Strong growth forecast for IC industry on tight capacity, pent-up demand
Pent-up demand and mis-timed capacity investment could cause rapid IC industry growth.
Future Horizons
Capacity shortages loom if 2017 growth repeats
If current market trends persist, shortages in wafers are likely to follow, hurting the ability of some companies to ship silicon and boost the prices for those who can.
Wafer expansion hits the buffers
What's old is new: 200mm wafers are returning and driving shortages while 450mm fades into the distance.
Capacity may force uptick in chip prices, says analyst
Chip pricing could see a significant uptick because of reduced investment in fab capacity, according to Future Horizons.
Future Horizons: prepare for a tight 2014
Even though inventories are slack right, chipmakers could be struggling to find wafers in 2014.
The silicon industry’s crunch time
Future Horizon’s forecast meeting for the first half of 2013 made it clear how the electronics sector and the semiconductor industry in particular is facing big problems.
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