Huawei and ZTE banned from selling 5G <span style='color:red'>equipment</span> to Australia
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Huawei and ZTE banned from selling 5G equipment to Australia

China's Huawei and ZTE have been banned from providing 5G technology equipment to Australia.Huawei made a statement on Twitter Thursday saying that the Australian government had made the move despite the Chinese firm "safely and securely" delivering wireless technology in the country for nearly 15 years.Twitter Ads info and privacyA spokesperson for Australia's Department of Communications and the Arts, which overseas telecoms regulations, did not say Huawei and ZTE had been banned specifically, but pointed CNBC toward a statement released Thursday regarding security guidance for Australian mobile carriers."The government considers that the involvement of vendors who are likely to be subject to extrajudicial directions from a foreign government that conflict with Australian law, may risk failure by the carrier to adequately protect a 5G network from unauthorized access or interference," part of the statement said, highlighting that the government feels both Chinese firms could post national security threats.Huawei and ZTE were not immediately available for comment.5G next generation mobile internet technology is touted as being the backbone of future cities and even driverless cars. Many countries, including China and the U.S., are laying the groundwork to roll this technology out in the next few years. But it is also highly politicized with China and the U.S. battling it out to become a leader in the technology.In the U.S., Huawei and ZTE are restricted from selling telecoms equipment because of national security concerns.
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Release time：2018-08-24 00:00 reading：1040 Continue reading>>
WFE semiconductor <span style='color:red'>equipment</span> billings to drop 24% in second half of 2018
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WFE semiconductor equipment billings to drop 24% in second half of 2018

On the heels of a 37.3% growth in wafer front end (WFE) semiconductor equipment growth in 2017, the market will grow only 10% in 2018 to $62.3 billion, according to the report “The Global Semiconductor Equipment: Markets, Market Shares, Market Forecasts,” recently published by The Information Network,  a New Tripoli, PA-based market research company.For the first six months of 2018, WFE billings were $35.3 billion, meaning billings of $27.0 billion will be registered in the second half of 2018 if the sector as a whole grows 10% in CY 2018.This means a drop of 24% between 1H 2018 and 2H 2018.The chart below shows that U.S. equipment companies held a 48.8% share of the total sector in 1H 2018 followed by Japan with a 30.3% share and ROW (primarily Europe) with a 26.9% share. For 2H 2018, the weak Japanese Yen means Japan will have a 29.1% share, but stronger EUV sales by ASML will mean Europe’s share will grow to 28.0%.The memory market is moving into a period of oversupply: NAND oversupply started six months ago and has resulted in device price drops, while DRAMs will reach an oversupply situation in the next few months. As a result, market leader Samsung Electronics has pushed out purchases. Foundry leader TSMC has reduced its estimate for sales revenue growth in 2018 and its capital expenditure budget.
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Release time：2018-08-17 00:00 reading：1339 Continue reading>>
Big changes at the top and bottom of Q1 semiconductor <span style='color:red'>equipment</span> market shares
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Big changes at the top and bottom of Q1 semiconductor equipment market shares

Market shares of semiconductor equipment manufacturers shifted significantly in Q1 2018 as Applied Materials, the top supplier dropped, according to the report “Global Semiconductor Equipment: Markets, Market Shares, Market Forecasts,” recently published by The Information Network, a New Tripoli-based market research company.The chart below shows shares for the first quarter (Q1) of calendar year 2017 and 2018. Market shares are for equipment only, excluding service and spare parts, and have been converted for revenues of foreign companies to U.S. dollars on a quarterly exchange rate.Applied Materials lost significant market share YoY, from 18.4% of the $13.1 billion Q1 2017 market to 17.7% of the $17.0 billion Q1 2018 market. This drop follows a 1.8 share-point loss by Applied Materials for CY 2017 compared to 2016. The company competes with Lam Research and TEL in the deposition and etch market, and both gained share at the expense of Applied Materials.At the other end of the spectrum, smaller semiconductor companies making up the “other” category lost 2.4 share points as a whole.Much of the equipment revenue growth was attributed to strong growth in the DRAM and NAND sectors, as equipment was installed in memory manufacturers Intel, Micron Technology, Samsung Electronics, SK Hynix, Toshiba, and Western Digital. The memory sector, which grew grown 61.5% in 2017, is forecast to add another 28.5% in 2018 according to industry consortium WSTS (World Semiconductor Trade Statistics).TEL recorded growth of 120.3% YoY in Korea, much of it on NAND and DRAM sales to Samsung Electronics and SK Hynix, and 69.5% YoY in Japan, much of it on NAND sales to Toshiba at its Fab 6 in Kitakami, Japan. Lam Research gained 42.2% and 70.5% YoY, respectively, in Korea and Japan.Following the strong growth in the semiconductor equipment market, The Information Network projects another 11.5% growth in 2018 for semiconductor equipment.
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Release time：2018-07-11 00:00 reading：1636 Continue reading>>
$62.7B semiconductor <span style='color:red'>equipment</span> forecast: Top previous record, Korea at top but China closes the gap
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$62.7B semiconductor equipment forecast: Top previous record, Korea at top but China closes the gap

