increasing demand for innovative material solutions that support atomic-scale precision manufacturing. Delivered in Microsoft Excel and PowerPoint formats, the SEMI Wafer Fab Materials Quarterly report offers historical data from 2020 and forecasts through 2028, allowing users to manipulate data, integrate it into business models, and perform custom analyses. The report supports strategic planning, operational optimization, and technology innovation across the supply chain. For details about SEMI reports on other semiconductor sectors, visit SEMI Market Data or contact the SEMI Market Intelligence team at [email protected]. About SEMI SEMI ® is the global industry association connecting over 3,000 member companies and 1.5 million professionals worldwide across the semiconductor and electronics design and manufacturing supply chain. We accelerate member collaboration on solutions to top industry challenges through Advocacy, Workforce Development, Sustainability, Supply Chain Management and other programs. Our SEMICON ® expositions and events, technology communities, standards and market intelligence help advance our members' business growth and innovations in design, devices, equipment, materials, services and software, enabling smarter, faster, more secure electronics. Visit contact a regional office, and connect with SEMI on LinkedIn and X to learn more. About Linx Consulting Linx Consulting is a leading provider of market intelligence and consulting services to the semiconductor and electronics industries. Known for its in-depth market reports and high-caliber conferences, Linx Consulting has been a trusted partner to industry leaders for over two decades.
Cision Canada
01-07-2025
- Business
- Cision Canada
SEMI and TechSearch International Release 2025 Edition of Worldwide Semiconductor Assembly & Test Facility Database
Expanded Coverage and Enhanced Data Structure Provide Heightened Clarity in a Dynamic Market MILPITAS, Calif., July 1, 2025 /CNW/ -- SEMI and TechSearch International today announced the release of the 2025 edition of the Worldwide Semiconductor Assembly & Test Facility Database, the industry's most comprehensive resource tracking global assembly and test sites operated by integrated device manufacturers (IDMs) and outsourced semiconductor assembly and test providers (OSATs). The Worldwide Assembly & Test Facility Database remains an indispensable tool for mapping the global semiconductor supply chain, identifying new capacity, and tracking technology adoption across regions. The 2025 report's expanded content and improved structure further strengthen its value for industry stakeholders seeking actionable intelligence in a rapidly evolving market. "The 2025 edition of the Worldwide Assembly & Test Facility Database reflects the dynamic growth and increasing complexity of the global semiconductor supply chain," said Clark Tseng, Senior Director of Market Intelligence at SEMI. "By expanding our coverage and incorporating new data features, we are providing industry stakeholders with a deeper understanding of global packaging and testing capabilities, technology adoption, and regional trends as the market continues to evolve." The 2025 edition delivers several significant updates and enhancements: Expanded Coverage: The database now includes 750 facilities worldwide, an increase of 70 new sites compared to the 2024 edition, reflecting ongoing industry investment and expansion. Enhanced Data Structure: New columns have been added to improve data granularity and usability: Each facility is now assigned a unique Facility ID for easier reference and tracking. Additional columns detail device types, including memories, logic/analog ICs, power devices, RF/MEMS chips, and CMOS image sensors, enabling users to identify specialized manufacturing and test capabilities at a glance. The startup year for some facilities is now included, providing insights into the operational history and maturity of each site. Regular Facility Updates: In addition to these new features, the database continues to offer up-to-date information on facility status, ownership, location, plant type, production capabilities, and certification status, supporting strategic decision-making for manufacturers, suppliers, and analysts. For details about SEMI reports on other semiconductor sectors, visit SEMI Market Data or contact the SEMI Market Intelligence team at [email protected]. About SEMI SEMI ® is the global industry association connecting over 3,000 member companies and 1.5 million professionals worldwide across the semiconductor and electronics design and manufacturing supply chain. We accelerate member collaboration on solutions to top industry challenges through Advocacy, Workforce Development, Sustainability, Supply Chain Management and other programs. Our SEMICON ® expositions and events, technology communities, standards and market intelligence help advance our members' business growth and innovations in design, devices, equipment, materials, services and software, enabling smarter, faster, more secure electronics. Visit contact a regional office, and connect with SEMI on LinkedIn and X to learn more.
