KUALA LUMPUR (Oct 3): Global sales of semiconductors rose 23.9% year-on-year in August to US$35 billion for the month of August 2017, from US$28.2 billion a year earlier, according to the U.S.-based Semiconductor Industry Association (SIA)
In a statement on its website yesterday, the SIA said the figure was 4% more than the July 2017 total of US$33.6 billion.
SIA said all major regional markets posted both year-to-year and month-to-month increases in August, and the Americas market led the way with growth of 39% year-to-year and 8.8% month-to-month.
All monthly sales numbers are compiled by the World Semiconductor Trade Statistics (WSTS) organisation and represent a three-month moving average.
SIA president and CEO John Neuffer said global semiconductor sales were up significantly in August, increasing year-to-year for the thirteenth consecutive month and reaching $35 billion for the first time.
“Sales in August increased across the board, with every major regional market and semiconductor product category posting gains on a month-to-month and year-to-year basis.
“Memory products continue be a major driver of overall market growth, but sales were up even without memory in August,” said Neuffer.
SIA said year-to-year sales increased in the Americas (39%), China (23.3%), Asia Pacific/All Other (19.5%), Europe (18.8%), and Japan (14.3%).
It said month-to-month sales increased in the Americas (8.8%), China (3.7%), Japan (2.8%), Asia Pacific/All Other (2.2%), and Europe (0.6%).
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Export-oriented firms bullish on business prospects within the next 6 months: RAM http://www.klsescreener.com/v2/news/view/287611
2017-10-03 18:48
Newer growth areas have emerged for chipmakers, including Autonomous Cars, Artificial Intelligence, Cloud Computing, Virtual Reality, Gaming, Wearables and Internet of Things (IoT).
There is a lot of innovation going on in the industry; chipmakers are adopting new materials and technologies to manufacture smaller and more efficient chips.
Samsung ups its US$8 bil bet on self-driving cars
http://www.theedgemarkets.com/article/samsung-ups-its-us8-bil-bet-selfdriving-cars
2017-10-03 19:00
“Our markets are strong and getting stronger. New technology inflections like AI and big data will increase demand for high-performance semiconductor processing and storage,” said Gary Dickerson, president and CEO of Applied Materials.
“The move to artificial intelligence signals a new era for computing that is driving major changes to the way logic and memory chips are designed and manufactured,” said Dickerson. “New materials and innovative chip architectures will increasingly be needed to bring faster processors and more efficient memory to market.”
2017-10-03 19:01
Govt to focus on technology sector advancement in Budget 2018, says RHB Research
Read more:
http://www.theedgemarkets.com/article/govt-focus-technology-sector-advancement-budget-2018-says-rhb-research?type=malaysia
2017-10-03 19:01
According to Wells Fargo, data from the Semiconductor Industry Association shows that DRAM sales rose 85% in August, following equally large gains in July and June. Sales for the broader semiconductor industry rose 25% in August.
2017-10-03 23:12
Historically, the research house said Q4 tends to perform positively over the past 20 years, with 70% chances of higher close.
"Judging from the technical indicators, the FBM KLCI may chart a mild recovery towards year end within a projected range of 1,740-1,800 points. We have an unchanged fundamental-driven year-end target of 1,760 points."
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http://www.iii.co.uk/articles/447588/why-emerging-markets-could-be-haven-potential-shocks
Why Emerging Markets Are Popping Again Despite the Risks
Inflows set to top $1 trillion, highest in three years, as those countries grow, developed world slows
https://www.wsj.com/articles/emerging-market-inflows-to-pass-1-trillionbut-will-the-demand-last-1507035775
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2017-10-03 23:49
Most Asean markets up, Philippines hits record highs | http://www.klsescreener.com/v2/news/view/288845
2017-10-04 21:46
hstha
South Korea's Exports Surge to Record on Steel, Semiconductors
October 1, 2017
By industry, exports of semiconductors rose 70 percent amid soaring DRAM chip prices
https://www.bloomberg.com/news/articles/2017-10-01/south-korea-s-exports-surge-to-record-on-steel-semiconductors
2017-10-03 18:44