本網站使用瀏覽器紀錄 (Cookies) 來提供您最好的使用體驗，我們使用的 Cookie 也包括了第三方 Cookie。相關資訊請訪問我們的隱私權與 Cookie 政策。如果您選擇繼續瀏覽或關閉這個提示，便表示您已接受我們的網站使用條款。 關閉
MILPITAS, Calif., Feb. 13, 2025 /PRNewswire/ -- In the second half of 2024, worldwide silicon wafer demand started to recover from the industry downcycle seen in 2023, the SEMI Silicon Manufacturers Group (SMG) reported in its year-end analysis of the silicon wafer industry. Worldwide silicon wafer shipments in 2024 decreased 2.7% to 12,266 million square inches while wafer revenue contracted 6.5% to $11.5 billion over the same period. In 2024, a broad-based inventory correction was slower due to the weak end demand from the higher volume segments impacting fab utilization rates and wafer shipments to specific applications. The recovery is expected to continue into 2025 with stronger improvements toward the second half of the year. "Generative AI and new data-center construction has been a driver for the most advanced foundry and memory devices such as High Bandwidth Memory (HBM), but most other end markets are still recovering from excess inventory," said Lee Chungwei (李崇偉), Chairman of SEMI SMG and Vice President and Chief Auditor at GlobalWafers. "As noted by many customers in their earnings statements, the industrial semiconductor market is still in a strong inventory correction, and this has impacted silicon wafer shipments worldwide." Annual Silicon* Industry Trends 2020 2021 2022 2023 2024 Area Shipments (MSI) 12,407 14,165 14,713 12,602 12,266 Revenues ($Billion) 11.2 12.6 13.8 12.3 11.5 Source: SEMI (www.semi.org), February 2025 *Data cited in this release include polished silicon wafers, including those used as virgin test wafers, as well as epitaxial silicon wafers, and non-polished silicon wafers shipped by the wafer manufacturers to end users. Shipments are for semiconductor applications only and do not include solar applications. Silicon wafers are the fundamental building material for the majority of semiconductors, which are vital components of all electronic devices. The highly engineered thin disks, produced in diameters of up to 300 mm, serve as the substrate material on which most semiconductor devices, or chips, are fabricated. The SMG is a sub-committee of the SEMI Electronic Materials Group (EMG) and is open to SEMI members involved in manufacturing polycrystalline silicon, monocrystalline silicon or silicon wafers (e.g., as cut, polished, epi). The SMG facilitates collective efforts on issues related to the silicon industry including the development of market information and statistics about the silicon industry and the semiconductor market. For more information, visit SEMI Worldwide Silicon Wafer Shipment Statistics. About SEMI SEMI® is the global industry association connecting over 3,000 member companies and 1.5 million professionals worldwide across the semiconductor and electronics design and manufacturing supply chain. We accelerate member collaboration on solutions to top industry challenges through Advocacy, Workforce Development, Sustainability, Supply Chain Management and other programs. Our SEMICON® expositions and events, technology communities, standards and market intelligence help advance our members' business growth and innovations in design, devices, equipment, materials, services and software, enabling smarter, faster, more secure electronics. Visit www.semi.org, contact a regional office, and connect with SEMI on LinkedIn and X to learn more. Association ContactSherrie Gutierrez/SEMIPhone: 1.831.889.3800 Email: sgutierrez@semi.org
HANGZHOU, China, Jan. 10, 2025 /PRNewswire/ -- BEST Inc. (NYSE: BEST) ("BEST" or the "Company"), a leading integrated smart supply chain solutions and logistics services provider in China and Southeast Asia, today announced that, on January 6, 2025, the Company received a notice from the New York Stock Exchange (the "NYSE") Regulation stating that it is not in compliance with the NYSE's continued listing requirements under the timely filing criteria pursuant to Section 802.01E of the NYSE Listed Company Manual (the "Continued Listing Criteria") as a result of the Company's failure to timely file its Form 6-K containing semi-annual financial information for the half year ended June 30, 2024 (the "1H 2024 6-K") with the U.S. Securities and Exchange Commission (the "SEC"). The Company has not yet filed the 1H 2024 6-K with the SEC because it has focused its resources on its previously announced going private transaction. Upon completion of the privatization, the Company will become a privately held company and its Class A ordinary shares would no longer be listed on the NYSE. ABOUT BEST INC. BEST Inc. (NYSE: BEST) is a leading integrated smart supply chain solutions and logistics services provider in China and SEA. Through its proprietary technology platform and extensive networks, BEST offers a comprehensive set of logistics and value-added services, including freight delivery, supply chain management and global logistics services. BEST's mission is to empower business and enrich life by leveraging technology and business model innovation to create a smarter, more efficient supply chain. For more information, please visit: http://www.best-inc.com/en/.
