Semiconductors: Up, Up and Away

Worldwide semiconductor sales climbed to $ 35 billion in August, up 24% y/y. The sharp rise concerns all major markets (US, China and Japan) and all product categories, including memories. Soaring demand for smartphones, servers and data centers is driving the market. As production capacities are insufficient the price of computer memory skyrockets. The trend could continue until 2019 when new production lines should ease the pressure.