SEMI Taiwan Homepage sctaiwan_logo_2015
   
   
Topic:

Semis/Memory/Semiscap Outlook: Facing the smartphones deceleration
   
Abstract:

• Macro / end markets update
• Focus on smartphones growth deceleration (which we outlined as a key risk at SEMICON Taiwan 2013) and impact on semis industry
• Semis cycle update and revised forecasts
• Memory semis cycle update (DRAM / NAND) and revised forecasts
• Focus on scalability challenges for semis industry
• Revised semis capex / WFE forecasts
• Wrap up