Front-end and Back-end Segments Projected to Support Consecutive Growth from 2024 through 2026 TOKYO, Dec. 9, 2024 /PRNewswire/ -- Global sales of total semiconductor manufacturing equipment by original equipment manufacturers (OEMs) are forecast to set a new industry record, reaching $113 billion in 2024, growing 6.5% year-on-year, SEMI announced today in its Year-End Total Semiconductor Equipment Forecast – OEM Perspective at SEMICON Japan 2024. Semiconductor manufacturing equipment growth is expected to continue in the following years, reaching new records of $121 billion in 2025 and $139 billion in 2026, supported by both the front-end and back-end segments. Global Total Semiconductor Equipment Sales Forecast to Reach a Record of $139 Billion in 2026, SEMI Reports "Three consecutive years of projected growth in investments in semiconductor manufacturing reflect the vital role our industry plays in underpinning the global economy and advancing technology innovation," said Ajit Manocha, SEMI president and CEO. "Since our July 2024 forecast, the outlook for 2024 semiconductor equipment sales has brightened, especially with stronger-than-expected investments from China and in AI-related sectors. Together with our forecast extension through 2026, it highlights the robust growth drivers across segments, applications, and regions." Semiconductor Equipment Sales by Segment After registering a record $96 billion in sales last year, the wafer fab equipment (WFE) segment, which includes wafer processing, mask/reticle, and fab facilities equipment, is projected to grow 5.4% to $101 billion in 2024. This marks an increase from the previously forecast $98 billion in SEMI's 2024 Mid-Year Equipment Forecast. The upward revision mainly reflects the ongoing strong equipment investments in DRAM and high-bandwidth memory (HBM) driven by artificial intelligence (AI) computing. Additionally, China's investments continue to play a significant role in the WFE market expansion. Looking ahead, WFE segment sales are projected to expand 6.8% in 2025 and 14% in 2026, reaching $123 billion due to increased demand for advanced logic and memory applications. Following two years of contraction, the back-end equipment segment in 2024 saw a strong recovery in particular in the second half of the year. Sales of semiconductor test equipment are projected to rise 13.8% to $7.1 billion in 2024, while assembly and packaging (A&P) equipment sales are projected to increase 22.6% to $4.9 billion. Furthermore, the back-end segment growth is expected to accelerate, with test equipment sales surging 14.7% in 2025 and 18.6% in 2026, respectively, while A&P sales are forecast to grow 16% in 2025 followed by 23.5% expansion in 2026. The back-end segments' growth is supported by the increasing complexity of semiconductor devices for high-performance computing and the expected increase in demand in the mobile, automotive, and industrial end-markets. Wafer Fab Equipment Sales by Application The sales of WFE for foundry and logic applications are expected to remain flat year-on-year at $58.6 billion in 2024, supported by resilient spending in mature nodes. The segment is forecast to see 2.8% growth in 2025 and to increase 15% to $69.3 billion in 2026, driven by increasing demand for leading-edge technology, the introduction of new device architectures including the transition to gate-all-around (GAA), and increased capacity expansion purchases. Memory-related capital expenditures are projected to see significant increases through 2026 supported by increasing demand for HBM for AI deployment and ongoing technology migration. NAND equipment sales are expected to remain relatively soft in 2024, growing 0.7% to $9.3 billion as supply and demand continues to normalize, setting the stage for a 47.8% expansion to $13.7 billion in 2025 and 9.7% growth to $15.1 billion in 2026. Meanwhile, DRAM equipment sales are projected to see robust growth of 35.3% to $18.8 billion in 2024, followed by 10.4% and 6.2% year-on-year growth in 2025 and 2026, respectively. Semiconductor Equipment Sales by Region Mainland China, Taiwan and Korea are expected to remain the top three destinations for equipment spending through 2026. China is projected to maintain the top position over the forecast period as the region's equipment purchases continue to remain resilient despite the anticipated slowdown. Equipment shipments to China are projected to reach a record $49 billion in 2024, solidifying its lead over other regions. While equipment spending for most regions is expected to fall in 2024 before rebounding in 2025, China is expected to see a contraction in 2025 following significant investments over the past three years. All regions tracked are expected to see increases in 2026. The SEMI forecast is based on collective input from top equipment suppliers, the SEMI