Inventories in the EMS Industry
By Dieter Weiss, Founder in4ma The component supply chain disruptions of the past few years have been discussed at length in EMS planning sessions, investor reports and customer calls, but I would contend that the root causes of the problem have not been well understood by the industry. My work at in4ma compiling data […]
Eighteen New Semiconductor Fabs to Start Construction in 2025, SEMI Reports
MILPITAS, Calif. — The semiconductor industry is expected to start 18 new fab construction projects in 2025*, according to SEMI’s latest quarterly World Fab Forecast report. The new projects include three 200mm and fifteen 300mm facilities, the majority of which are expected to begin operations from 2026 to 2027. In 2025, the Americas and Japan are the leading regions with […]
TrendForce: AI Server Market Will Keep Growing Through 2025, with Related Industry Value Projected to Reach US$298 Billion
According to the latest research from TrendForce, the value of the entire server industry is estimated to total US$306 billion in 2024. Within this total, the industry value specifically related to AI servers is estimated to be around US$205 billion, showing stronger growth compared with the industry value related to standard servers. Looking ahead to […]