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SEMI's semiconductor manufacturer consensus expectation is for 63% growth to revenues this year.
SEMI's semiconductor manufacturer consensus expectation is for 63% growth to revenues this year. This would bring industry sales to $36.2bn from $22.2bn in 2003. For 2005, the industry sees 24% growth to $44.8bn. In 2007, the market is expected to reach $48bn.
"SEMI members generally believe the peak of this market cycle will occur in Q2 2005," says SEMI president/CEO Stanley Myers.
The China and Taiwan markets are expected to see the strongest growth rates in buying at 152% and 140%, respectively. The interviews with companies representing a majority of semiconductor equipment sales occurred during May and June 2004.
TSMC reports its June 2004 wafer sales at TWD22.519bn, a 26.2% increase on June 2003.
