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Forecast: Semiconductor Capital Spending, Worldwide, 2Q19 Update


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Summary

Following a record 2018, a major correction will occur with capex going down by 18.9% in 2019 and by 2.4% in 2020, led by declines in memory markets. Additionally, economic uncertainties combined with the potential effects of the U.S.-China trade issues increase risks for downside potential.

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