Analysis
Businesses will not U-turn on net zero – Beama
This is the fundamental message behind the campaign launched by BEAMA, the trade association for the UK electrotechnical industry.
Omdia: AI demand leads semiconductor revenue growth
Led by continued demand for AI, the total semiconductor industry grew 8.4% in 3Q23 from 2Q23 hitting $139bn according to Omdia’s latest Competitive Landscape Tracker.
Omdia: Display fab utilisation set to decrease
According to Omdia's latest Display Production and Inventory Tracker, overall utilisation of display fabs is expected to fall below 70% in the fourth quarter of 2023 (4Q23), as demand slows and efforts by panel makers to protect LCD panel prices decrease.
Advanced IC substrates: Taiwanese companies lead the market
The IC substrate market is positioned for significant growth, with its value expected to rise from $15.1 billion in 2022 to nearly $29 billion by 2028.
Global semiconductor industry anticipates Q4 2023 uplift
Prospects for the global semiconductor manufacturing industry indicate a rebound in the fourth quarter of 2023, laying the groundwork for sustained growth into 2024.
German component distribution sees consolidation after three-year growth period
The German components distribution sector is witnessing a decline in bookings, a trend that is starting to impact revenues.
Free-of-charge passive components “scrub” survey
BEC Distribution has announced the availability of its Free-of-Charge Passive Components Scrub Survey.
Asian firms lead in automotive battery supply chain
The forecasted demand for lithium-ion battery packs, essential for PHEVs and BEVs, is set to rise markedly, from about 430GWh in 2022 to an estimated 1,500GWh by 2028, according to Yole Intelligence's analysis.
European microcontrollers brace for rising Chinese competition
The microcontroller (MCU) industry in Europe finds itself at a crossroads as it contends with burgeoning competition from China.
Silicon wafer shipments to bounce back in 2024
Global shipments of silicon wafers are projected to decline 14% in 2023, to 12,512 million square inches (MSI) from the record high of 14,565 MSI in 2022 before bouncing back in 2024 as wafer and semiconductor demand recovers and inventory levels normalise, SEMI reported in its annual silicon shipment forecast.