Monday, December 17, 2018

SEMI Forecasts Fab Investment Drop

SEMI: Total fab equipment spending in 2019 is projected to drop 8%, a sharp reversal from the previously forecast increase of 7% as fab investment growth has been revised downward for 2018 to 10% from the 14% predicted in August, according to the latest edition of the World Fab Forecast Report.

However, image sensor fab spending remains a bright spot: "Opto – especially CMOS image sensors – shows strong growth, surging 33 percent to US$3.8 billion in 2019:"


  1. This plot above shows exactly the contrary of what is happening for opto / CIS...

    1. The yellow line is a growth rate. It's still positive in 2019 and is equal to ~33% in mid-2019.


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