Cision Canada
19-05-2025
- Business
- Cision Canada
SEMI Reports Typical Q1 2025 Semiconductor Seasonality with Potential for Atypical Shifts Due to Tariff Uncertainty
MILPITAS, Calif., May 19, 2025 /CNW/ -- According to the Q1 2025 Semiconductor Manufacturing Monitor (SMM) Report released by SEMI in collaboration with TechInsights, the global semiconductor manufacturing industry entered 2025 with typical seasonal patterns. However, looming tariff threats and evolving supply chain strategies are expected to create atypical seasonality for several industry segments as the year progresses. Despite heightened trade policy risks, current data for the first quarter of 2025 indicate that electronics and integrated circuit (IC) sales have not been directly impacted by the newly announced tariffs. Electronics sales declined 16% quarter-over-quarter (QoQ) in Q1 2025 and remained flat year-over-year (YoY), consistent with traditional seasonal patterns. IC sales contracted by 2% QoQ but posted a robust 23% YoY increase, reflecting ongoing investment in AI and high-performance computing infrastructure. "While the first quarter of 2025 did not see a direct impact from new tariffs on electronics and IC sales, the uncertainty around global trade policies is prompting some companies to accelerate shipments and others to pause investments," said Clark Tseng, Senior Director of Market Intelligence at SEMI. "This push-pull dynamic could lead to atypical seasonality for the remainder of the year as the industry adapts to shifting supply chain and tariff landscapes." Semiconductor capital expenditures (CapEx) declined 7% QoQ but surged 27% YoY, as manufacturers continued to invest heavily in leading-edge logic, high-bandwidth memory (HBM) and advanced packaging to support AI-driven applications. Memory-related CapEx soared 57% YoY in Q1 2025, while non-memory CapEx expanded by 15% YoY, underscoring the industry's focus on innovation and resilience. Wafer fab equipment (WFE) spending rose 19% year-over-year in Q1 2025 and is projected to increase another 12% in Q2, driven by strong investments in advanced logic and memory production to support the rapid adoption of AI semiconductors. Test equipment billings surged 56% year-over-year in Q1 and are expected to grow by 53% in Q2, reflecting the heightened complexity and stringent performance requirements of AI and HBM chip testing. Assembly and packaging equipment also registered double-digit growth, benefiting from the industry's push toward higher-density integration and advanced packaging solutions. "The WFE market is poised for steady growth driven by government investments and semiconductor advancements, particularly in AI and emerging technologies," said Boris Metodiev, Director of Market Analysis at TechInsights. "However, geopolitical uncertainties, including export restrictions and potential tariffs, pose significant risks that could impact this positive trajectory." Aligned with the growth in capital equipment investments, global installed wafer fab capacity is on the rise and is projected to surpass 42.5 million wafers per quarter (in 300mm wafer equivalents), reflecting a 2% QoQ and 7% YoY increase in Q1 2025. China continues to lead all regions in capacity expansion, though the pace of growth is expected to moderate in the coming quarters. Notably, Japan and Taiwan are experiencing the strongest quarterly capacity gains, driven by significant investments in power semiconductor manufacturing in Japan and the ramp-up of a leading-edge foundry in Taiwan. Looking ahead, SEMI and TechInsights expect the industry to experience atypical seasonal patterns in 2025 as companies navigate the dual challenges of trade policy uncertainty and supply chain adaptation. While demand for AI and data center technologies remains a bright spot, other segments may see delayed investment or demand shifts as the market responds to evolving tariff and geopolitical uncertainties. The Semiconductor Manufacturing Monitor (SMM) report provides end-to-end data on the worldwide semiconductor manufacturing industry. The report highlights key trends based on industry indicators including capital equipment, fab capacity, and semiconductor and electronics sales, and includes a capital equipment market forecast. The SMM report also contains two years of quarterly data and a one-quarter outlook for the semiconductor manufacturing supply chain including leading IDM, fabless, foundry, and OSAT companies. An SMM subscription includes quarterly reports. Download a sample Semiconductor Manufacturing Monitor report. [email protected]. Details on SEMI market data are available at SEMI Market Data. About SEMI SEMI ® is the global industry association connecting over 3,000 member companies and 1.5 million professionals worldwide across the semiconductor and electronics design and manufacturing supply chain. We accelerate member collaboration on solutions to top industry challenges through Advocacy, Workforce Development, Sustainability, Supply Chain Management and other programs. Our SEMICON ® expositions and events, technology communities, standards and market intelligence help advance our members' business growth and innovations in design, devices, equipment, materials, services and software, enabling smarter, faster, more secure electronics. Visit contact a regional office, and connect with SEMI on LinkedIn and X to learn more.