Releasing its Mid-Year Forecast at the annual SEMICON West exposition, SEMI, the global industry association representing the electronics manufacturing supply chain, today reported that worldwide sales of new semiconductor manufacturing equipment are projected to increase 10.8 percent to $62.7 billion in 2018, exceeding the historic high of $56.6 billion set last year. Another record-breaking year for the equipment market is expected in 2019, with 7.7 percent forecast growth to $67.6 billion.The SEMI Mid-Year Forecast predicts wafer processing equipment will rise 11.7 percent in 2018 to $50.8 billion. The other front-end segment, consisting of fab facilities equipment, wafer manufacturing, and mask/reticle equipment, is expected to jump 12.3 percent to $2.8 billion this year. The assembly and packaging equipment segment is projected to grow 8.0 percent to $4.2 billion in 2018, while semiconductor test equipment is forecast to increase 3.5 percent to $4.9 billion this year.In 2018, South Korea will remain the largest equipment market for the second year in a row. China will rise in the rankings to claim the second spot for the first time, dislodging Taiwan, which will fall to the third position. All regions tracked except Taiwan will experience growth. China will lead in growth with 43.5 percent, followed by Rest of World (primarily Southeast Asia) at 19.3 percent, Japan at 32.1 percent, Europe at 11.6 percent, North America at 3.8 percent and South Korea at 0.1 percent.SEMI forecasts that, in 2019, equipment sales in China will surge 46.6 percent to $17.3 billion. In 2019, China, South Korea, and Taiwan are forecast to remain the top three markets, with China rising to the top. South Korea is forecast to become the second largest market at $16.3 billion, while Taiwan is expected to reach $12.3 billion in equipment sales.The following results are in terms of market size in billions of U.S. dollars:The Equipment Market Data Subscription (EMDS) from SEMI provides comprehensive market data for the global semiconductor equipment market. A subscription includes three reports: the monthly SEMI Billings Report, which offers an early perspective of the trends in the equipment market; the monthly Worldwide Semiconductor Equipment Market Statistics (SEMS), a detailed report of semiconductor equipment bookings and billings for seven regions and over 22 market segments; and the SEMI Mid-year Forecast, which provides an outlook for the semiconductor equipment market.
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Release time：2018-07-10 00:00 reading：1450 Continue reading>>
Equipment Billings Hit 20 Months of Growth
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Equipment Billings Hit 20 Months of Growth

The three-month moving average for global billings among North American semiconductor equipment vendors increased by 19 percent in May, continuing an impressive run that has seen them increase on a year-over-year basis for 20 consecutive months.Billings for North American tool vendors reached $2.7 billion in May, up from $2.27 billion in May 2017, according to the SEMI trade organization. Billings also increased on a sequential basis, rising 0.6 percent compared to $2.69 billion in April, SEMI said.“May 2018 monthly global billings of North American equipment manufacturers exceeded last month's level to set yet another record,” said Ajit Manocha, SEMI president and CEO, in a press statement. “Demand for semiconductor equipment remains strong on the back of smart, data-centric applications such as artificial intelligence, Internet of Things, big data and edge computing.”
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Release time：2018-06-27 00:00 reading：1337 Continue reading>>
Q1 Chip Equipment Bookings Reached $17 Billion
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Q1 Chip Equipment Bookings Reached $17 Billion

 Global billings for semiconductor manufacturing equipment reached a record $17 billion in the first quarter after posting a record monthly total in March, according to the SEMI trade organization.Quarterly billings for March represented a 12 percent increase from the previous record total set in the fourth quarter of last year, SEMI said. First quarter billings were up 30 percent compared with the first quarter of 2017, according to the trade group.March billings totaled $7.8 billion, up 59 percent from March 2017, SEMI said.
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Release time：2018-06-12 00:00 reading：1535 Continue reading>>
Chip Equipment Sales Remain Strong
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Chip Equipment Sales Remain Strong

　　The semiconductor capital equipment market continues to hum along with sales remaining on an upward trajectory in February, with market watchers continuing to anticipate a fourth consecutive year of fab tool spending growth.　　The three-month moving average of fab tool sales for North American and Japanese semiconductor gear makers increased on both a sequential and annual basis, according to industry trade groups.　　SEMI, the trade association that represents North American semiconductor equipment vendors, reported that North American equipment firms posted $2.41 billion in worldwide bookings in February, up 2 percent from January and up 22 percent compared to February 2017.　　Meanwhile, SEMI's Japanese counterpart, the Semiconductor Equipment Association of Japan (SEAJ), said Japanese fab tool vendors reported billings of 170.5 billion yen (about $1.6 billion) in February, up 7 percent from January and up 24 percent from February 2017.　　“February billings remain at a level indicating another positive year for semiconductor equipment spending," said Ajit Manocha, president and CEO of SEMI, in a press statement.　　SEMI is projecting that fab tool spending will grow about 9 percent this year compared to last year's record total, reaching more than $62 billion. A surge in spending on equipment for 14 wafer fabs in China that started construction in 2017 is largely credited with projected growth in 2018 and 2019, when global spending is forecast to rise by an additional 5 percent.　　The semiconductor industry has not had three consecutive years of equipment spending increases since the mid-1990s.
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Release time：2018-03-29 00:00 reading：1430 Continue reading>>
Semiconductor Equipment Sales Back on the Rise
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Semiconductor Equipment Sales Back on the Rise

