Semiconductor Equipment and Materials International (SEMI) published 2019’s first quarter report earlier this month saying that the semiconductor industry spending would decrease 14 percent to 53 billion. But as the demand of chips in industries such as mobile communication, internet, and car increases, it is expected that the semiconductor industry spending would increase 27 percent to record-breaking 67billion.

SEMI旗下產業研究與統計事業群(Industry & Statistics Group)指出,受到記憶體產業衰退影響,已連續三年成長的晶圓廠設備支出榮景,即將在2019年告一段落。

SEMI’s Industry & Statistics Group pointed out that due to the decline of RAM (rapid access memory) industry, the three consecutive years of growth that the semiconductor industry had experienced will come to a stop in 2019.


For the last two years, RAM accounted for 55 percent of the production of the semiconductor industry and will drop to 45 percent in 2019. But the Industry & Statistics Group emphasize that it will return to 55 percent in 2020.

SEMI檢視每半年的晶圓廠設備支出趨勢圖後可以看出,由於2018下半年起記憶體庫存的增加以及終端需求疲軟,導致2018下半年DRAM和NAND(3D NAND)相關支出開始修正,進而拖累記憶體支出下滑14%

SEMI analyzed that due to the increase of in-stock RAM and the decrease in demand, RAM spending decreased 14 percent as the spending on DRAM and NAND decreased in the second half of 2018.


This slump will drop will continue until the second quarter of 2019 with an expected drop of 36 percent but will hopefully bounce back 35 percent during the second half of 2019.


Even though RAM spending will bounce, reports suggested that the global spending this year will still drop 30 percent comparing to 2018.


SEMI pointed out that wafer foundry is the second largest spending in the semiconductor industry. The spending has been around 25 percent to 30 percent for the last two years and is expected to be around 30 percent for the next two years.


SEMI said that even though the changes in wafer foundry department are usually less than the memory department, wafer foundry department is still not immune to market change.


For example, after the memory decline started, spending in wafer foundry also deceased for 13 percent in 2018 comparing to the first two quarters.