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KUALA LUMPUR: Global silicon wafer area shipments rose 6% to 3,534 million square inches in the second quarter to June which was a fresh record after the historic high in the first quarter.
KUALA LUMPUR: North America-based semiconductor equipment manufacturers posted US$3.67bil in billings worldwide in June 2021 as demand for chips continues to accelerate.
KUALA LUMPUR: TA Securities Research is maintaining its overweight stance on the semiconductor sector as it expects chip demand to remain robust and it has buy calls on Inari, Unisem and MPI and sell on Elsoft.
US firm stepping up localisation of supply chain
KUALA LUMPUR: US-based Lam Research Corporation, a leading provider of wafer fabrication equipment (WFE), which made Malaysia a manufacturing centre of excellence, plans to add further capacity, according to an analyst report.
Global semiconductor equipment manufacturers posted strong billings in the first quarter ended March 31, with South Korea recording the highest billings, underpinned by the surge in demand for chips for use in electronic products to cars.
North America-based semiconductor equipment manufacturers posted US$3.41bill in billings worldwide in April 2021, based on a three-month average basis.
PETALING JAYA: Worldwide sales of semiconductor manufacturing equipment surged 19% to a new all-time high of US$71.2bil in 2020 from US$59.8bil in 2019, according to US-based Semiconductor Equipment Manufacturers Industry (SEMI).