Semiconductors Outperforming Most Industries – but Watch Second Half
Things are picking up.
Peering into Second Half of 2020
Global Manufacturing Activity
Industry Growth and Geographic Shifts
Global electronic equipment production is in its traditional “fall busy season” as the consumer driven end markets ramp up for the holiday season (Chart 1). Both normal seasonality and organic growth are driving this year’s...
Strong 2Q’18 Global Supply Chain Growth But Second Half Slowing
2Q’18 Electronic Supply Chain Growth Update
- Chart 1 is a preliminary estimate of global growth of the electronic supply chain by sector for 2Q’18 vs 2Q’17. Note the strong performance of semiconductors, SEMI capital equipment and passive...