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Both the IC and semiconductor industries have been in a positive cycle for quite some time, with the second half of 2018 and 2019 threatening to slow down or even run into turbulence. Although the next half of the market demand for many chips in the next half of 2018 remains intact, there has been some warning that the NAND Flash market is expected to fall from a shortage of capacity to a potential period of overcapacity, with time to fall in the second half of 2018 or 2019, and the DRAM price is expected to be gradually eroded.

Second, the capacity of the 8 inch wafer factory remains fairly tight, but the wafer producer will gradually move from the 16 / 14 nanometer process to the 10 / 7 nanometer process. As the customer groups turn into the 22 nanometers, the 28 nanometers, which accounts for the bulk of the revenue of the wafer plant, will slow down.

Furthermore, the trade conflict between the mainland and the United States has been upgraded to the level of trade war, which has previously affected Micron, Qualcomm and other manufacturers' operations and merger cases, which will continue to continue to impact the semiconductor and related manufacturers in his field for a short time.

In the first half of 2018, the semiconductor industry continued to benefit from the upturn since 2017, the DRAM price remained relatively high, contributing to the overall revenue of the IC industry. At the same time, the semiconductor equipment market is also driven by the needs of NAND Flash, DRAM and wafer foundries.

At the moment, it seems that the semiconductor market is not all disappointing and gloomy signals, and the smart phone market seems to be rising slightly, while 5G, AI, machine learning, car electronics and industry are all the momentum to drive the growth of chip demand.

According to SemiconductorEngineering quoted IHS analysts, it is estimated that the global IC market is expected to grow by 14.9% in 2018, the largest growth kinetic energy is mainly driven by memory, and the expected annual growth rate of the memory market is expected to look at 30.8%. 7.8%, a slight decline of 10% from the previous year.

Looking forward to 2019, the global semiconductor market continues to cool down, the expected annual growth rate is only 4%, and the micro cold recession in 2019 is due to the slowdown in the revenue growth of the memory market, and the NAND Flash in 2019 is most likely to appear overcapacity, and DRAM is also beginning to be eroded.

The key problem is that the key problem is the terminal market, trapped in the market saturation impact, and the smart phone market demand continues to slow down. However, the new terminal market kinetic energy, such as the Internet of things, 5G, or self driving, has not yet matured enough to drive the industry to replace the revenue efficiency of the mobile phone and the PC, which is also a semi guide in 2019. The predicament that the boom will face.