KLAC - Semiconductor Equipment: An Uptick As Early As Q2 2019
SEMI, the semiconductor equipment industry consortium, in December 2018 reversed its 2019 forecast, projecting the sector will drop 8%, a reversal from the previously expected increase of 7%, as shown in Table 1. Three of the major changes for 2019 are associated with Korea (-34.7%), China (-2.0% following growth of 84.3% in 2018), and Taiwan (+24.2%).
I discussed in a December 20, 2018 Seeking Alpha article entitled "Applied Materials And Lam Research Face Strong Headwinds In 1H 2019," how Applied Materials (AMAT) and Lam Research (LRCX) would be impacted by the