Global Chip Equipment Billings Continue to Soar Amid Pandemic
The global economy has started down a gradual path to recovery from COVID-19 in recent months as the world continues to combat the virus. Yet one sector – semiconductors – has shown impressive growth powered by a transformation hastened by the...
Going the Right Way . . . if We Can Control Pandemic
Global business conditions continued to improve through October although the rate of improvement slowed a bit as pandemic concerns increased (Chart 1).
Mid-Year End Market Recovery Plus Continued Autumn Semiconductor Strength
Although the semiconductor chip and capital equipment markets performed well in the first half of 2020, many of the electronic equipment end markets struggled globally. World electronic equipment sales declined almost 10% in 2Q’20 vs. 2Q’19...
Semiconductors Outperforming Most Industries – but Watch Second Half
Things are picking up.
Critical Subsystems – From Just in Time to Just in Case
COVID-19 has forced all the players in the semiconductor manufacturing supply chain to reassess how much inventory they need to hold.
Semiconductor Industry vs. Global Pandemic
The World Bank just released its updated Global Outlook for 2020 and 2021. The text is long but very worth reading.
Gradual Rebound or Slight Dip – Two Scenarios for COVID-19 Impact to 2020 Global Silicon Wafer Market Sales
Uncertainty has gripped the silicon wafer market as the COVID-19 pandemic threatens to upend growth projections for 2020. Declines in both shipments and revenue plagued the silicon wafer market in 2019, a downturn that had given way to optimism...
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...