{"id":38967,"date":"2023-11-13T16:35:12","date_gmt":"2023-11-13T08:35:12","guid":{"rendered":"https:\/\/investpenang.gov.my\/global-semiconductor-manufacturing-industry-set-for-q4-2023-recovery-semi-reports\/"},"modified":"2025-11-28T11:54:45","modified_gmt":"2025-11-28T03:54:45","slug":"global-semiconductor-manufacturing-industry-set-for-q4-2023-recovery-semi-reports","status":"publish","type":"post","link":"https:\/\/investpenang.gov.my\/zh-hans\/global-semiconductor-manufacturing-industry-set-for-q4-2023-recovery-semi-reports\/","title":{"rendered":"Global Semiconductor Manufacturing Industry Set for Q4 2023 Recovery, SEMI Reports"},"content":{"rendered":"<div class=\"wpb-content-wrapper\"><p>[vc_row css_animation=&#8221;&#8221; row_type=&#8221;row&#8221; use_row_as_full_screen_section=&#8221;no&#8221; type=&#8221;full_width&#8221; angled_section=&#8221;no&#8221; text_align=&#8221;left&#8221; background_image_as_pattern=&#8221;without_pattern&#8221; el_class=&#8221;sec-inner-banner&#8221; css=&#8221;.vc_custom_1703741584745{background-image: url(https:\/\/investpenang.gov.my\/wp-content\/uploads\/2023\/12\/contact-banner-bg.jpg?id=20253) !important;}&#8221; z_index=&#8221;&#8221;][vc_column][vc_row_inner row_type=&#8221;row&#8221; type=&#8221;grid&#8221; text_align=&#8221;left&#8221; css_animation=&#8221;&#8221; el_class=&#8221;inner-banner-row&#8221;][vc_column_inner][vc_column_text]<\/p>\n<h1 style=\"text-align: center;\">Global Semiconductor Manufacturing Industry Set for Q4 2023 Recovery, SEMI Reports<\/h1>\n<p>[\/vc_column_text][vc_separator type=&#8221;normal&#8221; el_class=&#8221;red-separator&#8221; color=&#8221;#ee4023&#8243; transparency=&#8221;1&#8243; thickness=&#8221;2&#8243; up=&#8221;15&#8243; down=&#8221;15&#8243;][vc_column_text css=&#8221;&#8221; el_class=&#8221;white-text&#8221;]<\/p>\n<p style=\"text-align: center;\">13 November 2021<\/p>\n<p>[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][\/vc_column][\/vc_row][vc_row css_animation=&#8221;&#8221; row_type=&#8221;row&#8221; use_row_as_full_screen_section=&#8221;no&#8221; type=&#8221;grid&#8221; angled_section=&#8221;no&#8221; text_align=&#8221;left&#8221; background_image_as_pattern=&#8221;without_pattern&#8221; css=&#8221;.vc_custom_1703764846254{background-color: #f3f5f8 !important;}&#8221; z_index=&#8221;&#8221;][vc_column el_class=&#8221;fade-in animate&#8221;][vc_empty_space height=&#8221;120px&#8221; el_class=&#8221;height-x120&#8243;][vc_row_inner row_type=&#8221;row&#8221; type=&#8221;grid&#8221; text_align=&#8221;left&#8221; css_animation=&#8221;&#8221;][vc_column_inner][vc_single_image image=&#8221;30557&#8243; img_size=&#8221;full&#8221; qode_css_animation=&#8221;&#8221; el_class=&#8221;single-featured-image&#8221;][\/vc_column_inner][\/vc_row_inner][vc_empty_space height=&#8221;60px&#8221; el_class=&#8221;height-x60&#8243;][vc_row_inner row_type=&#8221;row&#8221; type=&#8221;grid&#8221; text_align=&#8221;left&#8221; css_animation=&#8221;&#8221; el_class=&#8221;content-row&#8221;][vc_column_inner][vc_column_text]<strong>November 13, 2023 \u2013 <\/strong>The global semiconductor manufacturing industry is on track for recovery in the fourth quarter of 2023, setting the stage for continued growth in 2024, SEMI announced today in its Q3 2023 publication of the\u00a0<a href=\"https:\/\/www.semi.org\/en\/products-services\/market-data\/manufacturing-monitor\" target=\"_blank\" rel=\"noopener\">Semiconductor Manufacturing Monitor (SMM) Report<\/a>, prepared in partnership with\u00a0<a href=\"https:\/\/www.techinsights.com\/\" target=\"_blank\" rel=\"noopener\">TechInsights<\/a>.