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SemiVoice

Recent #SEMI news in the semiconductor industry

electronicsweekly
5 months ago

2024 wafers down 2.7%; wafer revenues down 6.5%

➀ The SEMI Silicon Manufacturers Group (SMG) reported that 2024 silicon wafer shipments fell 2.7% to 12,266 million square inches and wafer revenue contracted 6.5% to $11.5 billion.

➁ Demand for silicon wafers in the second half of 2024 started to recover from the industry downcycle seen in 2023, and is expected to continue into 2025.

➂ Generative AI and new data-center construction are driving demand for advanced foundry and memory devices like HBM, while most other markets are still recovering from excess inventory.

AIData centerGlobalWafersMarket TrendsSEMISilicon Wafersemiconductor
electronicsweekly
7 months ago

Equipment sales hit record $113bn, says SEMI

➀ SEMI forecasts semiconductor manufacturing equipment sales to grow 6.5% year-on-year to $113 billion in 2024, with projections of $121 billion for 2025 and $139 billion for 2026. ➁ The wafer fab equipment (WFE) segment is expected to grow 5.4% to $101 billion in 2024, driven by DRAM, HBM, and China. ➂ Back-end equipment sales are projected to surge, with test equipment sales increasing 14.7% in 2025 and 18.6% in 2026.
ChinaDRAMEquipment SalesGrowthHBMKoreaNANDSEMITaiwanfoundryinvestmentmemorysemiconductor
electronicsforu
8 months ago

“SEMI Is Actively Working With Indian Universities, Institutions To Create India’s Semiconductor Academy” – Ajit Manocha, President of SEMI

➀ SEMI is working with Indian universities and institutions to create the India Semiconductor Academy to address the talent shortfall in the country's semiconductor industry. The initiative aims to train students and professionals for the fast-evolving sectors of automotive, healthcare, and AI. ➁ SEMI's strategy includes partnerships with universities and the development of specialized training programs. ➂ The goal is to build a resilient, future-ready workforce for India's semiconductor industry.
IndiaSEMIeducationworkforce development