Worldwide Semiconductor Equipment Market Statistics (WWSEMS) data collection program and the industry-recognized SEMI World Fab Forecast database. About SEMI Market Data The Equipment Market Data Subscription (EMDS) from SEMI provides comprehensive market data for the global semiconductor equipment market. A subscription includes three reports: Monthly SEMI North American Billings Report, an early perspective of equipment market trends Monthly Worldwide Semiconductor Equipment Market Statistics (WWSEMS), a detailed report of semiconductor equipment billings for seven regions and more than 22 market segments Bi-annual Total Semiconductor Equipment Forecast – OEM Perspective, an outlook for the semiconductor equipment market For more information online, please visit SEMI Market Data. About SEMI SEMI® is the global industry association connecting over 3,000 member companies and 1.5 million professionals worldwide across the semiconductor and electronics design and manufacturing supply chain. We accelerate member collaboration on solutions to top industry challenges through Advocacy, Workforce Development, Sustainability, Supply Chain Management and other programs. Our SEMICON® expositions and events, technology communities, standards and market intelligence help advance our members' business growth and innovations in design, devices, equipment, materials, services and software, enabling smarter, faster, more secure electronics. Visit www.semi.org, contact a regional office, and connect with SEMI on LinkedIn and X to learn more. Association ContactSamer Bahou/SEMIPhone: 1.408.943.7870Email: sbahou@semi.org Global Total Semiconductor Equipment Sales Forecast to Reach a Record of $139 Billion in 2026, SEMI Reports
MILPITAS, Calif., Dec. 3, 2024 /PRNewswire/ -- Global semiconductor equipment billings increased 19% year-over-year to US$30.38 billion in the third quarter of 2024, while quarter-over-quarter billings registered 13% growth during the same period, SEMI announced today in its Worldwide Semiconductor Equipment Market Statistics (WWSEMS) Report. Q3 2024 Global Semiconductor Equipment Billings Grew 19% Year-Over-Year, SEMI Reports "The global semiconductor equipment market recorded robust growth in the third quarter of 2024 driven by investments aimed at supporting the proliferation of Artificial Intelligence as well as production of mature technologies," said Ajit Manocha, SEMI President and CEO. "The growth in equipment investments was spread across multiple regions seeking to bolster their chipmaking ecosystems, with North America posting the largest year-over-year gain while China continues to lead in spending." Compiled from data submitted by members of SEMI and the Semiconductor Equipment Association of Japan (SEAJ), the WWSEMS Report is a summary of the monthly billings figures for the global semiconductor equipment industry. Following are quarterly billings data in billions of U.S. dollars with quarter-over-quarter and year-over-year changes by region: The SEMI Equipment Market Data Subscription (EMDS) provides comprehensive market data for the global semiconductor equipment market. The subscription includes three reports: Monthly SEMI Billings Report, a perspective on equipment market trends Monthly Worldwide Semiconductor Equipment Market Statistics (WWSEMS), a detailed report of semiconductor equipment billings for seven regions and 24 market segments SEMI Semiconductor Equipment Forecast, an outlook for the semiconductor equipment market Download a sample of the EMDS report. For more information about the report or to subscribe, please contact the SEMI Market Intelligence Team at mktstats@semi.org. More details are also available on the SEMI Market Data webpage. About SEMI SEMI® is the global industry association connecting over 3,000 member companies and 1.5 million professionals worldwide across the semiconductor and electronics design and manufacturing supply chain. We accelerate member collaboration on solutions to top industry challenges through Advocacy, Workforce Development, Sustainability, Supply Chain Management and other programs. Our SEMICON® expositions and events, technology communities, standards and market intelligence help advance our members' business growth and innovations in design, devices, equipment, materials, services and software, enabling smarter, faster, more secure electronics. Visit www.semi.org, contact a regional office, and connect with SEMI on LinkedIn and X to learn more. Association ContactSamer Bahou/SEMIPhone: 1.408.943.7870Email: sbahou@semi.org Q3 2024 Global Semiconductor Equipment Billings Grew 19% Year-Over-Year, SEMI Reports
