Coronavirus Takes on Electronics Industry
Plunging stock prices and Coronavirus-driven business shutdowns presently dominate the news. Current economic data, including the recently released February Global Purchasing Manager Index, support earlier negative predictions of an imminent...
Global Fab Equipment Spending Poised to Set Record in 2021
Expect slow recovery in 2020 to pave the way to a record next year
SEMI Equipment Growth Continued Through Year-End But Coronavirus Impact Looms
Data through December showed a steady recovery in the global electronic supply chain with SEMI equipment leading the way in 3/12 growth (Chart 1). The global purchasing managers index moved into expansion territory (PMI>50) in January indicating...
Are You Part of a Healthy, Competitive Supply Chain?
Critical subsystems technologies for semiconductor applications are highly engineered and specialised pieces of equipment. By their nature, only a select group of companies are able to produce these products to the high specifications demanded by...
Cautious Industry Outlook But . . . World SEMI Equipment Growth Resumes!
World Manufacturing Growth Flat to Start 2020 (Chart 1)
The December Global Purchasing Managers Index was in zero growth territory (PMI = 50). However, the various country components varied significantly. With IHS Markit PMI data as a gauge of...
Fab Equipment Spending Crawls Out of Slump in Second Half 2019 – But Roller Coast to Continue in 2020
Global fab equipment spending is slowly crawling out of its slump in the second half of 2019 with a pickup in investments in memory – particularly 3D NAND – leading-edge logic and foundries. Compared to the first half of 2019, the second half...
Tide Has Turned
The November Global Purchasing Managers Index moved back into expansion territory (Chart 1). Admittedly results varied significantly by country but world global manufacturing activity resumed growth at year end.
Critical Subsystems Suppliers’ R&D Spend Holding Up
Despite a tough year for critical subsystem suppliers, their overall expenditure on research and development has remained at near record levels – evidence that critical subsystems are indeed critical to the semiconductor manufacturing equipment...
Subdued Seasonal Upturn . . . But Better Times Ahead
3Q’19 Sales by Electronic Equipment Sector – Modest Improvement
Muted Seasonal Recovery
The global electronics industry normally experiences a seasonal upturn from mid-summer through the December holidays. However, this autumn’s upturn is less robust.