　　Sales by North American semiconductor equipment manufacturers increased in November compared with October, the first month of sequential increase in five months, according to the SEMI trade association.　　The three-month average of billings by North American tool makers rose by 1.6 percent from October, reaching $2.05 billion, SEMI said. November billings were 27.2 percent higher than November 2016, the organization said.　　SEMI's Japanese counterpart, the Semiconductor Equipment Association of Japan, reported that November billings for Japanese semiconductor equipment totaled about $1.54 billion, a decrease of less than 1 percent from October but an increase of 21.1 percent from November 2016.　　The semiconductor equipment industry remains firmly on track to post record sales in 2017. SEMI last week raised its forecast for full-year sales to a record $55.9 billion,which would represent an increase of 35.6 percent from last year.　　"Year-to-date equipment spending is well on track to set a historical high, and we expect that positive momentum to continue into next year as new fabs in China begin to equip," said Dan Tracy, SEMI's senior director of industry research and statistics, in a statement.
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Release time：2017-12-25 00:00 reading：1435 Continue reading>>
DesignSpark Safety enables embedded safety in <span style='color:red'>equipment</span> development
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DesignSpark Safety enables embedded safety in equipment development

　　RS Components (RS), supported by Schmersal and 3M who are developers of safety products for industry, has launched DesignSpark Safety, the latest tool to be added to the growing DesignSpark portfolio of free-for-download software for product designers and engineers.　　Accessible via the DesignSpark.com community website, DesignSpark Safety is an intuitive risk-assessment tool that enables companies to embed safety into their end-to-end product design process for the development of machinery.　　DesignSpark Safety is an embedded software solution that comes with associated support materials, and provides designers with a risk score for their planned product development. It is intended to aid the provision of CE Mark documentation, as well as helping in the reduction of potential hazards and ensuring compliance with the global ISO 12100 safety-standard, which specifies basic terminology, principles and a methodology for achieving safety in the design of machinery.　　Key users are expected to find significant value in the tool and include industrial machinery designers and integrators, along with industrial engineers tasked with improving safety standards on existing machinery.　　The new tool enables companies and designers of machinery to meet all the relevant regulations, standards and directives, and minimise the risk of injury to those employed in industries such as manufacturing and processing, among many others.　　DesignSpark Safety is also intended to help significantly reduce costs for users by removing the need for potentially costly external consultants to carry out detailed risk assessments. Although spreadsheet templates are commonly used in the industry as a more affordable alternative to consultants, they do not always provide an appropriate level of detail and do not provide the relevant documentation upon completion.　　“DesignSpark Safety is the first powerful and free risk-assessment tool to be made available in the industry,” said Mike Bray, Vice President of DesignSpark at RS. “In addition to expanding the DesignSpark portfolio, the software delivers exceptionally easy access to a professional solution for all engineers by removing the barriers of cost and complexity. Embedding safety into their product development enables the streamlining of designs and the avoidance of costly retrofit solutions.”
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Release time：2017-10-31 00:00 reading：2501 Continue reading>>
Semiconductor Equipment Market Cools Further
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Semiconductor Equipment Market Cools Further

　　Sales of semiconductor manufacturing equipment declined from August to September, the third consecutive month of sequential decrease as a market that has been red hot for more than a year continues to cool.　　The three-month average of semiconductor equipment billings from North American tool manufacturers declined to $2.03 billion in September, down 7 percent from August, according to the SEMI trade association. However, billings remained well ahead of the pace of September 2016 by 36 percent, SEMI said.　　According to Ajit Manocha, SEMI's president and CEO, true semiconductor equipment billings (not averaged) from North American manufacturers was about $2 billion, down 12 percent from the peak level set in June. "Total billings through the first three quarters of this amazing year have surpassed total billings for all of 2016," Manocha added.　　The equipment market remains on pace for a record year, with sales of greater than $49 billion.　　Meanwhile, the Semiconductor Equipment Association of Japan reported that the three-month average of billings among Japanese tool vendors slipped to about $1.39 billion, down 2 percent compared to December. The September billings figure was 20 percent higher than September 2016, SEAJ said.
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Release time：2017-10-26 00:00 reading：1282 Continue reading>>

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