A Conversation With SEMI'S Market Intelligence Team About the World Fab Forecast

3D InCites Podcast

English - September 22, 2022 13:00 - 31 minutes - 21.9 MB - ★★★★★ - 6 ratings
Technology Business Marketing semiconductor industry b2b marketing technology trends sustainability diversity and inclusion Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed

Previous Episode: A Conversation about The Advantages of Collaboration between the Mexico and the US for Semiconductor Manufacturing

Next Episode: A Conversation with Riko Radojcic About Writing a Semiconductor High Tech Thriller

Send us a Text Message.

This SEMI Market intelligence Report podcast features Sanjay Malhotra, Vice President of SEMI’s Corporate Marketing and the Market Intelligence Team (MIT), and Christian Dieseldorff, Senior Principal Analyst. The conversation focuses on the World Fab Forecast, its history, how data is gathered, and how semiconductor manufacturers and suppliers use it to guide their business decisions.

Sanjay starts things off by recapping the Market Symposium at SEMICON West, and the midyear forecast presented there. He also shares how he used the World Fab Forecast during his years in the industry.

Christian talks about the outlook for new fabs and fab expansions, and how much this activity represents future capacity increases from both an actual and historical standpoint. Most importantly, he and Sanjay put fab expansion numbers and capacity into context.

Lastly, Christian talks about the impact of the US CHIPS and Science Act, and other global incentives around the world. He and Sanjay provide some valuable insights to consider when reviewing the World Fab Forecast to help listeners make the most of this useful tool.

You can learn more about SEMI Market Reports here. For specific questions, email the Market Intelligence team at [email protected].

Find our Guests on LinkedIn:

Sanjay Malhotra, VP of Corporate Marketing and the MITChristian Dieseldorff, Senior Principal Analyst, MITSEMI
A global association, SEMI represents the entire electronics manufacturing and design supply chain.

Disclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.

Support the Show.

Become a sustaining member!

Like what you hear? Follow us on LinkedIn and Twitter

Interested in reaching a qualified audience of microelectronics industry decision-makers? Invest in host-read advertisements, and promote your company in upcoming episodes. Contact Françoise von Trapp to learn more.

Interested in becoming a sponsor of the 3D InCites Podcast? Check out our 2024 Media Kit. Learn more about the 3D InCites Community and how you can become more involved.