<\/p>\n<p>Electronic sales are predicted to register a robust 22% quarter-over-quarter increase in Q4 2023, adding to 7% growth posted in Q3 2023. IC sales are expected to rise 4% sequentially after improving 7% in Q3 2023 as end demand improves and inventories normalize.<\/p>\n<p>Despite the improvement in electronics and IC sales, semiconductor manufacturing indicators remain soft. Fab utilization rates and capital expenditures continue to decline in the second half of this year. Overall, CapEx on non-memory is expected to outperform memory in 2023, but even spending in the non-memory segments has begun to weaken. Total capital expenditures in Q4 2023 are hovering at the levels seen in Q4 2020.<\/p>\n<p>While overall semiconductor capital equipment sales are declining in line with capital expenditures, the contraction in wafer fab equipment spending has turned out to be much shallower than expected this year. Furthermore, back-end equipment billings are projected to increase in Q4 2023.<\/p>\n<p>\u201cWhile semiconductor markets have seen year-over-year declines the last five quarters, year-over-year growth is expected to return in the fourth quarter of 2023 as production cuts have worked their way through the supply chain,\u201d said Boris Metodiev, Director of Market Analysis at TechInsights. \u201cOn the other hand, front-end equipment sales have been performing much better than the IC market, buoyed by government incentives and the filling of backlogs, strength expected to continue next year.\u201d<\/p>\n<p>\u201cDespite low fab utilization rates and slowing capital expenditures in the second half of 2023, we expect back-end equipment billings to bottom in Q4 2023,\u201d said Clark Tseng, Senior Director of Market Intelligence at SEMI. \u201cThis will mark an important turnaround for the chip manufacturing industry, signaling a recovery from the downturn with building momentum in 2024.\u201d<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-19905 size-full lazyload\" data-src=\"https:\/\/investpenang.gov.my\/wp-content\/uploads\/2023\/11\/Screenshot-2023-11-15-162931.png\" alt=\"\" width=\"1017\" height=\"600\" data-srcset=\"https:\/\/investpenang.gov.my\/wp-content\/uploads\/2023\/11\/Screenshot-2023-11-15-162931.png 1017w, https:\/\/investpenang.gov.my\/wp-content\/uploads\/2023\/11\/Screenshot-2023-11-15-162931-300x177.png 300w, https:\/\/investpenang.gov.my\/wp-content\/uploads\/2023\/11\/Screenshot-2023-11-15-162931-768x453.png 768w, https:\/\/investpenang.gov.my\/wp-content\/uploads\/2023\/11\/Screenshot-2023-11-15-162931-980x578.png 980w, https:\/\/investpenang.gov.my\/wp-content\/uploads\/2023\/11\/Screenshot-2023-11-15-162931-480x283.png 480w\" data-sizes=\"(max-width: 1017px) 100vw, 1017px\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" style=\"--smush-placeholder-width: 1017px; --smush-placeholder-aspect-ratio: 1017\/600;\" \/><noscript><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-19905 size-full\" src=\"https:\/\/investpenang.gov.my\/wp-content\/uploads\/2023\/11\/Screenshot-2023-11-15-162931.png\" alt=\"\" width=\"1017\" height=\"600\" srcset=\"https:\/\/investpenang.gov.my\/wp-content\/uploads\/2023\/11\/Screenshot-2023-11-15-162931.png 