2020 was a tumultuous year. Semiconductors decoupled from the macroeconomy and semiconductor production equipment demand boomed. ICs come in as forecast in Dec. Auto ICs staged a strong 4Q recovery. Equipment growth approached 20%. This was in part due to EUV adoption. More importantly, President Trump’s hyper-aggressive trade policy turbo-charged China’s demand for production tools. But it came at the expense of locking American Semiconductor Equipment suppliers out of most of the market, as Japan’s and Europe’s suppliers swept in to fill the demand.
2021’s Forecast: Semiconductors and Equipment expected to grow. 2021 is upon us and last year’s dark clouds overhanging the semiconductor market are long gone. So, Andrea Lati and Dan Hutcheson are back to have a conversation about this and more.