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Markets and Business

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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Tough and Unpredictable Times Ahead

March and April world data clearly showed the impact of the global manufacturing slowdown driven by COVID-19. The world purchasing manager’s index plunged from 47.3 in March to 39.8 in April (Chart 1). Values below 50 indicate a manufacturing...

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An Imminent Recovery … or a Deep Recession

Global Manufacturing Activity

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Top 10 Critical Subsystems Suppliers of 2019: EUV Shines Light on Optical Subsystems Suppliers

VLSI research recently released the list of top suppliers of critical subsystems to the semiconductor and related manufacturing industries in 2019. The data shows EUV adoption greatly benefited optical subsystems suppliers in 2019 as other...

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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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Are You Part of a Healthy, Competitive Supply Chain?

Critical subsystems technologies for semiconductor applications are highly engineered and specialised pieces of equipment. By their nature, only a select group of companies are able to produce these products to the high specifications demanded by...

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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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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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