Market Analysis

The anticipated semiconductor supercycle of growth has not so much hit the train buffers as demolished the entire station. From riding high on three consecutive quarters of growth to round out 2023, the market went into reverse posting a -5.7% decline in Q1 2024 a decline of 8.4% on Q4 2023, revealed Malcolm Penn, CEO

Global semiconductor materials market revenue in 2023 contracted 8.2% to $66.7 billion from the market record of $72.7 billion set in 2022, SEMI reported in its Materials Market Data Subscription (MMDS). Wafer fabrication materials revenue declined 7.0% to $41.5 billion in 2023, while packaging materials revenue fell 10.1% to $25.2 billion last year. The silicon,

There are challenging quarters ahead for the European component distribution business. That’s the message from DMASS as it reports a decline of over 23% to €4.58 billion across all components in Q1 2024. It says the market will contract, and there will be no early recovery. Hermann Reiter, Chairman, DMASS Europe commented: “This market consolidation

Worldwide silicon wafer shipments decreased 5.4% quarter-over-quarter to 2,834 million square inches in the first quarter of 2024, a 13.2% drop from the 3,265 million square inches recorded during the same quarter last year, the SEMI Silicon Manufacturers Group (SMG) reported in its quarterly analysis of the silicon wafer industry. “The continuing decline in IC