Dan Tracy, senior director of the International Semiconductor Industry Association Research Center, made the above prediction at a press conference in South Korea on Thursday, and if that is true, all wafer fab manufacturing is expected to benefit from upstream equipment suppliers.
Tracy points out that in the long term, the semiconductor market will lead the market in high-performance computing such as artificial intelligence (AI), virtual reality (VR), augmented reality (AR) and data centers. In addition, Internet of Things and sensing devices in the future will be the semiconductor industry's major customers.
According to SEMI estimates, semiconductor equipment investment in 2017 increased 35.6% year-on-year to a record high of 55.93 billion US dollars. Including the World Semiconductor Trade Statistics Association (WSTS), IHS Markit and Gartner and many other research institutions are optimistic about this year to re-create a new forecast, The growth rate is between 7-8%.
For the first time in memory sales in 2017 exceeded 400 billion US dollars, the semiconductor industry is the most powerful areas of growth, memory factory Samsung also exceeded Intel for the first time, becoming the world's semiconductor revenue leader.