Semiconductor equipment and subsystem market defines future worldwide semiconductor device production capacity
There is no doubt that semiconductor equipment drives the technological advancements of semiconductor devices across bare wafer manufacturing, device wafer processing by so-called Wafer Fab Equipment (WFE), the completed device wafer electrical test, and die assembly and packaging. Among all semiconductor equipment groups, the WFE is the most expensive at approximately 60% of the chipmaker’s CapEx. The reason for such a high price is two-fold: first, WFE vendors provide not only a machine but a complete solution taking into account substrate, process, and device parameters; second, the WFE comprises highly specialized subsystems for given process parameters, substrate types, and purity. Hence, the WFE and subsystem markets are strongly interrelated and interact during subsequent market cycles.
In this webinar, we explore both markets and their interrelation as of 2024; we surf through the ongoing memory and logic downturn.
This webinar will highlight:
WFE:
- WFE market size and its relation to semiconductor device revenue and CapEx
- WFE market breakdown by equipment technology and device applications served
- wafer fab equipment market regional analysis: where revenue is generated and where equipment is shipped
Subsystems:
- subsystem market size and its relation to the WFE market
- subsystem market breakdown by subsystem technology
- subsystem market regional analysis
Semiconductor equipment and subsystems enable technological advancements despite geopolitical challenges.
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John West
Deputy Director, Manufacturing & Global Supply Chain Business Line
John West is Deputy Director, Manufacturing & Global Supply Chain Business Line at Yole Group.
He has over 20 years of industry experience and a successful track record in various strategy and consulting projects.
John has a Bachelor's degree in Medical Physics from King's College London and an MBA from Cranfield School of Management.
Taguhi Yeghoyan, PhD
Senior Technology & Market Analyst, Semiconductor Equipment
Taguhi Yeghoyan, PhD is Senior Technology & Market Analyst, Semiconductor Equipment at Yole Group.
Taguhi’s mission is to daily follow the semiconductor industry and its evolution. Based on her expertise in this field, especially on the semiconductor supply chain (processes, materials, equipment, and related applications), Taguhi produces technology & market products and is engaged in relevant custom projects.
Prior to Yole Group, she worked in world-class European research centers and laboratories, including imec (Belgium), LMI (Lyon, France) and LTM at CEA Leti (Grenoble, France). All along her past experiences, Taguhi has authored or co-authored two patents and more than ten papers.
She has graduated from Wroclaw University of Technology (Poland) and University of Lyon (France). Taguhi also completed her PhD in material science from the University of Lyon (France).
