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...
Subdued Seasonal Upturn . . . But Better Times Ahead
3Q’19 Sales by Electronic Equipment Sector – Modest Improvement
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.
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...
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...
Watching (Impatiently) for the Upturn
Manufacturing growth remains slow globally (Chart 1) although conditions vary by country and region (Chart 2).
Don’t Look at These Charts!
Electronic equipment growth definitely slowed in late 2018 (Chart 1). Based on the consolidated revenues of 213 large, global OEMs electronic equipment sales grew only 2.1 percent in 4Q’18 vs. 4Q’17, down from 4.9 percent in the third quarter and...
4Q’18 World Electronic Supply Chain – Slowing Electronic Equipment Growth
Custer Consulting Group has its first estimate of global electronic equipment growth in 4Q’18 vs. 4Q’17. Chart 1 compares the combined sales of a 213-company OEM composite...
Despite Uncertainty, Long-Term Semiconductor Market Outlook Remains Bright
This year, SEMI ISS covered it all – from a high-level semiconductor market and global geopolitical overview down to the neuro morphic and quantum level. Here are key takeaways from the Day 1 keynote and Economic Trends and Market Perspectives...
General Industry Slowing Coupled with Geopolitical Strife
Global Growth by Electronic Sector