... Access Insights Already a Gartner client? WFE revenue will increase by 34.3% in 2021 as IDMs and foundries invest heavily in leading edge logic and major memory suppliers return to investing in new capacity. Growth will continue into 2022, but will decline in 2023 and 2024 as manufacturers pause to di ...
Analyst(s): Bob Johnson | Gaurav Gupta | Samuel Wang
Get more from Gartner
Interested in receiving proven business and technology insights, analyst guidance, benchmarks, diagnostics and more? Connect with a Gartner representative to learn more about becoming a Gartner client.
... Access Insights Already a Gartner client? The worldwide ECB storage spending, measured in constant currency, is forecast to reach $28.7 billion and $29.3 billion in 2024 and 2025, representing annual growth of 1.3% and 2.1%, respectively. The 2023-2028 CAGR was revised down from the 3Q24 iteration to ...
Analyst(s): Chandrashekar S | Suzie Low | Andrew H Kim
... Access Insights Already a Gartner client? WFE revenue will increase by 28.3% in 2021 as IDMs and foundries invest heavily in leading edge logic and major memory suppliers return to investing in new capacity. Growth will continue into 2022, but will decline in 2023 and 2024 as manufacturers pause to di ...
Analyst(s): Bob Johnson | Samuel Wang | Gaurav Gupta
... The Gartner Index of Inventory Semiconductor Supply Chain Tracking is expected to drop to 0.88 in 1Q21 from 0.99 in 4Q20, moving into the severe shortage zone. TSPs should differentiate priorities and delay non urgent orders, as this supply demand imbalance is expected to stay through 1H22. Gartner I ...
... Access Insights Already a Gartner client? Wafer fab equipment revenue will increase by 35.8% in 2021 and 10.7% in 2022 as IDMs and foundries continue to invest heavily in leading edge logic and memory suppliers increase new capacity. WFE revenue will decline in 2023 and 2024 as manufacturers pause to ...
Analyst(s): Gaurav Gupta | Samuel Wang | Bob Johnson
... The Gartner Index of Inventory Semiconductor Supply Chain Tracking hints improvement — estimated at 0.89 in 2Q21 from 0.88 in 1Q21. TSPs should remain vigilant to changing inventory situations and balance risk by synchronizing decision process timing with semiconductor supply lead times. Gartner Insi ...
... The U.S. has issued regulations restricting China’s access to advanced semiconductor design and manufacturing technology, leading-edge chips and U.S. investment funds. Technology and service providers must assess future risks of doing business with China. Gartner Insights Abstract ...
Analyst(s): Samuel Wang | Bob Johnson | Gaurav Gupta
... Access Insights Already a Gartner client? The worldwide external controller-based storage spending in constant currency is forecast to reach $36.1 billion by 2028 at a five-year CAGR of 4.9%. This is 0.4% higher than the previous forecast in the 2Q24 iteration. Table of Contents List of Tables Overview Ga ...
Analyst(s): Suzie Low | Andrew H Kim | Chandrashekar S
... an agentic I&O future, I&O must strengthen their operational foundation with continuous operations. Continuous operations is the necessary mechanism for governing agent behavior, scaling innovation safely and reducing time to value. Analysis Gartner Insights Abstract ...