An Imminent Recovery … or a Deep Recession
Global Manufacturing Activity
Global Fab Equipment Spending Poised to Set Record in 2021
Expect slow recovery in 2020 to pave the way to a record next year
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...
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.
2018: Records Shattered Across the Board
Semiconductor Market Trends
4Q’18 World Electronic Supply Chain – Slowing Electronic Equipment Growth
Custer Consulting Group has its first estimate of global electronic equipment growth in 4Q’18 vs. 4Q’17. Chart 1 compares the combined sales of a 213-company OEM composite...
Dark Clouds Appear in Sunny Skies
SEMI Fab report reveals deepening slowdown for leading-edge investments, but the outlook remains still sunny for mature technologies
Decelerating Growth Now but 2018 was a Decent Year
World Electronic Supply Chain Third Quarter Growth
Chart 1 is our preliminary estimate of US$ denominated growth by sector of the global electronic supply chain in 3Q’18 vs 3Q’17. For most sectors, consolidated financial reports of companies...
New Fabs Invest Over $220 Billion
Global fab equipment spending will increase 14 percent this year to US$62.8 billion and is expected to rise 7.5 percent, to US$67.5 billion, in 2019, marking the fourth consecutive year of spending growth and the highest investment year for fab...
Industry Growth – Still Positive but Varies by Region