1017w, https:\/\/investpenang.gov.my\/wp-content\/uploads\/2023\/11\/Screenshot-2023-11-15-162931-300x177.png 300w, https:\/\/investpenang.gov.my\/wp-content\/uploads\/2023\/11\/Screenshot-2023-11-15-162931-768x453.png 768w, https:\/\/investpenang.gov.my\/wp-content\/uploads\/2023\/11\/Screenshot-2023-11-15-162931-980x578.png 980w, https:\/\/investpenang.gov.my\/wp-content\/uploads\/2023\/11\/Screenshot-2023-11-15-162931-480x283.png 480w\" sizes=\"(max-width: 1017px) 100vw, 1017px\" \/><\/noscript><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-19906 size-full lazyload\" data-src=\"https:\/\/investpenang.gov.my\/wp-content\/uploads\/2023\/11\/Screenshot-2023-11-15-162931-1.png\" alt=\"\" width=\"1099\" height=\"654\" data-srcset=\"https:\/\/investpenang.gov.my\/wp-content\/uploads\/2023\/11\/Screenshot-2023-11-15-162931-1.png 1099w, https:\/\/investpenang.gov.my\/wp-content\/uploads\/2023\/11\/Screenshot-2023-11-15-162931-1-300x179.png 300w, https:\/\/investpenang.gov.my\/wp-content\/uploads\/2023\/11\/Screenshot-2023-11-15-162931-1-1024x609.png 1024w, https:\/\/investpenang.gov.my\/wp-content\/uploads\/2023\/11\/Screenshot-2023-11-15-162931-1-768x457.png 768w, https:\/\/investpenang.gov.my\/wp-content\/uploads\/2023\/11\/Screenshot-2023-11-15-162931-1-1080x643.png 1080w, https:\/\/investpenang.gov.my\/wp-content\/uploads\/2023\/11\/Screenshot-2023-11-15-162931-1-980x583.png 980w, https:\/\/investpenang.gov.my\/wp-content\/uploads\/2023\/11\/Screenshot-2023-11-15-162931-1-480x286.png 480w\" data-sizes=\"(max-width: 1099px) 100vw, 1099px\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" style=\"--smush-placeholder-width: 1099px; --smush-placeholder-aspect-ratio: 1099\/654;\" \/><noscript><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-19906 size-full\" src=\"https:\/\/investpenang.gov.my\/wp-content\/uploads\/2023\/11\/Screenshot-2023-11-15-162931-1.png\" alt=\"\" width=\"1099\" height=\"654\" srcset=\"https:\/\/investpenang.gov.my\/wp-content\/uploads\/2023\/11\/Screenshot-2023-11-15-162931-1.png 1099w, https:\/\/investpenang.gov.my\/wp-content\/uploads\/2023\/11\/Screenshot-2023-11-15-162931-1-300x179.png 300w, https:\/\/investpenang.gov.my\/wp-content\/uploads\/2023\/11\/Screenshot-2023-11-15-162931-1-1024x609.png 1024w, https:\/\/investpenang.gov.my\/wp-content\/uploads\/2023\/11\/Screenshot-2023-11-15-162931-1-768x457.png 768w, https:\/\/investpenang.gov.my\/wp-content\/uploads\/2023\/11\/Screenshot-2023-11-15-162931-1-1080x643.png 1080w, https:\/\/investpenang.gov.my\/wp-content\/uploads\/2023\/11\/Screenshot-2023-11-15-162931-1-980x583.png 980w, https:\/\/investpenang.gov.my\/wp-content\/uploads\/2023\/11\/Screenshot-2023-11-15-162931-1-480x286.png 480w\" sizes=\"(max-width: 1099px) 100vw, 1099px\" \/><\/noscript><\/p>\n<p style=\"text-align: center;\">Sources: SEMI (<a href=\"http:\/\/www.semi.org\/\" target=\"_blank\" rel=\"noopener\">www.semi.org<\/a>) and TechInsights (<a href=\"https:\/\/semihq-my.sharepoint.com\/personal\/iskvortsova_semi_org\/Documents\/Documents\/!IR&amp;S%202020%20-%20INNA\/SMM%20with%20VLSI\/PR\/www.techinsights.com\" target=\"_blank\" rel=\"noopener\">www.techinsights.com<\/a>), October 2023<\/p>\n<p>&nbsp;<\/p>\n<p>The Semiconductor Manufacturing Monitor (SMM) report provides end-to-end data on the worldwide semiconductor manufacturing industry. The report highlights key trends based on industry indicators including capital equipment, fab capacity, and semiconductor and electronics sales, and includes a capital equipment market forecast. The SMM report also contains two years of quarterly data and a one-quarter outlook for the semiconductor manufacturing supply chain including leading IDM, fabless, foundry, and OSAT companies. An SMM subscription includes quarterly reports.