SEMI has published this chart showing the top forecasters’ predictions:

The good news is that the most optimistic forcaster, Future Horizons, was the one who was the first to call this year correvpctly.

In January, Future Horizons forecast 11% growth, im May it forecast 18% and now, Future Horizons and everyone else, are forecasting 20%.

Capex is too low to trigger over-investment in 2018, says Future Horizons, and tight supply will keep ASPs high.