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Markets and Business

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...

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Global Fab Equipment Spending Poised to Set Record in 2021

Expect slow recovery in 2020 to pave the way to a record next year

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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...

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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...

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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...

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Subdued Seasonal Upturn . . . But Better Times Ahead

3Q’19 Sales by Electronic Equipment Sector – Modest Improvement

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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.

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Nearly $50 Billion in Fabs to Start Construction in 2020

After a downturn in 2019, investments in new fab projects starting construction is expect to jump US$12 billion to nearly US$50 billion in 2020, with China accounting for the bulk of the investments, according to the latest update of the World...

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Critical Subsystems: Mapping Out Risks Posed by Growing Trade War

The recent anti-globalization political rhetoric veering towards nationalism raises a number of challenges for the semiconductor supply chain. Throughout the ongoing U.S.-China trade war, and now the dispute between South Korea and Japan, most...

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Korea Expected to Maintain Equipment Spending Lead Over Other Regional Markets

Despite recent global economic uncertainties and a downbeat memory market outlook for the second half of 2019, new 300mm fab construction in Korea is still going strong. The graph below, based on the SEMI World Fab Forecast and WWSEMS reports,...

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