Industry Trends

• The Global Semiconductor Industry Reached $115.8 Billion in Q1 2018, IHS Markit Says

  Global semiconductor industry revenue declined 3.4 percent in the first quarter of 2018 falling to $115.8 billion. Semiconductor industry performance was negatively affected by the declining sales and first-quarter seasonality ...

• Automation Testing Market Worth 19.27 Billion USD by 2023

  According to a new market research report "Automation Testing Market by Technology (IoT, AI, and Big Data), Testing Type (Functional, Performance, Compatibility, and Security), Service (Advisory & Consulting, Managed, and Implementation), Endpoint Interface, and Region - Global Forecast to 2023", published by MarketsandMarkets™, the market size is expected to grow from USD 8.52 Billion in 2018 to USD 19.27 Billion by 2023, at a Compound Annual Growth Rate (CAGR) of 17.7% during the forecast period (2018-2023)....

• 400GbE to Drive the Majority of Data Center Ethernet Switch Bandwidth Within Five Years, Forecasts Crehan Research

  In its newly published Data Center Switch Long-Range Forecast Report, Crehan Research Inc. predicts that 400 gigabit Ethernet (GbE) switches will see initial shipments this year and will grow exponentially, driving the majority of data center Ethernet switch bandwidth by 2022 (see accompanying figure).

• MU-Buy-Light Bit growth with 20nm Ramps=Short Term, But GMs Better, NAND Soft, Tweaking Estimates, Valuations

  MU reported a solid NovQ driven by strong DRAM revenues and profitability, while NAND was lighter with flat margins. MU guided to a lighter FebQ top line with soft DRAM bit growth driven...

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