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Markets and Business

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...

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Semiconductors Outperforming Most Industries – but Watch Second Half

Things are picking up.

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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.

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Peering into Second Half of 2020

Global Manufacturing Activity

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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. 

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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...

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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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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.

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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...

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Semiconductor Industry Upturn by Early 2020?

Reports of 2Q’19 financials from all of the major OEMs in our 213 company global sample show that their electronic equipment sales declined 1.4 percent compared to the same quarter of last year (Chart 1). This OEM group’s combined sales growth...

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