BRUSSELS, Dec. 2, 2024 /PRNewswire/ -- SEMI, the industry association serving the global electronics design and manufacturing supply chain, today published recommendations for the European Union to bolster its semiconductor ecosystem. The SEMI Europe Recommendations for the 2024-2029 Legislative Term paper urges the new Commissioners assuming office to implement legislation to advance the semiconductor sector given its role as a key driver of technological advancement, economic growth, and ensuring Europe's future competitiveness on the global stage. "In light of multiple technological disruptions such as AI and autonomous vehicles poised to drive industry growth over the years ahead, SEMI Europe presents its recommendations for a successful long-term strategy for the European semiconductor industry," said Laith Altimime, President of SEMI Europe. "The European Chips Act has generated strong momentum, and our recommendations highlight urgent actions to continue the progress made. Policymakers must build on this momentum by strengthening the legislative framework and advancing toward a 'Chips Act 2.0.''' SEMI Europe's key recommendations for policymakers to consider include: Strengthening the semiconductor ecosystem by optimizing funding across the EU, member states, and private sectors to achieve the EU's goal of a 20% global market share by 2030, advancing toward a comprehensive "European Chips Act 2.0" Enhancing economic security by aligning protective measures with proactive initiatives to improve global competitiveness, streamlining export controls, reinforcing intellectual property protection, and reducing administrative burden Integrating semiconductors in the EU's Green Deal by developing a policy framework that balances innovation and sustainability Ensuring responsible and sustainable use of essential chemicals, while supporting research for alternatives and maintaining the competitiveness of the European semiconductor supply chain Addressing the increasing talent gap by fostering collaboration between industry and education, and reforming immigration legislation to attract skilled talent globally Aligning funding with industry needs through the next Multi-Annual Financial Framework while fast-tracking the Chips for Europe Initiative and Important Projects of Common European Interest (IPCEI) The SEMI Europe recommendations underscore the importance of the European Commission in prioritizing strategic investments and establishing robust policy frameworks that promote collaboration across sectors, advance sustainable innovation, and cultivate a skilled workforce, thereby ensuring Europe's competitive standing within the global semiconductor industry. "SEMI Europe is committed to engaging with stakeholders to advocate for a comprehensive 'Chips Act 2.0' initiative that will address gaps in the current framework," said Altimime. "This initiative will help solidify Europe's position in the global semiconductor sector, boost competitiveness, and enhance security." Visit SEMI Global Advocacy to learn more about its public policy efforts and developments, and SEMI Workforce Development for information on its work to address the microelectronics industry's talent needs. SEMI Europe Advocacy Discover how SEMI Europe Advocacy & Public Policy supports the microelectronics industry across trade, taxes, talent, and R&D or become involved by contacting euadvocacy@semi.org. About SEMISEMI® is the global industry association connecting over 3,000 member companies and 1.5 million professionals worldwide across the semiconductor and electronics design and manufacturing supply chain. We accelerate member collaboration on solutions to top industry challenges through Advocacy, Workforce Development, Sustainability, Supply Chain Management and other programs. Our SEMICON® expositions and events, technology communities, standards and market intelligence help advance our members' business growth and innovations in design, devices, equipment, materials, services and software, enabling smarter, faster, more secure electronics. Visit www.semi.org, contact a regional office, and connect with SEMI on LinkedIn and X to learn more. Contact Information: Stefano Orlando / SEMI EuropePhone: +32 488 93 39 88Email: sorlando@semi.org Samer Bahou / SEMI CorporatePhone: +1 408 943 7870Email: sbahou@semi.org
MILPITAS, Calif., Nov. 19, 2024 /PRNewswire/ -- The global semiconductor manufacturing industry in the third quarter of 2024 showed strong momentum with all key industry indicators performing positive quarter-on-quarter (QoQ) increases for the first time in two years, SEMI announced today in its Q3 2024 publication of the Semiconductor Manufacturing Monitor (SMM) Report, prepared in partnership with TechInsights. The growth is fueled by seasonal factors and strong demand from investments in AI data centers, however, the consumer, automotive, and industrial segments are experiencing a slower pace of recovery. The growth trend is expected to continue into the fourth quarter of 2024. After declining in the first half of 2024, electronic