Semiconductor & Technology Specialist, Ingenuity

William Keating

Semiconductor & Technology Specialist

Ingenuity

Our focus is exclusively on in-depth research & consulting in the broader semiconductor industry. We focus on the key players, namely Intel, Micron, Qualcomm, Apple, Samsung, NVIDIA, AMD, TSMC & Global Foundries - as well as some of the lesser known, but nonetheless critical, companies such as ASML (for EUV), Mellanox, Cavium, Xilinx etc. We specialise in their products, roadmaps, process technologies, competitive advantages & threats etc. We also help our clients understand the implications of new and emerging technologies, e.g. 3D X-Point, 3D NAND, Carbon Nanotubes, Autonomous Driving, Graphene, Silicon Photonics, Wafer-Level Optics, Artificial Intelligence, FPGA, GPU, ASIC etc. 

Semiconductor Analysis & Research

Thematic (Sector/Industry)

<p>The semiconductor sector has grown at a remarkable pace for the past nine months and there’s little sign of it slowing down anytime soon. In June 2017, the World Semiconductor Trade Statistics (WSTS) organization <a href="https://www.wsts.org/PRESS/Recent-News-Release" target="_blank">updated</a> their 2017 semiconductor sales forecast (based on Q1 2017 actual sales),  to 11.5%.  On August 4th 2017, the Semiconductor Industry Association (SIA), again based on WSTS numbers, announced that 2017 mid-year global semiconductor sales were up 21% compared to 2016, details <a href="https://www.semiconductors.org/news/2017/08/04/global_sales_report_2017/mid_year_global_semiconductor_sales_up_21_percent_compared_to_2016/" target="_blank">here</a>. To put these numbers in context, semiconductor sales have grown at a CAGR of 7.8% between 1987 and 2017. What lies beneath the current extraordinary growth numbers- how long are they likely to persist and which companies are benefiting the most?</p>

The semiconductor sector has grown at a remarkable pace for the past nine months and there’s little sign of it slowing down anytime soon. In June 2017, the World Semiconductor Trade Statistics (WSTS) organization updated their 2017 semiconductor sales forecast (based on Q1 2017 actual sales),  to 11.5%.  On August 4th 2017, the Semiconductor Industry Association (SIA), again based on WSTS numbers, announced that 2017 mid-year global semiconductor sales were up 21% compared to 2016, details here. To put these numbers in context, semiconductor sales have grown at a CAGR of 7.8% between 1987 and 2017. What lies beneath the current extraordinary growth numbers- how long are they likely to persist and which companies are benefiting the most?

A Brief Analysis Of The Current Semiconductor Growth Cycle

Making sense of the Global Market, Euromonitor International Ltd.

Yu Mitsuhashi

Making sense of the Global Market

Euromonitor International Ltd.

We are a global market research company focused on industries, countries, economies and consumers worldwide. Our cross-country comparable research helps your organisation identify opportunities and develop growth strategies in countries and regions across the globe. With offices around the world, 1,200 analysts in 100 countries and market research on every key trend and driver, we give you powerful access to the real story behind consumer change.

<p>In this second of a series of articles examining the FashionTech scene in Japan, Euromonitor International looks at Japanese FashionTech companies operating in BtoC areas, particularly via sharing economy and personalisation. For the first article, please click <a href="https://www.smartkarma.com/insights/can-tech-save-the-declining-japanese-apparel-industry-fashiontech-series-1-3" target="_blank">here</a>.</p>

In this second of a series of articles examining the FashionTech scene in Japan, Euromonitor International looks at Japanese FashionTech companies operating in BtoC areas, particularly via sharing economy and personalisation. For the first article, please click here.

Can Tech Save The Declining Japanese Apparel Industry? Fashion-Tech Series (2/3)

Japan

SCREEN Holdings Co Ltd.  manufactures and sell semiconductors, FPD devices, commercial printing and printed circuit boards(PCB). The company also provides additional services for its products.

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SCREEN Holdings (7735 JP)

A Brief Analysis Of The Current Semiconductor Growth Cycle

The semiconductor sector has grown at a remarkable pace for the past nine months and there’s little sign of it slowing down anytime soon. In June...

William Keating

Can Tech Save The Declining Japanese Apparel Industry? Fashion-Tech Series (2/3)

In this second of a series of articles examining the FashionTech scene in Japan, Euromonitor International looks at Japanese FashionTech companies...

Euromonitor International Ltd.

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