<\/p>\n<p>Download a sample\u00a0<a href=\"https:\/\/discover.semi.org\/semiconductor-manufacturing-monitor-registration.html\" target=\"_blank\" rel=\"noopener\">Semiconductor Manufacturing Monitor report<\/a>.<\/p>\n<p>For more information on the report or to subscribe, please contact the SEMI Market Intelligence Team at\u00a0<a href=\"mailto:mktstats@semi.org\">mktstats@semi.org<\/a>. Details on SEMI market data are available at\u00a0<a href=\"https:\/\/www.semi.org\/en\/products-services\/market-data\" target=\"_blank\" rel=\"noopener\">SEMI Market Data<\/a>.<\/p>\n<p>Source: <a href=\"https:\/\/www.semi.org\/en\/news-media-press-releases\/semi-press-releases\/global-semiconductor-manufacturing-industry-set-for-q4-2023-recovery-semi-reports\" target=\"_blank\" rel=\"noopener\">SEMI\u00a0<\/a>[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][vc_empty_space height=&#8221;120px&#8221; el_class=&#8221;height-x120&#8243;][\/vc_column][\/vc_row]<\/p>\n<\/div>","protected":false},"excerpt":{"rendered":"<div class=\"events-time-box\">\n<h2>13<\/h2>\n<div>\n<p>Mon<\/p>\n<p>November \u201823<\/p>\n<\/p><\/div>\n<\/p><\/div>\n","protected":false},"author":5119,"featured_media":30557,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[316],"tags":[],"news_year":[218],"news_month":[229],"local_insights_alphabet":[],"acf":[],"_links":{"self":[{"href":"https:\/\/investpenang.gov.my\/zh-hans\/wp-json\/wp\/v2\/posts\/38967"}],"collection":[{"href":"https:\/\/investpenang.gov.my\/zh-hans\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/investpenang.gov.my\/zh-hans\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/investpenang.gov.my\/zh-hans\/wp-json\/wp\/v2\/users\/5119"}],"replies":[{"embeddable":true,"href":"https:\/\/investpenang.gov.my\/zh-hans\/wp-json\/wp\/v2\/comments?post=38967"}],"version-history":[{"count":2,"href":"https:\/\/investpenang.gov.my\/zh-hans\/wp-json\/wp\/v2\/posts\/38967\/revisions"}],"predecessor-version":[{"id":39001,"href":"https:\/\/investpenang.gov.my\/zh-hans\/wp-json\/wp\/v2\/posts\/38967\/revisions\/39001"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/investpenang.gov.my\/zh-hans\/wp-json\/wp\/v2\/media\/30557"}],"wp:attachment":[{"href":"https:\/\/investpenang.gov.my\/zh-hans\/wp-json\/wp\/v2\/media?parent=38967"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/investpenang.gov.my\/zh-hans\/wp-json\/wp\/v2\/categories?post=38967"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/investpenang.gov.my\/zh-hans\/wp-json\/wp\/v2\/tags?post=38967"},{"taxonomy":"news_year","embeddable":true,"href":"https:\/\/investpenang.gov.my\/zh-hans\/wp-json\/wp\/v2\/news_year?post=38967"},{"taxonomy":"news_month","embeddable":true,"href":"https:\/\/investpenang.gov.my\/zh-hans\/wp-json\/wp\/v2\/news_month?post=38967"},{"taxonomy":"local_insights_alphabet","embeddable":true,"href":"https:\/\/investpenang.gov.my\/zh-hans\/wp-json\/wp\/v2\/local_insights_alphabet?post=38967"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}