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Samsung may spend $200 billion on 11 Texas fabs over 20 years
TAP TIMES -17- AUGUST 2022
Semiconductor equipment (from 15) 12.1% to $8.8 billion in 2022 and another
0.4% in 2023 on demand for high-perfor-
$7.8 billion in 2022 and edge down 0.5% mance computing (HPC) applications.
to $7.7 billion in 2023. The semiconductor
test equipment market is forecast to grow Top three buyers
Regionally, Taiwan, China, and
Korea are projected to remain
the top three equipment buy-
ers in 2022.
Taiwan is expected to regain
the top position in 2022 and
2023, followed by China and
Korea. Equipment spending for
other regions tracked, except
for Rest of World (ROW), is
expected to grow in 2022 and
2023. semi.org
Worldwide PC shipments fell 15.3% in Q222 —IDC
NEEDHAM, Mass. — Worldwide ship- in the near term and is at risk of perish-
ments of traditional PCs declined ing in the long term as consumers become
15.3% year over year to 71.3 million more cautious about their spending and
units in the second quarter of 2022 once again grow accustomed to computing
(2Q22), according to preliminary re- across device types such as phones and
sults from the International Data Cor- tablets, “ Ubrani added.
poration (IDC).
Commercial demand more robust
Lower shipments “Meanwhile, commercial demand has been
This was the second consecutive quarter more robust although it has also declined
of lower shipments following two years of as businesses delay purchases.”
growth.
Despite the recent decline and weakening
The decline was worse than expected as demand, the total PC volume is still com-
supply and logistics further deteriorated parable to the beginning of the pandemic
due to the lockdowns in China and persis- when volumes reached 74.3 million in the
tent macroeconomic headwinds. second quarter of 2020.
"Fears over a recession continue to mount By rank, Lenovo was number one with
and weaken demand across segments," a 24.6 market share, followed by HP
said Jitesh Ubrani, research manager for with 18.9%, and nearly tied by Dell with
IDC's Mobile Device trackers. 18.5%. Acer was fourth with 5.0%, and
Apple was fifth, beating ASUS by only
" Consumer demand for PCs weakened 0.1%. idc.com