sales rebounded in Q3 2024, growing 8% QoQ, with a projected QoQ increase of 20% in Q4 2024. IC sales also rose by 12% QoQ in Q3 2024 and are expected to grow another 10% in Q4 2024. Overall, IC sales are forecasted to increase over 20% in 2024, primarily driven by memory products due to price improvement across the board and strong demand for data center memory chips. Similar to the electronics sales, semiconductor capital expenditures (CapEx) decreased in the first half of 2024, but the trend is turning positive starting in Q3 2024. Memory-related CapEx is surging 34% QoQ and 67% year-on-year (YoY) in Q3 2024 reflecting improvement in the memory IC market compared to the same period of the last year. In Q4 2024, total CapEx is expected to jump 27% relative to Q3 2024 levels and 31% YoY, with memory-related CapEx leading this growth at 39% YoY. The semiconductor capital equipment segment remains strong and is performing better than previously expected due to substantial investments from China and increased spending for high-bandwidth memory and advanced packaging. Wafer Fab Equipment (WFE) spending increased 15% YoY and 11% QoQ in Q3 2024. China's investment continues to play a significant role in the WFE market. Additionally, both the Test and the Assembly and Packaging segments experienced impressive YoY increases of 40% and 31%, respectively, in Q3 2024, and this growth is anticipated to continue for the remainder of the year. In Q3 2024, installed wafer fab capacity reached 41.4 million wafers per quarter (in 300mm wafer equivalent) and is projected to rise by 1.6% in Q4 2024. Foundry and Logic-related capacity continues to show stronger increases, growing 2.0% in Q3 2024 and is projected to rise 2.2% in Q4 2024 driven by capacity expansion for both advanced and mature nodes. Memory capacity increased 0.6% in Q3 2024 and is forecasted to maintain the same pace of growth in Q4 2024. This growth is driven by strong demand for high bandwidth memory (HBM) but is partially offset by process node transitions. "The semiconductor capital equipment segment continues to exhibit growth momentum, bolstered this year by strong investments from China and increased spending on advanced technologies," said Clark Tseng, Senior Director of Market Intelligence at SEMI. "Additionally, the continued expansion of fab capacity, especially in the foundry and logic segments, underscores the industry's commitment to meeting the growing demand for advanced semiconductor technologies." "2024 has shown two sides within the semiconductor industry," said Boris Metodiev, Director of Market Analysis at TechInsights. "While consumer, automotive, and industrial markets have struggled, AI has thrived, boosting average selling prices in memory and logic products. As interest rates decrease heading into 2025, consumer sentiment is expected to improve, encouraging larger purchases and supporting both the consumer and automotive markets." Global Semiconductor Manufacturing Industry Records Strong Growth in Q3 2024, SEMI Reports Sources: SEMI (www.semi.org) and TechInsights (www.techinsights.com), November 2024 The Semiconductor Manufacturing Monitor (SMM) report provides end-to-end data on the worldwide semiconductor manufacturing industry. The report highlights key trends based on industry indicators including capital equipment, fab capacity, and semiconductor and electronics sales, and includes a capital equipment market forecast. The SMM report also contains two years of quarterly data and a one-quarter outlook for the semiconductor manufacturing supply chain including leading IDM, fabless, foundry, and OSAT companies. An SMM subscription includes quarterly reports. Download a sample of the Semiconductor Manufacturing Monitor report. For more information on the report or to subscribe, please contact the SEMI Market Intelligence Team at mktstats@semi.org. Details on SEMI market data are available at SEMI Market Data. About SEMI SEMI® is the global industry association connecting over 3,000 member companies and 1.5 million professionals worldwide across the semiconductor and electronics design and manufacturing supply chain. We accelerate member collaboration on solutions to top industry challenges through Advocacy, Workforce Development, Sustainability, Supply Chain Management and other programs. Our SEMICON® expositions and events, technology communities, standards and market intelligence help advance our members' business growth and innovations in design, devices, equipment, materials, services and software, enabling smarter, faster, more secure electronics. Visit www.semi.org, contact a regional office, and connect with SEMI on LinkedIn and X to learn more. Association ContactSamer Bahou/SEMI CorporatePhone: 1.408.943.7870Email: sbahou@semi.org
A12 藝術空間
SEMI
請先登入後才能發佈新聞。
還不是會員嗎？立即 加入台灣產經新聞網會員 ，使用免費新聞發佈服務。 （服務項目） （投稿規範）
