March 5, 2021 — Strategy and Tactics: Semiconductor Equipment Market Growth: Comments, Q & A. WildPhotons: Whether you think you can, or you think you can't-you're...
G. Dan Hutcheson
Consistent Semiconductor Equipment Market Growth: Comments, Questions, & Answers for reasons the Fab Line Cost 1995-2010 increased?
The gap between the equipment forecast and the fab cost trend is growing.
There is a potential for the gap to turn into an emerging crisis with not enough equipment to fill demand.
Is it a correct statement that your optimistic view on the mid-term WFE outlook is NOT related to COVID-19 and its impact "Stay@home" but more fundamentally to the fact that 450mm did not happen and that chips become increasingly complex with more elements added into the equation?
Do you consider the COVID-19 impact to be a more cyclical than a change of secular trend which created more a onetime pull-in of demand?
What is fab line cost?
For Your Reference: Edwards on Industry Environmental Challenges
ChipChirpsTM — VLSI's Semiconductor Analytics report and more. Focusing on the DRAM market this week, the 13-week MA with 17% y/y growth shows this segment is smoking hot. It is also demonstrated by sales almost flatlining in a season that's typically sinking. ChipChirps are short notifications from VLSI's analysts to alert clients about breaking news and events. They are exclusively available on VLSI's App for Android and iOS.